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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.
 
Table of Contents
 

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.

Screenshot 2026-03-18 at 5.05.47 PM

 

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.

    Screenshot 2026-03-18 at 5.09.43 PM
  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.

    Screenshot 2026-03-18 at 5.25.38 PM

  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.

      Screenshot 2026-03-18 at 5.27.09 PM

  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.

    Screenshot 2026-03-18 at 5.30.33 PM

  • Invalid Phone Numbers: Ensure all phone numbers consist only of digits. Any letters or special symbols may cause the row to fail.