Migrate from Rivo, LoyaltyLion 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, Okendo, and LoyaltyLion 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, Okendo, or LoyaltyLion), 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 customers who never formally enrolled in the old program (Okendo “Pending”, LoyaltyLion members with no enrolment date) are routed through Charm’s join step when program opt-in is on.

Tip

Some platforms split their data across exports — Charm detects which file you uploaded. For Rivo, import Points Logs (balances) and optionally Balance Redemptions (outstanding rewards). For Okendo, import Customer Profiles first, then Loyalty Transactions to bring each customer’s points history (display-only — it never changes balances). For LoyaltyLion, all three exports come from Analytics → Exports: Customers carries balances, pending points, tiers, birthdays and blocked members in one file; Rewards brings over vouchers your customers claimed but never used; and Customer Activities fills in each customer’s points history (display-only — it never changes balances). Start with Customers, then add the other two — Charm recognizes each file by its columns, so you never pick the file type by hand.

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.

Note

Moving from a platform that isn’t listed — or just don’t want to deal with files? Use the Switching from another loyalty app? card at the top of the page (Talk to us, or email hello@appfleece.com). We migrate everything for you at no extra cost; most stores are live within a day.

Balances and tiers aren’t the only thing worth bringing over: discount codes your customers earned in the old app but never redeemed are still active in Shopify. Take over those reward codes from the same page — Charm scans them in your store, no export needed.

Related

• Concept: Eligibility, expiry & anti-fraud
• Take over reward codes from your previous loyalty app
• Import existing customer point balances
• Revert an incorrect import