Switching to CounterQuest

Your customers keep what they've earned. CounterQuest reads your old loyalty app's customer export, converts every balance so it's worth the same in dollars, shows you the whole result before anything changes, and never counts anyone twice.

What moves over

Points live on the Shopify customer record, so there's no separate member list to keep in sync. VIP tiers in CounterQuest come from Shopify's lifetime spend, so tier levels don't need to be copied: set up your tiers and every customer lands in the right one.

How the import works

1. Export a customer CSV from your old app (steps for each app below).
2. Upload it on CounterQuest's Switch apps page and pick the app it came from.
3. Map the columns. Columns CounterQuest recognises are picked for you; point any others at the right field. Only the points balance is required; email finds customers most reliably.
4. Set what an old point was worth, for example "100 old points = $1 off", or tick Keep the same numbers.
5. Dry run. Nothing changes yet. You see each customer's old points, new points and dollar value, how they were matched, and a "Needs checking" list for rows that didn't match exactly one customer. Download the full report if you like.
6. Import. Big files run in rounds with a progress count, and you can come back to a paused import later.

The full import walkthrough covers each screen in detail.

Switch-over checklist

1. Set the start date first. In CounterQuest, Settings → Start date = your switch-over day. Only orders on or after it earn, so orders the old app already rewarded don't earn twice.
2. Set your earn rate and rewards. They don't have to match the old program; the import converts by value.
3. Stop earning in the old app on switch-over day, then export, so the file holds final balances.
4. Import: dry run, check the "Needs checking" list, then import.
5. Turn off the old app: its widgets, emails and checkout features, or uninstall it, so customers see one program.
6. Switch on CounterQuest: the rewards button on your site and the Rewards tile on Shopify POS.
7. Tell customers. The import page has an announcement email to copy, and a double points weekend gives people a reason to look.

What doesn't move

• Points history. Each customer starts with one line, "Imported from the old app: N". Their old activity stays in the old app (export it first if you want a copy).
• Reward codes already handed out. These are discount codes in your Shopify admin, so they keep working until they expire or you delete them under Discounts.
• Referral links. Members get a new link from the Refer a friend tab on your rewards page.
• Old tier names and tags. CounterQuest only adds and removes its own tags (they start with "Rewards: "), so any tags your old app left on customers stay until you remove them.

Pick your current app

Each page has that app's export steps, what CounterQuest reads from its file, and the questions shops ask about that switch.

Using something else, or a spreadsheet? Any CSV with a header row works: a points balance plus email, Shopify customer ID, phone, or first and last name. Choose Other app / spreadsheet and name your old program so customers recognise it in their history.