Imports: Sample Use Cases and Flows

This article shares a possible use case you could support. This can be a helpful jumping off point as you plan your implementation.

Migrate customer data from an external loyalty platform

Transfer existing customer loyalty data from a 3rd party system to a Wix loyalty program while maintaining customer point balances and program continuity.

Get and export customer data

1. Call Activate Loyalty Program to initialize the loyalty program on the Wix site.
2. Call Update Loyalty Program to set the point name, icon, and other program details to match the previous system.
3. Call Create Earning Rule to establish how customers can continue earning points in the new system.
4. Use the Contacts API to ensure all customers from the old system exist as contacts in Wix.
5. Export customer data from the external platform and format it as a CSV file with required fields.
6. Call Create Loyalty Import File URL to get a secure URL for uploading the data file.

Import customer data

1. Upload the prepared CSV file to the URL obtained in the previous step.
2. Call Create Loyalty Import to parse and validate the uploaded file.
3. Call Execute Loyalty Import to process all customer data and create loyalty accounts.
4. Use Get Loyalty Import to track the import status and handle any errors.
5. If errors occur, call Get Error File Download URL to download detailed error information and address data issues.
6. Call Query Loyalty Accounts to confirm all customer accounts were created successfully with correct point balances.