Migrate third-party loyalty data to Dutchie Point of Sale

You can migrate loyalty data from third parties like Alpine IQ and Springbig with Dutchie POS. Learn how in this article.

It is possible to migrate loyalty data from third parties like Alpine IQ and Springbig into Dutchie Point of Sale. You will need to work directly with Dutchie’s support team to accomplish this.

You will need some experience working with spreadsheets to complete this migration. You will need access to Microsoft Excel or Google Sheets to perform this task.

Prepare for loyalty data migration

  1. Before you contact Dutchie Support, export a .CSV of your loyalty information from your third-party loyalty provider. This export should include, at minimum, the following columns:
    • First Name
    • Last Name
    • Mobile Phone
    • Loyalty Points
  2. Contact Dutchie Support. Let your support representative know you want to migrate external loyalty data from a third-party loyalty platform to Dutchie Point of Sale. Your Dutchie Support representative will provide you with a patient contact report .CSV. This will contain Customer IDs from Dutchie Point of Sale.
  3. You will now have two .CSVs:
    1. The file containing loyalty data that you exported from your third-party loyalty provider. (Generated by you)
    2. The patient contact report provided to you by Dutchie. (Generated by Dutchie)
  4. Combine these files to match up the Customer IDs from Dutchie to the loyalty data that you exported from Alpine IQ or Springbig.
  5. Confirm that the Customer IDs correspond correctly to the customer information.
  6. Return the combined file to Dutchie Support.
  7. Dutchie will perform the data migration and inform you when it is complete.

How to use VLOOKUP to combine .CSV files

Note!

External loyalty platforms create profiles, and do all customer lookups based on phone numbers. Therefore we recommend you use customer phone numbers to perform the lookup.

You will need to do a VLOOKUP to combine these files. 

VLOOKUP is originally an Excel function used to look up information in a table or data set and extract corresponding data. It is commonly used to avoid duplicating profiles during imports and to add database IDs for bulk updates. The function involves checking a value against a reliable unique value and then comparing it against a real export of the data in the database.

You can perform VLOOKUP using Microsoft Excel or Google Sheets. Click either link for instructions.

Things to know

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