Transfer account data
You can transfer data between accounts using our transfer feature. Follow these steps to initiate a transfer:
Navigate to customer profile: Start by visiting the customer's profile from which you wish to transfer data.
Initiate transfer: Click on the "Transfer data" button within the customer's profile.
Enter destination email: Enter the email address of the account to which you wish to transfer data. You will be directed to the transfer page to proceed.
Transfer details
On the transfer page, you'll see basic account details for both the sending and receiving accounts, including name, email, membership details (if any) point balance, and reward program status.
You can specify the following details for the transfer:
Reward program status: Choose to set the reward program status to inactive for the sending account if it's no longer valid. Inactive accounts are excluded from reporting.
Membership details: Transfer membership IDs associated with the customer in your system (e.g., point of sale, membership, scheduling).
Points transfer: Specify the number of points to transfer. The default is the highest allowable level, which is the point balance of the sending account minus any points that should be excluded from a transfer to avoid a customer getting points twice for the same activity (e.g., points for registering).
Sent referrals: Choose to transfer any eligible "sent" referrals. Completed referrals are not transferred, but points earned from completed referrals can be included in the point balance transfer.
Important Notes
Non-transferable values: Name, email, and rewards program status cannot be transferred.
Merge requests: We do not support account merges. Instead, transfer data to the preferred account. Customers can merge accounts on their own by visiting their Perkville account, clicking on Settings > Email, entering their email address, and following the prompts.
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