How do I import existing customer points from another plugin?

Importing existing customer points from another loyalty plugin or system requires careful planning and execution.

Before You Begin:

Preparation Checklist:

• ☑ Export data from old system
• ☑ Backup your WordPress database
• ☑ Test import on staging site first
• ☑ Notify customers about the transition
• ☑ Plan import timing (low-traffic hours)

Required Data Format:

WupSales accepts CSV imports with these columns:

Import Methods:

Method 1: Built-in CSV Importer (Recommended)

1. Navigate to AI Copilot → Tools → Import Points
2. Click “Choose File” and select your CSV
3. Map columns to WupSales fields
4. Review preview (first 10 rows)
5. Choose import options:
   • ☑ Add to existing points vs Replace points
   • ☑ Send notification emails
   • ☑ Create import log
6. Click “Import Points”
7. Monitor progress bar
8. Review import summary

Method 2: WordPress CLI (Large Imports)

For 10,000+ customers:

wp wupsales import-points --file=points.csv --batch=500

Method 3: Direct Database Import (Advanced)

For developers with database access:

INSERT INTO wp_waic_history (user_id, points, type, reason, date) 
VALUES (123, 1500, 'import', 'Imported from previous system', NOW());

⚠️ Warning: Direct database edits can corrupt data if done incorrectly. Always backup first!

Migrating from Specific Plugins:

From YITH WooCommerce Points:

1. Export from YITH: YITH → Points → Export
2. CSV will include: email, points, collected, used
3. Calculate: current_points = collected – used
4. Import to WupSales with current_points

From WooCommerce Points and Rewards:

1. Export customer list with points metadata
2. Use SQL query to extract points:

   SELECT 
     u.user_email as email,
     um.meta_value as points
   FROM wp_users u
   JOIN wp_usermeta um ON u.ID = um.user_id
   WHERE um.meta_key = '_wc_points_balance'

3. Export to CSV and import to WupSales

From Custom System:

1. Format data as CSV with email and points columns
2. Ensure emails match WordPress user emails exactly
3. Import using WupSales CSV importer

Post-Import Verification:

Quality Checks:

• ☑ Total points imported matches source system
• ☑ Random sample of customers shows correct balances
• ☑ Points history shows import transactions
• ☑ No duplicate entries
• ☑ Email notifications sent (if enabled)

Common Issues & Fixes:

Issue: Email not found

• Cause: Customer doesn’t exist in WordPress
• Fix: Create user accounts first, or import with auto-create option

Issue: Duplicate points

• Cause: Importing same file twice
• Fix: Delete import batch via Tools → Import History → Rollback

Issue: Wrong point values

• Cause: Point conversion rate not applied
• Fix: Re-import with conversion multiplier (e.g., old_points * 10)

Point Value Conversion:

If old system used different point values:

1. Determine conversion rate:
   • Old: 100 points = $1
   • New: 100 points = $1
   • Conversion: 1:1 (no change)
2. Or:
   • Old: 1 point = $1
   • New: 100 points = $1
   • Conversion: Multiply by 100
3. Apply conversion in CSV before import:

   new_points = old_points * 100

Communication Plan:

Before Import:

• Email customers about system transition
• Explain any point value changes
• Provide new redemption instructions
• Set migration date/time

After Import:

• Confirm successful migration
• Remind customers how to check their balance
• Offer support for questions
• Monitor for import-related issues

Rollback Plan:

If import goes wrong:

1. Navigate to AI Copilot → Tools → Import History
2. Find your import batch
3. Click “Rollback Import”
4. Confirm deletion
5. Fix issues and re-import

Pro Tip: Always test your import with a small batch (10-20 customers) first to identify any data formatting issues before importing thousands of records!