Can Trezoro help me migrate from another loyalty program provider?
Yes, Trezoro offers complete customer migration services to help businesses switch from other loyalty program providers.
What Customer Data Can Be Transferred?
When migrating to Trezoro, you can transfer the following customer information:
Customer names and contact details
Customer point balances
Transaction history
Membership start dates
Customer marketing communication preferences
Step-by-Step Customer Migration Process
1. Download the Migration Template
Access the Trezoro customer import template (csv format) directly from your Trezoro back office dashboard.
2. Complete the Template
Fill in your existing customer data into the provided csv template. The template includes designated columns for all required customer information fields.
3. Submit Your Data
Upload the completed template to Customer Import section from your Trezoro dashboard.
4. Data Transfer Processing
The Trezoro team will process your customer migration request and import all data into your new system.
Key Benefits of Trezoro Customer Migration
Zero downtime: Customers experience no interruption in service
No additional fees: Customer migration is included at no extra cost
Preserved balances: All customer points transfer accurately
Full data integrity: Customer history maintained during transfer
Contact Information for Migration Support
For questions about switching providers or assistance with the customer migration template:
Email: help@trezoroloyalty.com
Required information: Your merchant name, Clover ID and completed migration template
Support availability: The Trezoro team responds to migration requests promptly
Frequently Asked Questions About Provider Switching
How long does the migration process take? Migration timelines vary based on customer database size, but most transfers are completed within 1-3 business days.
Will my customers notice the switch? No, the migration process is designed to be seamless with no disruption to customer access or balances.
What if I have a large customer database? Trezoro can handle customer migrations of any size. Contact the support team for large-scale migration assistance.
Do I need technical expertise to complete the migration? No technical knowledge is required. The CSV template is user-friendly, and the Trezoro team provides support throughout the process.