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Migrate from Rivo or another loyalty platform

Move your whole program over by uploading your old loyalty app’s export — Charm detects the format, maps the columns, and imports your customers’ point balances with no spreadsheet editing. Rivo, Ellity, and Okendo exports are recognized automatically; both .csv and .xlsx files work.

Steps

  1. Go to Settings → Data migration → Migrate from another platform.
  2. Under Which app are you moving from?, select your platform (Rivo, Ellity, or Okendo), then click Choose CSV and pick your unmodified export file.
  3. Review the Import preview — customers, opening points, and any rows needing attention. Under Map your VIP tiers, match your old tier names to Charm tiers, then click Confirm and import.

The preview adapts to what’s in your file: unmatched customers get a Create Shopify accounts checkbox, points still maturing in your old app get a Release imported pending points after (days) field, and Okendo customers still marked “Pending” are routed through Charm’s join step when program opt-in is on.

Large files run in the background — a Large file — the import will run in the background banner appears, and you can leave the page. The Recent imports table tracks each job’s status (Queued, Running, then Completed) with imported, skipped, and failed row counts; click View errors on a job that finished with problems to see the rows that failed. If something lands wrong, revert the import.