How to Format & Import Shoppers & Loyalty Points

Modernize your store’s loyalty program by quickly moving your existing shopper data into Vori. This feature allows you to bulk-upload shopper profiles and their current point balances so you can reward your community without skipping a beat.

Before You Begin

Before uploading, make sure your file meets these standards. This keeps your import smooth and error-free.

File Format: Must be saved as a .CSV.

Prepare Your Import File

To ensure a successful import, your CSV file must be formatted correctly with the specific required information.

Column Header	Requirement	Description
Phone Number	Required	The unique identifier for every member. This is the only field Vori requires to create a profile. Use standard 10-digit formats (e.g., 5551234567) or E.164 format (e.g., +15551234567) to avoid import failures.
First Name	Optional	Helps you personalize the shopper experience via SMS communication.
Last Name	Optional	Recommended for better searchability in your member list.
Point Balance	Optional	Use this to migrate existing loyalty rewards. It will appear as a record in the shopper’s history. The importer currently supports “Point Balances” but does not support importing “Punch” card progress.
Email	Optional	Useful for future marketing reach-out.
Zip Code	Optional	Helps you understand where your shopper lives.
Birthdate	Optional	Can be used to track member milestone.

💡Tip: Open the Shopper Import Template in Google Sheets, select File > Make a copy, and enter your data there to ensure the headers stay perfect.

Upload and Map Your Data

Once your file is ready, you can upload it directly into the Member section.

Navigate to the Members section under Shopper Loyalty in New Back Office.
Click Import in the top right corner.
Drag and drop your CSV file into the upload area, or click Select File to browse your computer, then click Upload.
Map your columns: Vori will attempt to auto-match your file headers to the required fields.
Review the mappings and manually select the correct Vori field for any unmatched columns.
Click Next.

Review and Commit Changes

Review the Review Linked Data screen to see a preview of the members being added.
1. In Import: These rows are valid and ready for successful upload.
2. Invalid: These rows contain errors (such as missing names or duplicate numbers) and will not be imported.
Check the Invalid tab to identify rows that Vori cannot process. Common issues include:
- Duplicate Data: The phone number already exists in your Vori account.
- Formatting Errors: Phone numbers containing letters or incorrect characters.
Once you have verified the data, click Commit.

Troubleshooting

Points not appearing immediately? Try refreshing your browser or re-sorting the Member list by “Signup Date” to see the most recent additions.
Missing Transactions: Imported points appear as a single manual adjustment transaction in the member’s point history.
Invalid Phone Numbers: Ensure all phone numbers consist only of digits. Any letters or special symbols may cause the row to fail.

​Before You Begin

​Prepare Your Import File

​Upload and Map Your Data

​Review and Commit Changes

​Troubleshooting

Before You Begin

Prepare Your Import File

Upload and Map Your Data

Review and Commit Changes

Troubleshooting