CSV import

Credit hundreds of customers at once from a spreadsheet — for migrations from another app, or for campaigns.

A CSV import credits many customers in one go. It's the tool for migrating balances from another loyalty or store credit app, and for seeding credit for a marketing campaign.

Starting an import

From the home page, drop a CSV onto the Bulk Store Credit Import card, or click Select file. You can also go to the imports list and click New import.

A Sample CSV link on the same card downloads a correctly formatted starter file.

File format

The first row must be a header row. Column order doesn't matter; names do.

email,amount,currency,expires_on,send_email
[e-mail],50.00,USD,2028-12-31,true
[e-mail],25.50,USD,2028-06-30,false

Column	Required	Description
email	Yes	The customer's email address. A customer is created if none exists
amount	Yes	The credit amount, e.g. 50.00. Must be greater than zero
currency	Yes	ISO currency code, e.g. USD, EUR
expires_on	Yes	Expiry date. Leave the cell empty for credit that never expires
send_email	No	true to email the customer, false or empty to stay silent

send_email also accepts y and yes as true. Anything else is false.

Date formats

expires_on accepts two formats:

• YYYY-MM-DD — for example 2028-12-31

• DD/MM/YYYY — for example 31/12/2028

MM/DD/YYYY is rejected. American-style slash dates are deliberately not accepted, because 03/04/2028 is genuinely ambiguous and guessing wrong sets an expiry on the wrong day. Use YYYY-MM-DD if you're unsure — it is never ambiguous.

No commas inside values. Fields are separated on commas, and quoted fields containing commas are not supported. A row whose column count doesn't match the header is skipped silently — it will not appear in the error count. Keep values comma-free.

Import limits

Your plan sets how many files you can import per billing period, and the maximum number of data rows per file:

Plan	Imports per month	Rows per import
Free	3	20
Grow	10	1,000
Pro	100	No limit

Imports per month — every uploaded file counts as one import, including imports that fail or are aborted. The count resets with your billing period (see Plans & billing). The upload page shows how many imports you've used and the date the count resets; once the allowance is gone the Start Import button is disabled until then, or until you upgrade.

Rows per import — the row count is checked before the import starts, so an oversized file is rejected immediately with nothing credited. Split it into several files or upgrade — see Plans & billing.

One import at a time

Only one import can be queued or running per store. Starting another while one is active is blocked, with a link to the running job.

This limit exists to prevent double-crediting. Re-uploading the same file because the first attempt looked stuck was the classic way to credit every customer twice.

Watching progress

The imports list shows every job with its number, status, and progress.

Status	Meaning
Queued	Accepted, waiting to start
Processing	Working through the rows
Completed	Finished — check the success and error counts
Failed	The file couldn't be processed at all
Aborted	You stopped it

Progress updates as rows are processed. Open a job to see its log: one entry per row, naming the customer and the amount credited, or the reason the row failed.

Aborting

Click Abort on a running import to stop it. Rows already processed keep their credit — aborting stops further processing, it does not roll anything back.

Row errors

A row failing doesn't stop the import; the rest continue. Each failure is logged with a reason:

Error	Cause
Missing required fields	email, amount, or currency was empty
Invalid email format	The address isn't a valid email
Invalid amount	Not a number, or zero or negative
Unsupported date format	expires_on wasn't YYYY-MM-DD or DD/MM/YYYY
Failed to create customer	Shopify rejected the new customer — usually a duplicate

Fix the failed rows in a new CSV containing only those rows, and import again. Re-importing the whole file would credit the successful rows a second time.

Imports have no de-duplication. Uploading the same file twice credits every customer in it twice.

Interrupted imports

If processing is interrupted — a deploy, a restart — the job resumes automatically and skips the rows it already completed, so nobody is credited twice. A resumed job logs how many rows it skipped.

Jobs left stuck for more than 24 hours are not auto-resumed, deliberately: by then the file may have been re-uploaded as a new job, and resuming the original could double-credit. Contact support if you have a job in that state.

Before a large import

• Test with a handful of rows first and confirm the balances in the Shopify admin.

• Decide about send_email up front — you cannot un-send notifications.

• Check the currency matches what those customers actually check out in.

• Keep the source file. It is your record of what was issued.