> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yuko.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> View customer points balances, activity, rewards, recent orders and adjust points manually.

<Note>
  **Where to find this:** Shopify admin → Apps → Yuko Loyalty → Customers
</Note>

## Introduction

The Customers page is your operational view of the loyalty program. Every Shopify customer who earns or redeems anything appears here, with a full activity log, current balance, active rewards and recent orders.

<Tip>**Customers is a top-level nav item** — you'll find it in the Yuko sidebar alongside Loyalty, VIP, Referral, and Membership. It's documented under "Loyalty Program" here because customers are the operational counterpart to the loyalty rules, but you don't need to be inside Loyalty to reach it.</Tip>

## What problem this solves

When a customer asks *“where are my points?”* you need to answer in 30 seconds. The Customers view gives you the full audit trail — and the ability to manually credit or debit points to fix issues without touching the database.

## When to use

* Resolving customer support tickets about missing or incorrect points.
* Migrating customers in from a previous loyalty program.
* Debugging an earning rule.
* Manually rewarding a customer for a one-off action.

## Overview

* Searchable list of every loyalty customer.
* Customer detail with balance, tier, transactions, activity, recent orders and active rewards.
* Manual **credit / debit points** action with a required note.
* Bulk **import customers** via CSV.

## Before you start

<Check>Yuko app is installed on your Shopify store — see [Install Yuko on Shopify](/installation-and-setup/install-on-shopify).</Check>
<Check>The Yuko **Theme App Embed** is enabled in your active theme.</Check>
<Check>Your loyalty program is enabled at **Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings**.</Check>
<Check>Points label and currency are configured.</Check>

## Setup guide

### Find a customer

<Steps>
  <Step title="Open the Customers list">
    Login to your Shopify admin and go to **Apps → Yuko Loyalty → Customers**.
  </Step>

  <Step title="Search">
    Search by email, name or Shopify customer ID. Use the filters to narrow by tier, points balance or last activity.
  </Step>

  <Step title="Open the profile">
    Click a row to open the customer detail panel.
  </Step>
</Steps>

### Adjust points manually

<Steps>
  <Step title="Open the customer profile">
    Find and open the customer.
  </Step>

  <Step title="Choose Credit or Debit">
    Click **Adjust points** and pick **Credit** to add or **Debit** to remove.
  </Step>

  <Step title="Enter amount and note">
    Enter the points value and a short reason. The note is required and shows up in the audit log.
  </Step>

  <Step title="Confirm">
    Click **Apply**. The change is reflected immediately and a notification email may be sent to the customer (configurable).
  </Step>
</Steps>

### Import customers

<Steps>
  <Step title="Open Import">
    From the customer list, click **Import**.
  </Step>

  <Step title="Upload your CSV">
    Map your CSV columns to Yuko fields: email, points balance, tier (optional).
  </Step>

  <Step title="Validate">
    Yuko shows a preview and reports any rows it can't match to a Shopify customer.
  </Step>

  <Step title="Import">
    Confirm the import. Each row creates a *manual credit* transaction so the audit log stays clean.
  </Step>
</Steps>

<Tip>**Migrating from another loyalty platform?** For a cleaner path than CSV import, consider [Backfill Points](/loyalty/backfill-points) — it computes points from actual Shopify order history using your Place-an-order rule, so day-one balances reflect what customers *would have* earned had Yuko been running the whole time.</Tip>

## How it works

* The customer record is a 1:1 mirror of the Shopify customer.
* Each adjustment creates a **points transaction** with the agent's name and reason note.
* The activity feed merges points transactions, redemptions, tier changes and earned rewards into a single chronological view.

### Decision guidance

* **Always include a reason note** when adjusting points. Future you (and your support team) will thank you.
* **Use Import for migrations**, not for ongoing operations. Use the API for any recurring sync.
* **Prefer Backfill Points over CSV import** when you want spend-proportional starting balances.

### Limitations

* Adjustments don't trigger Way-to-Earn campaigns; they're a direct ledger operation.
* Import is one-shot; updates re-import as additive credits, not in-place edits.

## Examples

* A support agent compensates a customer with 200 points for a botched delivery, with note *"Goodwill credit — delivery delay 5/12"*.
* A migrating store imports 12,000 customers from a previous loyalty app, mapping spend to a starting balance.

## Best practices

<Tip>**Treat the activity feed as legally meaningful.** It's the source of truth in disputes.</Tip>
<Tip>**Limit who can adjust points.** Restrict the *Adjust points* action to admins via team roles.</Tip>

## FAQs

<AccordionGroup>
  <Accordion title="Why is a customer missing from this list?">
    They appear after their first qualifying event (earn, redeem, manual adjust). Customers without any activity won't show.
  </Accordion>

  <Accordion title="Can I export the customer list?">
    Yes — use the **Export** option from the list. It produces a CSV with current balance and tier.
  </Accordion>

  <Accordion title="What happens if I delete a customer in Shopify?">
    Yuko marks them inactive and stops awarding points, but the historical record is preserved.
  </Accordion>

  <Accordion title="What's the difference between Import and Backfill Points?">
    Import takes a CSV of email + balance you supply. [Backfill Points](/loyalty/backfill-points) computes balances from Shopify order history using your active Place-an-order rule — no CSV needed. Backfill is usually cleaner for migrations.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Backfill Points" icon="clock-rotate-left" href="/loyalty/backfill-points">
    Retroactive points from past Shopify orders — the modern migration path.
  </Card>

  <Card title="One-time Campaigns" icon="gift" href="/loyalty/one-time-campaigns">
    Award points to a segment in one shot — great for onboarding gestures.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Ways to Earn" icon="hand-holding-dollar" href="/loyalty/ways-to-earn/overview">
    Configure how customers earn points across your store.
  </Card>

  <Card title="Ways to Redeem" icon="gift" href="/loyalty/ways-to-redeem/overview">
    Set up reward types customers can redeem with their points.
  </Card>

  <Card title="Program Settings" icon="sliders" href="/loyalty/program-settings">
    Define points labels, currency, and customer eligibility.
  </Card>

  <Card title="Customers" icon="users" href="/loyalty/customers">
    View balances, activity, and adjust points manually.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Book a Free Setup Call" icon="phone" href="https://cal.com/rameshelamathi/yuko-demo">
    Talk to our team for personalised setup help.

    **Time:** 30 minutes
  </Card>

  <Card title="Contact Support" icon="life-ring" href="https://yuko.so/support/">
    Visit our support hub for help articles, live chat and ticket submission.
  </Card>

  <Card title="Browse the Guides" icon="book" href="/getting-started/welcome">
    Documentation across loyalty, referrals, memberships and more.
  </Card>

  <Card title="Install Yuko" icon="shop" href="https://apps.shopify.com/yuko">
    Add Yuko to your Shopify store from the Shopify App Store.
  </Card>
</CardGroup>