Welcome to Loloyal 🎉
We’re excited you’ve chosen to migrate your loyalty program to Loloyal!
Our goal is to make the transition as smooth as possible so your customers continue to enjoy a seamless experience. This guide will walk you through what data can be migrated, how to bring it over, and what to expect after setup.
What Customer Data Can Be Migrated?
When you install Loloyal, your customer records will automatically sync from Shopify, including:
Name
Email
Phone number
Marketing subscription status
Since Shopify accounts = Loloyal accounts, your customers won’t need to re-register.
The only data you’ll need to migrate manually is loyalty-specific information:
Birthday date
Points balance
VIP tier name
Once customers log in to your store, they’ll automatically become members in Loloyal and can start earning and redeeming points.
Step-by-Step Migration
1. Import Customer Birthdays
Follow the guide below to upload customer birthday data and enable birthday rewards. This way, your customers will continue receiving their special birthday perks.
2. Import Customer Points
Refer to our points migration guide to import existing balances, so customers don’t lose the progress they’ve already made.
3. Import VIP Tiers
In your Loloyal admin, go to Program > VIP and create your VIP tiers.
Prepare a CSV file with:
EmailVIP Name(must match the tier name set in Loloyal exactly)
Send the file to your onboarding manager, live chat, or email it to [email protected].
Our team will process the import and confirm once it’s done.
⚠️ Important: If the VIP name in your CSV doesn’t exactly match the tier name in your Loloyal dashboard, the import will fail.
How to Check Import Results
Processing time: Usually a few minutes.
Successful import: You’ll see a confirmation message.
Failed import: You may encounter errors such as:
Network error – unstable internet connection.
File too large – maximum file size is 20 MB.
Invalid file format – missing required fields or incorrect headers.
FAQ
Can I migrate referral links?
No. Referral links cannot be transferred. Customers will generate new referral links after you launch Loloyal. We recommend notifying them about the update to keep referrals active.
Can I migrate reward history (points earned, redemptions, referrals)?
Loloyal can award points for past orders within a custom date range (Please check our guide: Reward Customers for Past Actions).
Transaction-level history (e.g., exact past redemptions or referrals) cannot be imported. Only new activity will be tracked.
Can I import unused coupons?
No. Coupons or discount codes from another loyalty app cannot be imported into Loloyal.
Can I migrate customer account statuses (guest vs. member)?
No. In Loloyal, any customer who logs in or places a POS order becomes a member automatically.
Legacy customers: become members when they create a store account or place a POS order.
New customers: become members when they log into the rewards page or widget, place a POS order, or subscribe to your newsletter through the Loloyal newsletter popup after logging into your store.
Do I need to reconnect third-party integrations?
Yes. After migrating, reconnect any integrations you use (e.g., Klaviyo, Trustoo Reviews, Judge.me):
Klaviyo – sync loyalty variables for campaigns.
Trustoo Reviews – reward customers for reviews.
Judge.me – enable loyalty rewards for product reviews.
See our integration guides for detailed steps.
Overall
Migrating from other loyalty programs to Loloyal is a simple process that retains essential data. Following these steps will help you complete the migration without disruption to your loyalty program.
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Have more questions?
Feel free to contact us at [email protected] or in the live chat box