Bulk Import Store Credit
The bulk import tool enables you to upload a CSV file to issue store credit to many customers at once.
Instructions
1. Download Template
In the app dashboard, navigate to the import section and click Download CSV template to get the correct format.
2. Prepare Data
Fill in the columns:
Field
Description
The customer's email address. If the customer does not exist, a new customer account is created automatically.
Amount
The numerical value of credit to issue.
Currency
The currency code (e.g., USD, AUD).
Expiry Date
Set an expiration date using the specific date format provided.
Send Email
Set to TRUE to send a notification via Shopify, or FALSE to skip it.
3. Upload
Drag and drop your prepared CSV file into the upload area and click to start the import.
4. Monitor
Watch the "Jobs" list to track progress. It will show "Success" counts or flag errors.
Tips & Troubleshooting
Error Handling: If an import fails (e.g., due to negative values, which are not currently supported), click on the job to view the logs. The logs will identify the specific error so you can fix the file and re-upload.