After integrating Gameball with your platform, you can import the data of the previously existing customers to Gameball in a few easy steps.
Step 1: Export old rewards program data
All you need to do is head to your current rewards program and ask for your customers' export files.
It is preferable that you collect the following information for every customer:
For Shopify:
Customer Email [Mandatory]
Birthday [Optional]
Customer Points [Optional]
Required Tier name (Level) [Optional]
For non-Shopify:
Customer ID [Mandatory] (Could be email address)
Customer Email [Optional]
Birthday [Optional]
Mobile Number [Optional]
Customer Points [Optional]
Required Tier name (Level) [Optional]
Pause your current loyalty program on the old platform, and follow the next step to complete the migration process.
Step 2: Migrate to Gameball
A. Go to the importing page
From Gameball Admin Dashboard, go to Customers > Customers Tab > More > Update/Migrate Customers
B. Upload your CSV file
Choose CSV as data source:
For Shopify:
Click on "CSV."
For non-Shopify:
Click on "Click to upload."
C. Upload your extracted customers file from the previous loyalty engine
Choose the downloaded CSV file and click Open.
Once the file is read by Gameball, click Continue.
D. 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.
For example: if the CSV file has a column titled "Email address," then select this header under Your File Attribute, right beside "Customer Email." This way Gameball will understand that data under the "Email Address" column should be placed in the Customer Email attribute and so on.
❗️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.
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, 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
E. Review your Errors
If the CSV file you uploaded has unmatching 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.
F. Submit the File to complete the migration
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 new customers added, 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 migration/customer update process is now over, and the new customers are now part of your Gameball loyalty program.
❗️❗️Important notes:
If you are a Shopidy user, you can only update the information of existing customers from your customer list that was automatically migrated to Gameball during the integration process.
As for non-Shopify users, by following this process, you will be able to migrate your customers or update the information of existing ones.
In the case of updating the data of an existing customer, any value in the migration 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 migrate guests (customers who are not registered)?
When migrating your customers from other loyalty programs or through a CSV file, some of the customers' data might not be registered. If you still want these customers to be part of your loyalty program, you will have to enable guest customers to integrate them with your loyalty program. Learn how to integrate your guest customers into your rewards program.
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
