Before you continue: Check that your source data is accurate. Imported balances replace the selected customer balances in Flits rather than being added to them.

Go to Migration in your Flits Admin. Under What do you want to migrate?, select one or more of:

• Points
• Store credit
• VIP tier

Note: VIP tier import is available only after you have set up VIP tiers in Flits. This tells Flits which tier each imported customer belongs to. If tiers are not set up yet, this option will be greyed out with a Set up VIP tiers link to take you there first.

The sample CSV template changes based on what you select. For example, a template for Points only has different columns than a template for Points and VIP tier. Always download a fresh sample template for your current selection rather than reusing an older one.

For details on tier setup, assignment and migration limitations, see How to Migrate VIP Tiers to Flits.

Option 1: Upload a CSV File

Use this option if you are exporting data from your previous app, or from another source, into a spreadsheet.

1. Select Upload a CSV file.
2. Click Download sample CSV to get the template that matches your selected migration data.
3. Click Add CSV file and upload your completed file.

Maximum upload limit: 50 MB. You do not need to split large files below this limit.

Option 2: Import from a 3rd-Party App

Use this option if the app you are moving away from is directly supported by Flits.

1. Select Import from a 3rd-party app.
2. Choose your app from the 3rd-party app dropdown.
3. Follow the prompt to connect the app. Flits will pull customer balances directly through the app’s API, with no CSV required.

Currently supported: Smile.io.

Important: 

Flits updates the selected customer balances to match the values in your migration file or connected app. Review your source data before proceeding to ensure the imported balances reflect what you want your customers to have in Flits.

If you’d like to add the migrated value to an existing Flits balance instead, contact our team before starting. We’ll help you determine the right approach.

You can still migrate your loyalty data to Flits using a CSV export from your previous app.

1. Export the customer data you want to migrate from your existing app.

2. In Flits, select Upload a CSV file and download the sample template for your selected data.

3. Prepare your file using the template and upload it.

If you’d prefer a direct connection, email support@getflits.com with the name of your previous app. We welcome requests for additional integrations and will help you understand the available options.

Toggle on Sync data with marketing apps if you want your migrated points data to stay up to date in the third-party marketing apps you have already connected to Flits.

This is useful if you plan to trigger campaigns based on migrated loyalty data later, for example, a points balance reminder email sent through your marketing app. This option takes effect only if the relevant integration is already set up and active in Flits.

Before applying your data, you can review a preview report to understand what will be imported, skipped or flagged. This gives you an opportunity to check your data and address any issues before proceeding.

• Preview report - Runs a check on your file or data and shows what will be imported, skipped, or flagged before anything is applied. Use this option to catch issues first.
• Migrate now - Starts the migration immediately. Use this option if you are confident that your file or connected data is correct.

• You will receive an email once the process completes, with a detailed report of what was imported.
• You can review the outcome at any time from View import history in the top-right corner of the Migration page.

Click View import history to see all past migrations. You can filter results by All, Completed, or Failed.

We’re here to make your move to Flits as smooth as possible. Whether you need help preparing your CSV, migrating a large customer base or choosing the right migration approach, our team is happy to guide you.

Email support@getflits.com and tell us which app you’re moving from and what data you’d like to bring over.