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Bulk Update Customer Balances

When moving from another Gift Card or Loyalty provider to LoyLap, you often need to bring across the existing balances in circulation so that they work on the new system.

1. Login to your Business account at loylap.com

 

2. After logging in successfully, click on the Customers section highlighted in the image below

homepage_customers_customers_red

 

3. This will take you into the Customers section. Click Bulk Upload select Customers Update, indicated below:

 

customers_bulk uploads_customers update_red

 

 

4. Before you upload your CSV file on this page, please read through the How to Use the Customers Update and download the template.

customers_bulk uploads_customers update_how to use_red

5. The first row in your CSV file should have columns labeled email, amount

You can choose to delete any column you'd like.

 

6. Strictly follow the below formats while populating your CSV file

email - please enter valid email format. example: john.doe@gmail.com

amount - decimal number only. Do not include currency or any other formatting. example: 50.00

 

7. Now that your CSV file is ready and in the correct format, you may proceed to upload your CSV

Select the branch to which you would like to upload the New Customers CSV file to

Please select the checkboxes stating that the customers in the CSV file have provided consent

Click on Upload.

 

customers_bulk uploads_customers update_upload file_red

 

 

CONGRATULATIONS! You have now successfully bulk-updated your customers' balances into LoyLap