🔁Bulk Import
The Bulk Import feature lets you mass add or debit store credit for customers using a CSV file. Instead of manually updating customers one by one, you can upload a single file and let the app handle everything for you.
This is ideal for large customer lists, custom reward programs, or one-off credit adjustments.
What Bulk Import Does
Bulk Import allows you to:
Upload a CSV file (or export one from Google Sheets)
Add or debit store credit for multiple customers at once
Set expiration dates for the credit
Control whether customers are notified
Once uploaded, the app processes the file and performs the action on your behalf.
Common Use Cases
Bulk Import is especially useful when:
You’re running a custom rewards program (e.g. monthly or 6-monthly spend-based rewards)
You want to calculate store credit externally using your own logic
You need to credit 50, 100, or even 1,000+ customers at once
You want to avoid relying on automated app rules for a specific campaign
Simply prepare your CSV, upload it, and you’re done.
🧾 Step-by-Step Guide
Download the Sample CSV
Click on the “Download Sample CSV” button in the UI to get a template. The template contains three columns:
CustomerId- Shopify customer ID (optional, takes priority over email if added)Email– The customer’s emailAmount– The amount to credit or debitCurrency– The ISO4217 currency code (e.g., INR, USD)
⚠️ Important: Store credit can only be used if the checkout currency matches the currency of the credit. If a customer has store credit in one currency but checks out in another, they won't be able to apply the credit.
Fill Out Your CSV
Prepare your customer data in the same format as the sample using a tool like Excel or Google Sheets and then export the file in the CSV format.
Example:
Upload the CSV File
Go to the Bulk Action section in the app and:
Upload your filled CSV
Select the Action Type:
Credit– Add store creditDebit– Remove store credit
(Optional) Set an Expiry Period (e.g., 30 days)
(Optional) Choose whether to Notify Customers
If you choose to Notify customers. Then the ""
Import and View Logs
After uploading:
Click Import CSV
View results under Bulk Import History Logs
The logs will show:
Which entries were successfully processed
Any error logs, if applicable
Timestamps in GMT
A downloadable version of the processed CSV with status info
✅ Example Output Log Fields:
💡 Tips
You can credit or debit any number of customers at once.
Supports multiple currencies in a single CSV.
Great for automated workflows or seasonal rewards.
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