What You Will Learn in This Guide
How to find the import tool in your StoreHub BackOffice.
How to prepare your customer data using our template.
How StoreHub checks and imports your data.
How to understand the import results and fix any errors.
Important Note
Please make sure you have enabled Customer List access under Access Control in your BackOffice to start using this feature.
Only one import can run at a time. If needed, wait for the current one to finish before starting another.
What is Loyalty Data Import?
This guide shows you how to import your existing customer loyalty information (like points or cashback) into your StoreHub Membership program. Doing this keeps your loyal customers happy by preserving their rewards and gets your StoreHub membership running with accurate data from day one.
Why This Matters: Value for You and Your Customers
Migrating your existing loyalty data into StoreHub Membership isn’t just a technical task—it’s a strategic move that brings real benefits to both you and your customers.
For Your Customers: It’s Like They Never Left
Your loyal customers won’t miss a beat. The moment they re-engage through your upgraded StoreHub-powered loyalty program:
Their points and cashback balances are intact, just as they remember.
No confusion or frustration—they keep what they’ve earned.
They now gain access to StoreHub’s modern loyalty experience, including:
Tiered memberships and personalized perks.
Flexible rewards (discounts, cashback, gifts, etc.).
A more polished, web-based Membership interface.
This ensures a frictionless transition—they feel valued, and you maintain trust and engagement from day one.
For You, the Merchant: A Smarter, Stronger Start
Preserve relationships with your best customers by carrying their history forward.
Boost adoption of your new loyalty system by making the switch seamless and beneficial.
Save time and cost with this self-service tool that puts you in control.
Start strong: Get your StoreHub Membership program up and running with clean, accurate data and fully active members from day one.
Think of it as bringing your community along as you level up your loyalty game—without starting from zero.
How to Import Your Loyalty Data
Follow these steps to use the data import tool:
Find the Import Tool
1. In BackOffice, go to the Membership tab and select Membership Settings.
2. Click on the "Migrate Member Info" button in the banner on the page.
Note:
For this to be visible to you, please enable the Customer List option under Access Control.
Get the Template File
1. On Migrate Member Info page, click on the Download Template button to download a csv file.
2. Save the CSV template file to your computer where you can find it.
Prepare Your Customer Data in the Template
1. Open the template CSV file you downloaded.
2. Your CSV file should look like this:
Notes:
Fill in your customer data accurately. Follow the format rules below carefully to avoid errors.
Phone Number:
This field is Required.
This is how StoreHub finds the customer. They must be unique to each customer.
Must include the country code (e.g., 60 for Malaysia).
8-15 digits total, numbers only (no spaces, symbols like '+', or dashes).
Example: 60123456789.
First Name & Email:
This field is Required.
Points Balance:
Must be a whole number (e.g., 150, not 150.5).
Cannot be negative (e.g., not -20).
Leave blank if the customer has 0 points or you don't want to import points.
Date Fields (Birthday, Membership Join Date):
This field is Optional.
Format must be YYYY-MM-DD.
If Membership Join Date is left blank, the date you import the data will be used..
Review the template for other optional fields like Last Name, Membership Tier, Cashback Balance and more.
3. When finished, save the file ensuring it is still in CSV (.csv) format.
How StoreHub Handles Data
Here’s a quick rundown of how StoreHub handles every information in your uploaded customer file:
Finding Customers | Uses the Phone Number. |
New Customers | If a phone number is new, StoreHub creates a new customer profile with the details from that row. Points/cashback are added. |
Existing Customers | If the Phone Number already exists in your StoreHub Customer list:
|
Skipped Rows = Check Error File | A row can't be imported due to issues like bad phone formatting or data conflicts. When this happens, these rows are skipped. You'll find all skipped rows listed in the Error File, which explains the specific reason for each skip. (see Handling Error section for more detailed explanation) |
Balances & Tiers |
|
Essentially, the system tries to add new customers and update empty balances for existing ones, while skipping rows with errors or those that might overwrite current points/cashback. Always check the Error File for details on skipped rows.
Upload Your File & Match Columns
1. Go back to the Migrate Member Info page in BackOffice.
2. Click Import CSV.
3. Click Choose File, select your completed CSV file, and click Next.
4. Match Columns: Tell StoreHub what each column in your file means.
Notes:
Template Users: If you use the template, StoreHub should match columns automatically. Check if they look correct.
Custom File Users: If your CSV has different column names, you MUST select the correct StoreHub Field from the dropdown list for each of your columns. This tells StoreHub where to put the data.
5. Carefully check all mappings. When ready, click Import.
6. The import process will begin in the background. You can leave the page or do other tasks in BackOffice.
Note:
Only one import runs at a time.
Understanding Your Import Status
1. Check the progress on the "Migrate Member Info" page. The status table shows:
Importing:
Your file is currently being processed by the system. Please wait for it to finish.
Completed:
All the customer rows in your file were successfully imported into your BackOffice.
Completed with Errors:
The import has finished, but some customer rows in your file could not be imported because of issues with their data. You will need to check the Error File to see which rows were skipped and why.
You'll also get an email notification when it's done.
Import History
7-Day Limit: Records and downloadable files are kept here for 7 days only.
Review: Check details of past imports.
Download Files:
Original File: Your uploaded CSV.
Error File: Lists rows that failed and why (only for imports with errors).
Audit Trail: See who started the import and when.
Fixing Import Errors
If your import status is Completed with Errors, don't worry! Here’s how to fix skipped rows:
1. In the Import History, find the import with errors and click Download Error File.
2. Open the downloaded Error File (it's a CSV). The last column explains why each row failed (e.g., "Invalid phone format," "Customer already has a points balance," "Points balance does not meet specified tier threshold").
3. Make the needed corrections based on error reasons.
Note:
Create a NEW CSV file containing ONLY the rows you have fixed. Do NOT re-upload the original file.
4. Go back to "Migrate Member Info" and repeat Step 4 (Upload) and Step 5 (Start Import) using this new file of corrected rows.
5. Check the status of this new import. Hopefully, it says "Completed." If it still shows errors, download the new Error File and repeat the process.
What Your Customers Will See
Once imported successfully, customers using the Beep App will see their updated points, cashback, and tier. Imported amounts usually appear in their history as a 'Manual Adjustment'.