If you already have a loyalty program with established members and points, you can follow these steps to migrate to PeopleVine:
- Login to the PeopleVine Control Panel
- Go to the Company Menu and click on Import Data
- You need to import 3 data sets to complete this:
Import customers into the CRM
Import members into the loyalty program
Import the points
You should now see your members and points in the system. Please note imports follow all rules in the system, so if they can only be rewarded once, they will only get the points once no matter how many times you import.