Moving to your new program from an existing one

Coming from another loyalty, marketing or CRM system? You can bring your contacts and their balances with you, so they pick up where they left off. Work through these steps before you tell your contacts about the switch.

1. Add the data the dashboard doesn't have yet

If you collect information that isn't a standard contact field, create a custom attribute for it first, so your import has somewhere to put it. See Custom attributes: what they are, how to create one and where to use them.

2. Import your contacts

Export your existing contacts as a CSV file and import it under Data → Imports. See How to import a list of contacts.

3. Bring over cards and balances

• Loyalty cards. Existing physical cards keep working once you import them. See How to import existing loyalty cards.
• Points. See How to import loyalty points and transactions.
• Gift cards. See How to import gift cards with balances.
• Prepaid balances. How to set up a Prepaid program covers the import.
• Stamps. Import the stamps your contacts already have with a Stamp card transactions import. See Stamp cards: setting one up and how contacts collect stamps.

4. Set up your brand kit

Add your logo and colors in your account settings: click the gear icon at the top right of the dashboard to open Settings, then click Brand kit under Account. Only admins see Brand kit. See How to configure your brand kit.

5. Tell your contacts

Send a campaign to let your contacts know about the new program, and include a link to your sign-up form for anyone who wasn't in your import. See Campaigns: sending a one-off email, and every option.

Then set up the rest of the features you want to use, and you're ready to go.