Introduction
At times, you may need to manually update your customers' loyalty points. Whether you’re rewarding extra points, correcting balances, or running promotions, Loloyal makes it simple to adjust balances individually, in bulk, or via CSV import.
Adjusting Points for an Individual Customer
From the Dashboard, go to Customers.
Click on the customer account you want to update.
In the Loyalty details section, click Edit balance.
Enter the amount to adjust the balance by.
To deduct points or credit, enter a negative number.
Add a reason for the adjustment (visible only to you).
Click Update points. The customer’s updated balance will be reflected immediately.
Bulk Balance Adjustment
Easily update points or credit for multiple customers at once, ideal for promotions or mass corrections.
From the Dashboard, go to Customers.
Select customers to update:
To select individual customers, check the box in front of their name.
To select all customers currently displayed on the page, check the box in the header row.
To select all customers in your store (across all pages), check the header box and then click Select all 10+ items in your store.
Click Adjust points.
Enter the amount to adjust all selected customers.
Add an internal note for your reference and system record.
Click Update points. For large groups, please allow time for all balances to update.
Updating Customer Points via CSV Import
For bulk updates or data-driven adjustments, use the CSV import feature. For detailed instructions, check our full guide here: CSV Import Guide
Option 1: Download the Loloyal CSV template to adjust the data, and import the file when finished.
Please follow the steps below:
1. Go to the Customers section and select Import Customer Points.
2. Select how to identify customers and choose the points adjustment method. Then download the template file, fill in the required details, and save it.
3. Once your CSV file is ready, click Add files to upload it. Then click Import and follow the on-screen steps to complete the process.
Option 2: Export your existing customer list and modify the necessary fields.
If you'd like to start with your current customer data:
Navigate to Customers in your Loloyal Admin.
Export the list.
Retain only the
email,phone, andpointscolumns for modification.Save as CSV.
⚠️ Important: Do not use Mac’s Numbers app for CSV creation, it does not export files in the correct format. Use Microsoft Excel or Google Sheets instead.