1. Go to The Updating Page
From Gameball Admin Dashboard, go to Customers > Customers Section > More > Update Customers
2. Pick which of these you'd like to update:
Points
Tiers
Attributes such as:
Tags (add or remove)
Birthday
Email Subscribed
If you need to update more than one element (for example, points and tiers), you can do them separately.
3. Upload your extracted customer file from the previous loyalty engine
Choose the downloaded CSV file and click Open.
Once the file is read by Gameball, click Continue.
4. Map your attributes
In order for Gameball to correctly place the customers' data into their corresponding attributes, you will have to map the CSV file headers with Gameball's requested attributes.
If you're updating points, select which columns in your file are attributed to customer email and points balance. (You'll find all columns in your file as options here)
❗️Note: The only mandatory data/customer attribute is the Customer Identifier which could be placed with the email address if no unique id/number is assigned to each customer.
If you're updating tiers, choose the Tiering-up Recalculation Method by clicking on the Edit Icon under "Tier Name"
Choose between:
Customers will be re-evaluated with the next recalculation cycle based on your tier expiry configuration.
Customers are placed into this tier forever with no later evaluation.
Customers are placed into this tier till a specific date.
If you are adding the customers' birth dates under attributes, choose date format under Date of Birth and choose the format that matches the one in the CSV file.
Choose between:
YYYY-MM-DD
MM-DD-YYYY
DD-MM-YYYY
YYYY/MM/DD
DD/MM/YYYY
MM/DD/YYYY
Click Import
5. Review your Errors
If the CSV file you uploaded has un-matching data that doesn't comply with the original format, Gameball will show you the errors that need to be fixed for a successful migration.
❗️Note: If there are more than 10 errors in the file, you will need to download the error sheet to check all your errors, as you will not see all the errors on the reviewing page.
After fixing all the errors on the sheet, click re-upload.
If you find that the addressed errors will not cause a problem, click Submit.
6. Submit the File
If you have fixed all your errors, you can submit your file.
You will then be redirected to the Customers page, where you will find the list of the customers whose data is updated, as well as a sheet of all the existing errors to be downloaded.
❗️Note: An email will be sent with the errors sheet to the admin account's registered email.
The customer update process is now over.
❗️❗️Important notes:
In the case of updating the data of an existing customer, any value in the sheet overrides what exists in the system.
Ex: if the customer has 300 points in the system and the sheet value for the same customer is 100, the customer's balance will be 100 after the successful migration.
If the customer has 0 points on the sheet, the customer's balance will be 0 after migration. If the points cell is empty, the customer balance will be 300.
How to extract your current Customer data?
Go to your Customers section on Gameball Admin Dashboard
On the top right of the page, click More, then Extract
