- Support Hub
- Business Portal
- Editing Accounts
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
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3. Click Bulk Upload on the top right-hand corner of your screen and then select Update Balance, indicated below:
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4. Before you upload your CSV file on this page, please read through the How to Use the Balance Upload and download the template.
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.
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CONGRATULATIONS! You have now successfully bulk-updated your customers' balances into LoyLap