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## Resource: Sample Use Cases and Flows

## Article: Sample Use Cases and Flows

## Article Link: https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/imports/sample-use-cases-and-flows.md

## Article Content:

# 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](https://dev.wix.com/docs/api-reference/crm/loyalty-program/loyalty-program-management/program/activate-loyalty-program.md) to initialize the loyalty program on the Wix site.
1. Call [Update Loyalty Program](https://dev.wix.com/docs/api-reference/crm/loyalty-program/loyalty-program-management/program/update-loyalty-program.md) to set the point name, icon, and other program details to match the previous system.
1. Call [Create Earning Rule](https://dev.wix.com/docs/api-reference/crm/loyalty-program/loyalty-program-management/earning-rules/create-loyalty-earning-rule.md) to establish how customers can continue earning points in the new system.
1. Use the [Contacts API](https://dev.wix.com/docs/api-reference/crm/members-contacts/contacts/contacts/introduction.md) to ensure all customers from the old system exist as contacts in Wix.
1. Export customer data from the external platform and format it as a CSV file with required fields.
1. Call [Create Loyalty Import File URL](https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/imports/create-loyalty-import-file-url.md) 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.
1. Call [Create Loyalty Import](https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/imports/create-loyalty-import.md) to parse and validate the uploaded file.
1. Call [Execute Loyalty Import](https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/imports/execute-loyalty-import.md) to process all customer data and create loyalty accounts.
1. Use [Get Loyalty Import](https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/imports/get-loyalty-import.md) to track the import status and handle any errors.
1. If errors occur, call [Get Error File Download URL](https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/imports/get-error-file-download-url.md) to download detailed error information and address data issues.
1. Call [Query Loyalty Accounts](https://dev.wix.com/docs/api-reference/crm/loyalty-program/accounts/accounts/query-loyalty-accounts.md) to confirm all customer accounts were created successfully with correct point balances.