Loyalty Customer Data Import Operation Manual

I. Core Process Overview (taking Smile as an example)

Export customer data from the Smile system → Download the import template from the Loyalty system → Clean and match data according to template rules → Upload the file to the Loyalty system → System automatic format verification → Start Loyalty data import → View import history and results → Download error report for failed data → Correct and re-import

II. Detailed Operation Steps

(I) Export Customer Information from Smile

1. Operation path: Log in to the Smile APP → Enter the 「Customers」 module → Click 「Filter and export」 → Select 「Download results」 → Check the export fields (must include Points Balance, Member status, VIP tier) → Select the 「.CSV」 format to download the file.

1. The exported file contains core information: customer name, email, points balance, member status, VIP tier, address, etc. (Sample data includes email, street address, city/province, etc.).

(II) Download the Loyalty Customer Import Template

1. Operation path: Log in to the Loyalty system → Enter 「Settings」 → Locate 「Customer data import」 → Click 「Download Template」 to obtain the pre-formatted CSV template.

2. Core fields of the template (fixed format): Email (required), Birthday (optional), Available Points (optional), VIP Tier (optional).

(III) Data Cleaning and Format Matching

1. Core requirement: Organize the data from the CSV file exported from Smile according to the field mapping of the Loyalty template. All fields must be correctly formatted (rows with incorrect formats will be skipped).
2. Field mapping rules:

• Email: Directly map to the 「Email」 field in the file exported from Smile (required; ensure no empty values and correct format, such as [email protected]);
• Birthday: Optional, format example 「1990-1-15」 (year-month-day; leave blank if not applicable, and the field will not be updated);
• Available Points: Optional, enter a number (leave blank if not applicable, and points will not be updated);
• VIP Tier: Optional, enter the tier name (e.g., Gold, Silver, Platinum; leave blank if not applicable, and the tier will not be updated).

3. Notes: The cleaned data file must retain the CSV format, and the field order must be consistent with the template.。

(IV) Upload and Import Data

1. Operation path: On the 「Customer data import」 page of Loyalty → Click 「Select File」 (or drag and drop the file) → Upload the cleaned CSV file → After the system verification passes, click 「Start Import」.

2. Verification prompt: After uploading, the system will display 「Validation Passed」 and show the number of data rows (number of Columns, number of Data Rows).

(V) View Import Results and Error Handling

1. View import status: In 「Import history」, you can view detailed information of each import (start time, number of successful rows, number of failed rows, total number of rows).

2. Result description:

• Success example: Import 10 rows of data, showing 「Success: 10 rows, Failed: 0 rows」, and the data is updated to the Loyalty system in real time;

• Failure handling: If there are errors, it will display 「Failed: X rows」. Click 「Download Error Report」 to check the specific error reasons (e.g., incorrect email format, invalid VIP tier name, etc.), and re-import after correction.

III. Key Notes

1. Import Prerequisite: The customer information must already exist in the Loyalty system (matched by email); otherwise, the corresponding data cannot be imported.
2. Field rules:

• The required field 「Email」 cannot be empty and must conform to the standard format (e.g., [email protected]);
• If an optional field is not filled in, the corresponding information will not be updated; if filled in incorrectly, the row will be skipped;
• VIP Tier must be filled with system-supported tier names (e.g., Gold/Silver/Platinum; custom names are not allowed).

3. Points update logic:

• If the imported points ＞ current points: The system will record the points increase (e.g., current points 1129, imported points 1500, record 「+371」, final display 1500);
• If the imported points ＜ current points: The system will record the points decrease, and the final displayed value will be the imported points.

4. Data effective time: Updates to the data exported from Smile may take up to 24 hours to synchronize. It is recommended to confirm that the data is up-to-date after export before cleaning and importing.

IV. Import Result Example

Points Update Example (Customer: [email protected])