Support & Resources

Your file must use exact headers: Customer ID, Email, or Phone (at least one required),Credit Amount, Debit Amount, Currency (must match store),Reason, and Expiration Date. Note: To prevent spreadsheet tools from changing large Customer IDs into scientific notation, you can optionally prepend the ID with an apostrophe (e.g. '12345678901).

Generally, no. If the customer exists in Shopify, the credit is attached automatically. If the customer doesn't exist, we will create a new profile using the provided email or phone number.

No. Each row represents a single operation. You cannot apply both a credit and a debit for the same customer in one row. Please use separate rows.

Expiration dates only apply to Credits. If left blank, the credit never expires. Dates must be in the future (MM/DD/YYYY).

Migrations now automatically pause if interrupted by network issues. You can resume exactly where you left off without duplicating data.

Enter a positive value in the Debit Amount column (e.g.,10, not -10). Do not put any text in the Reason column for debits.

No. You cannot reduce a customer's balance below zero. If you try to debit $50 from a $10 balance, the row will fail with an error.

Shopify's internal logic automatically deducts funds from the specific credit "bucket" that is set to expire soonest.

You can transfer up to $15,000 USD (or equivalent) per customer. Amounts pushing the balance over this limit will fail.

Expiration dates only apply to Credits. If left blank, the credit never expires. You cannot set an expiration date for a Debit.

No. Expiration dates must be in the future.

The tool converts your local date to UTC (Universal Time) to ensure consistency with Shopify's internal systems.

After an operation completes—whether it succeeds, fails, or is cancelled—you can download a detailed report of the migration.

The report contains every row processed during migration, including successful rows, failed rows, and validation errors.

You can open the report and filter rows by status. Failed rows are clearly marked for corrections before re-uploading.

Yes. Correct the failed rows in your CSV and create a new file to upload again. This avoids overwriting existing valid records.

No. The currency code in your CSV must exactly match your Shopify store's primary currency. Using a different currency will cause the import to fail.

No. Every store credit amount must be greater than zero. Zero or negative amounts will be rejected during migration.

You attempted to debit more money than the customer currently has in their account.

Updates are usually instant, but Admin caching may cause a delay. Refresh the customer page in Shopify to see the new balance.

You'll see the error "Store credit account does not exist." You must add store credit before debiting a customer with no credits.