# 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.

{% embed url="<https://dollarlabs.neetorecord.com/watch/7b0d316fef1c34d02b87>" %}

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## 🧾 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)&#x20;
* `Email` – The customer’s email
* `Amount` – The amount to credit or debit
* `Currency` – The ISO4217 currency code (e.g., INR, USD)

{% hint style="warning" %}
⚠️ **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.
{% endhint %}

***

### **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.

![](/files/rkzu1R1d9hsw3ekGCyWE)<br>

Example:

| CustomerId    | Email               | Amount | Currency |
| ------------- | ------------------- | ------ | -------- |
| 6070135619648 | <jane@shop.com>     | 100    | INR      |
| 6070135619649 | <jane+abc@shop.com> | 1.5    | USD      |

***

### **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 credit
  * `Debit` – Remove store credit
* (Optional) Set an **Expiry Period** (e.g., 30 days)
* (Optional) Choose whether to **Notify Customers**

{% hint style="info" %}
If you choose to Notify customers. Then the ""
{% endhint %}

***

### **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:

| Customer Email      | Action Type | Amount | Currency | Status  | Log      | Timestamp           |
| ------------------- | ----------- | ------ | -------- | ------- | -------- | ------------------- |
| <jane@shop.com>     | credit      | 100    | INR      | success | Credited | 2025-07-01 09:54:43 |
| <jane+abc@shop.com> | credit      | 1.5    | USD      | failed  | Credited | 2025-07-01 09:54:43 |

***

### 💡 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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