BON LoyaltyウィジェットとSPA
18 10月, 2023BON Loyaltyを定期購入アプと連携する方法
19 3月, 2025Moving from Other Loyalty Apps to BON
Migrating from your current loyalty app to BON Loyalty can seem challenging, but we’re here to make the process as seamless as possible. This guide will walk you through transferring your customer data, including emails, IDs, and points balances, from apps like Smile, Rivo, LoyaltyLion, etc.
BON is committed to ensuring that your transition is smooth, so you can explore and enjoy our features with minimal hassle.
概要
Data to import
When migrating to BON, it’s important to ensure that your customers’ loyalty points are accurately transferred to the new system. BON will provide close support throughout the import process to ensure the points are correctly transferred and meet your expectations when you launch.
Here’s what we’ll need from you:
- Customer Identifier: You’ll need to provide a unique identifier for each customer, such as their email or Shopify ID.
- Points Balance: You can either provide a fixed points balance to be imported for each customer or export the current points balance from your old loyalty app.
If you’re unable to export the points balance, please contact the support team of your previous app to assist with the export.
BON’s team will work closely with you to ensure that the transition is as smooth as possible and that your customers’ points are correctly transferred and displayed in the new system.
Preparing your data for migration
To begin the migration process, you’ll need to prepare a CSV file containing the customer information. The CSV should include the following columns:
- Email: The email address of each customer (this is the essential identifier for migration).
- Points Balance: The current points balance for each customer.
- Shopify ID (Optional): This is an optional field, but including the Shopify ID will help speed up the import process. However, just the email address is sufficient to complete the migration.
Once your CSV file is ready, you can share it with our customer support team to start the migration.
Ensure the data is clean and formatted correctly before uploading. An example of how your CSV should look:
Points Balance | |
500 | |
300 | |
200 |
How to import your data
Once you have prepared your CSV file with the necessary customer information, follow these steps to begin the migration process:
- Prepare Your CSV File: Ensure your CSV file contains the required customer data, such as: Email Address, points balance, Shopify ID (Optional).
- Contact BON Customer Support: Reach out to our customer support team and share the prepared CSV file with them.
- Support Team Assistance: Our support team will review the file and initiate the import process for you.
- Confirm Data Mapping: Once the import begins, we will review and confirm the data mapping to ensure it’s aligned correctly.
- Import Process: After everything is set, BON will transfer the customer data, mapping it to the appropriate fields (email, customer ID, points balance).
Post-Migration checklist
Once the import process is complete, you will be notified via live chat with our support team. If you’re offline, you will receive an email notification as well. After receiving the notification, you can:
- Verify Customer Data: Double-check that all customer emails, IDs, and points balances are accurate.
- Confirm the Import: Ensure the migration has been completed as expected by reviewing the data in your BON Loyalty account.
If you have any concerns or need further assistance, feel free to reach out to our support team via live chat or email. We’re here to help!
まとめ
Migrating from your previous loyalty app to BON Loyalty is a straightforward process that ensures your customer data is securely transferred and ready to go. Follow the steps outlined above, and you’ll be up and running with BON Loyalty in no time.