Migrate Loyalty Points from Smile.io
Switching from Smile.io to Rivyo? You can move your customers' loyalty points without rebuilding balances manually. This guide shows you how to export your points data from Smile.io, format it correctly, and import it into Rivyo.
This migration is easiest when you import a CSV file that includes each customer's email address and current points balance.
Before you start
Before importing your data into Rivyo, make sure you have:
Your customers' email addresses
Each customer's current points balance
A CSV export from Smile.io
Use the same customer email addresses that your customers use in Shopify. Rivyo matches imported points to customers by email, so incorrect or mismatched emails can cause points to be assigned incorrectly.
How to migrate points from Smile.io to Rivyo
In Smile.io, export the customer list that includes loyalty point balances.
Open your Smile.io app admin.
Go to Customers.
Click Filter and export.
Click the three dots (⋯) on the right side.
Select Download results.
Choose CSV and download the file.
You can export your full customer list or only a filtered segment if you want to migrate points in batches.
Once your file is ready, import it into Rivyo.
Open Rivyo Admin.
Go to Customers → Import.
Select Import from CSV if you are uploading your prepared file.
Upload the CSV file.
Start the import.
After the import finishes, the points will be added to the matching customer records in Rivyo.
After the import, review a sample of customer records to confirm the migration was successful.
Go to the Customers section in Rivyo.
Open a few imported customer profiles.
Confirm the following details are correct:
Customer email address
Points balance
Loyalty tier, if applicable in your setup
Best practices for a smooth migration
Export your latest data right before importing so balances stay accurate.
Review your CSV carefully before upload, especially column names and email formatting.
Test with a small group first if you want to validate the process before importing all customers.
Keep a copy of your original export file until you confirm the migration is complete.
If you want to reduce risk, migrate a small batch first and verify those customer balances before importing the full file.
Rivyo matches loyalty data to existing customer records using email addresses. If a customer email in the CSV does not match the email in Shopify, that customer's points may not import as expected.