Copy settings between your stores

If you run the same brand on several stores, copy your Charm configuration from one to the other instead of rebuilding it — points program, tiers, branding, text, emails, and referrals, each opt-in.

Steps

1. On the source store, go to Settings → Data migration → Copy between your stores and click Generate code. Copy the one-time code (format CHRM-XXXX-XXXX-XXXX) — it expires after 15 minutes, and nothing changes on this store.
2. On the destination store, open the same section, paste the code into Transfer code, and click Preview.
3. Review Choose what to import — each section shows what it contains (for example “Points program — 6 earning rules, 4 rewards”). Untick anything you want to keep as-is on this store.
4. Click Import selected.
5. If the success banner says some settings need a quick re-pick, open those settings and re-select the products, discounts, or images they point to — references to the other store’s resources can’t carry over.

Undo

Before the import, Charm snapshots the destination store’s previous settings. A banner on the page offers Undo import for 30 days — it reverts only the sections you imported and leaves everything else untouched.

Note

Transfers copy configuration only. Customer data — balances, history, tier status — is never part of a transfer, and the destination store’s launch state, plan, sender email address, and integrations stay its own. Memberships and bonus campaigns are not included. Codes are single-use, and generating a new code invalidates the previous one.

Related

• Migrate from another loyalty platform
• Import point balances
• Revert an import