Introduction

The bulk credit adjustment feature trims the process of adjusting credits for a specific purpose to individual customers. Simply use a CSV file, input the details in the specified format, upload the file, and credits are swiftly adjusted.


Note: Bulk credit feature is available for Enterprise Plan users only. 


Steps to adjust credit for bulk customers

  1. To set up the Bulk credit rule, go to Customers > Bulk Credits on the top right side of the page.

  1. By clicking the Bulk Credit button, a panel for uploading the CSV file will appear.

Select Loyalty & rewards


  1. Prepare a CSV file as per the given sample CSV template and upload file.

Note: The credit value in CSV can be a whole or decimal number. No comma allowed in credit value.


  1. Once the file is uploaded, click the Apply button to start the Bulk credit adjustment process.

  1. You will receive email once the bulk credit adjustment process is completed successfully. 


Please note that, we are using the email address added to the profile section of Shopify store admin > settings > Store details, to notify store owners about process completion.


If you want to do this for a very large customer base and need assistance before executing the process please contact support@getflits.com