Moving from Smile.io to Mage Loyalty? This guide walks you through importing your existing customer data so your members keep their points and VIP tier when you make the switch.
What gets imported
Points balance (current balance for each customer)
VIP tier
Birthday
First and last name
Membership status (member or excluded)
Before you start
IMPORTANT: Set up your VIP tiers in Mage first. If your Smile customers are in tiers, create matching tiers in Mage under VIP Tiers before importing. The tier names in your Smile CSV need to match the names in Mage (capitalisation does not matter), otherwise those customers are not imported until the tier exists.
Step 1. Export your customers from Smile
Log in to Smile.io and export your customers as a CSV:
In Smile, open Customers and click Filter and export.
Click the three grey dots and select Download results.
Make sure .csv is the selected format and Keep the date formatted is unticked.
Click Download.
Upload the file exactly as Smile sent it. There is no need to edit it or rename any columns.
Step 2. Upload the CSV to Mage
In your Mage admin, go to Settings, then Import Data.
Under Migrate from a provider, select Smile.io and click Continue with Smile.io.
Under Upload and check, drag your Smile CSV into the upload box (or click to browse).
Review the check. Mage reads the file straight away and shows how many customers are ready to import, how many rows have problems, the VIP tiers found in your file, and a preview of the first five customers.
Click the import button, which shows how many customers will be imported, for example Import 1,250 customers.
Tiers shown in red under VIP tiers in your file do not exist in Mage yet, and customers in those tiers are not imported. To include them, create a tier with the same name in Mage, then come back and upload the file again.
If Mage says This does not look like a Smile customer export, the file is missing the Email or Points balance column. Export your customers from Smile again and upload the file unchanged.
If your program runs on store credit, Mage also asks How much store credit is 1 point worth? Enter the value of one point, check the sample preview and the total store credit, then import.
Step 3. Watch the progress
Mage takes you to a progress page. The import runs in the background. You'll see a progress bar showing how many customers have been processed. Depending on the size of your customer list, this can take anywhere from a few minutes to an hour. You can leave the page and come back, the import will keep running. Opening the Smile import again while it runs takes you straight back to the progress page.
After the import
Once it's done, the page shows Import complete with how many customers were processed, skipped and failed. Skipped and failed customers are listed underneath, each with the reason. This summary is only shown on this page, so check it before you move on.
A skipped customer is usually an email that does not belong to a customer in your Shopify store. A failed customer usually has a VIP tier name that doesn't exist in Mage yet: create the tier and run the import again.
New balances can take a little while to appear on your storefront, especially on larger stores.
Re-running an import
If you upload the same CSV twice, each customer's balance is set to the value in the file, not added on top of the existing balance, and customers are never duplicated. That makes it safe to re-run an import when something needs correcting, for example after creating a missing VIP tier. Keep in mind that a re-run overwrites any points a customer has earned or spent in Mage since the first import. If your program is already live and you're not sure, reach out to support before re-importing.
Need help?
If something doesn't look right after your import or you require a more in-depth migration carrying over historical data, or you'd like a hand running the migration, message us from the chat icon in your Mage admin.