> ## Documentation Index
> Fetch the complete documentation index at: https://help.vori.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Format & Import Shoppers & Loyalty Points
> Learn how to quickly move your existing shopper data using Vori's self-service import tool.
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](https://docs.google.com/spreadsheets/d/14oZED5W5kPQMveYyQhs2mM4KVF2apnUyKCMq-YIwpME/edit?usp=sharing)** 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.
1. Navigate to the **Members** section under Shopper Loyalty in New Back Office.
2. Click **Import** in the top right corner.
3. Drag and drop your CSV file into the upload area, or click **Select File** to browse your computer, then click **Upload**.
4. **Map your columns:** Vori will attempt to auto-match your file headers to the required fields.
5. Review the mappings and manually select the correct Vori field for any unmatched columns.
6. Click **Next**.
***
### Review and Commit Changes
1. 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.
2. 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.
3. 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.
## Related topics
- [How to Format & Import House Accounts](/point-of-sale-pos/house-accounts-charge-accounts/how-to-format-and-import-house-accounts.md)
- [How to Format & Import Existing Gift Card Data](/point-of-sale-pos/store-gift-cards/how-to-format-and-import-existing-gift-card-data.md)
- [How to Format and Import Promotion Files](/promotions/how-to-format-and-import-promotion-files.md)