🔁 Switching to Casa Loyalty from Another App

Thank you for choosing Casa Loyalty as your new rewards platform! 🎉

In this guide, we’ll walk you through how to migrate your customers and their points from your previous loyalty program to Casa Loyalty.

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🧭 Overview

Switching to Casa Loyalty is simple. Here’s what the process looks like:

1. Export customer and points data from your previous provider
2. Format the file correctly for Casa Loyalty
3. Connect with our team to initiate the import
4. Verify and launch your rewards program with us!

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📤 Step 1: Export Data from Your Previous Loyalty App

Start by exporting your customer loyalty data from your current provider. Most apps let you download a CSV file. At a minimum, your file must include:

• email (customer’s email address)
• points (current point balance)

These two columns are required for a successful migration.

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🔄 Optional Columns (if your old provider supports them):

• tier – If you have VIP tiers set up and want to migrate them
• first_name / last_name – Helpful for record-keeping, not required
• signup_date – Useful for loyalty history, optional
• referrals – If available and you'd like to carry them over
• date_of_birth – If you use birthday-based earning rules

💡 The more accurate your export, the smoother the migration will be.

📌 Not sure how to format your file? You can download sample_customer_points_migration.csv or contact our support team for a ready-made template.

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🧹 Step 2: Format the File for Casa Loyalty

Before importing, format your CSV to match the Casa Loyalty structure. Your file should include the following headers exactly:

• Only email and points columns are required
• Ensure there are no extra spaces, missing emails, or invalid characters

📌 Need help? Download a sample file sample_customer_points_migration.csv (or reach out to support for a template).

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📥 Step 3: Contact Casa Team to Import

Once your CSV file is ready:

1. Click the chat icon in the bottom-right corner of your Casa Loyalty dashboard
2. Send us the CSV file via chat
3. Our support team will verify your data and initiate the migration process for you

✅ We’ll notify you once the import is complete!

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✅ Step 4: Review & Launch

After importing:

• Go to the Customers tab to review point balances
• Double-check a few customer profiles to ensure accuracy
• Activate your Place an Order and other earning actions
• Customize emails and program settings in the app to reflect your brand

🎉 You're ready to go live with Casa Loyalty!

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🚀 Pro Tips for a Smooth Transition

• Notify your customers that their points have moved to a new system
• Offer a welcome-back bonus or exclusive reward to re-engage users
• Use our Extensions to show points on product pages, account pages, and the cart
• Explore VIP tiers and referral programs to level up your loyalty strategy

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🤝 Need Help?

Have questions or need a hand formatting your data? Just hit the Intercom chat button in your dashboard and our team will guide you through it.

Attachment icon

sample_customer_points_migration.csv

Updated on: 30/05/2026