Success Stories
Migrating Loyalty Data from Okendo to Akohub
Step 1: Export Customer Data from Okendo Navigate to the Import/Export page in your Okendo dashboard Click Customer Profile’s Export button Click “Request export” to download the CSV file Step 2: Import Customer Data to Akohub In your Shopify admin, go to Ako Marketing > Settings > Customer Import Select the appropriate Import Type based on your needs: Edit Points: Add/subtract or set specific loyalty point values Manage VIP Tiers: Update customer membership levels Edit Customer Profiles: Modify customer details like birthdays or gender Step 3: Configure Import Settings Import Type #1: Edit Points When you might need this: You want to give points to multiple customers at once You're moving to Shopify from another platform You're switching from another loyalty app to Ako Marketing How to do this: Choose the point action: Add or subtract points: Give or take away points from what customers already haveFor example: Give 100 extra points as a bonus for the new loyalty program Set exact points: Give exact points to customersFor example: Import all the points from your previous platform/app without making any changes 2. Download our CSV template file here: Both point actions have a similar template: What does it mean? Customer ID: Each customer's Shopify number Points: How many points to add or remove (use minus sign for taking away points) When points expire: Date in yyyy-mm-dd format (leave empty if they don't expire) Import Type #2: Manage VIP Tiers When you might need this: You want to upgrade or change VIP Tiers for certain customers You're moving from another platform/app and want to keep membership levels You want to give VIP status to existing non-VIP customers How to do it: Go to Ako Marketing > Settings > Customer Import and pick "Manage VIP tiers" Optional: Check the box for "Customer will be issued the rewards once the tier is achieved" if you want customers to get their Tier upgrade rewards right away 3. Download and fill out the template here: This is what our template looks like: Customer ID: Each customer's Shopify number Tier Name: Which VIP level you want them to have Important: Make sure the tier name matches exactly as what you’ve set in the app, including lowercase and uppercase letters. Import Type #3: Edit Customer Profile When you might need this: You want to bring over birthday information or gender information from another platform/app How to do it: Go to Ako Marketing > Settings > Customer Import and choose "Edit customer profile" Download and fill out the template here: This is what our template looks like: Customer ID: Each customer's Shopify number Birthday: When they were born (yyyy-mm-dd format) Gender: Choose from man, woman, transgender, or prefer No Response Remember: Make sure the birthday and gender matches exactly how you’ve set it in the app, including the gender options. Step 4: Upload Your CSV File Once your template is updated, upload the CSV files You will need to upload each CSV file for each action Optional: Add a note about why you're changing points Public note: A note visible to customers in their points activity record. Internal note: A note for internal use only, not visible to customers. 3. Click Next to validate your file 4. Click Smart Import to make the changes 5. Check Import History to make sure everything worked 👋Got questions? We’re here to help: 📧 service@akohub.com 📅 Schedule a 20-minute free consultation online
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