Bulk Add Customers to Tier
Bulk Actions allows you to add multiple customers to a tier at once by uploading a CSV file. This is useful when you need to migrate existing customers to a new tier, upgrade a group of customers, or manually enroll customers in bulk.
Overview
The Bulk Add Customers to Tier feature enables you to:
Assign multiple customers to a specific tier simultaneously
Migrate customers from one tier to another in bulk
Enroll existing customers into a tier without individual processing
Important Note
This action only changes the customer's tier assignment
It does not create new members - customers must already exist in your Inveterate member database
Billing and subscription contracts are not automatically updated
How to Add Customers to a Tier in Bulk
Step 1: Prepare Your CSV File
Create a CSV file with the following required columns:
email - The customer's email address (must match existing member records)
Example CSV Format:
email [email protected] [email protected] [email protected] Important Guidelines:
The first row must be the header row with "email"
Each subsequent row should contain one customer email
Email addresses must match existing Inveterate member records
Customers who don't exist in your member database will be skipped
Step 2: Access Bulk Actions
Log in to your Inveterate merchant dashboard
Navigate to Settings in the left sidebar
Click on Bulk Actions

Step 3: Select Action Type
In the "Action Type" dropdown, select Add customers to tier
The interface will display options specific to this action
Step 4: Select Target Tier
In the "Select Tier" dropdown, choose the tier you want to assign customers to
This can be any active tier in your program (Paid, Free, or Spend-Based)
Step 5: Upload Your CSV File
Click Choose File or drag and drop your CSV file into the upload area
Ensure your file follows the format specified in Step 1
Click Submit to start the bulk action

Step 6: Monitor Progress
The system will process your CSV file and begin adding customers to the selected tier
You can view the progress and status of your bulk action in the Bulk Actions list
Once complete, you'll see a status update indicating how many customers were successfully updated
Use Cases
Tier Migration
Moving existing customers from a legacy tier to a new tier structure.
Example: You're redesigning your tier structure and want to move all "Silver" tier members to your new "Premium" tier.
Manual Enrollment
Adding customers to a tier when they weren't automatically enrolled through normal purchase flows.
Example: You've partnered with another brand and want to give their customer list VIP status in your program.
Tier Upgrade
Promoting a specific group of customers to a higher tier.
Example: Rewarding your top 100 customers by moving them from your "Gold" tier to "Platinum" tier.
What This Action Does
✅ Does:
Changes the customer's active tier assignment
Updates tier status in your member database
Makes customers eligible for benefits of the new tier
❌ Does Not:
Create new member records (customers must already exist)
Update or create Shopify subscription contracts
Process billing or charges
Apply retroactive benefits
Send notification emails (configured separately in your tier settings)
Important Considerations
Existing Members Only
This bulk action only works for customers who are already in your Inveterate member database. If you need to import new members, use the member import feature instead or contact support for assistance.
Subscription Contracts
If you're moving customers between paid tiers, this action does not automatically update their Shopify subscription contracts. Their subscription will remain at the previous tier's price until the next billing cycle or manual update.
Benefits Application
Customers will become eligible for benefits of the new tier immediately after the bulk action completes. However:
One-time benefits (like signup credits) will not be re-applied
Recurring benefits (like monthly credits) will apply at the next scheduled time
Active discounts from the previous tier may still be valid
Troubleshooting
Customers Not Updated
Issue: Some customers weren't added to the tier after upload.
Possible Causes:
Email addresses don't match existing member records
CSV file formatting is incorrect
Customers are in a cancelled or inactive status
Solution:
Double-check email addresses against your member list
Export your current member list to verify exact email formatting
Ensure CSV follows the required format
Contact support if you need help identifying why specific customers failed
CSV File Rejected
Issue: The system rejects your CSV file during upload.
Possible Causes:
Missing or incorrect header row
File is not in CSV format
File contains special characters or encoding issues
Solution:
Verify the first row contains "email" as the header
Save your file as CSV format (not Excel or other formats)
Remove any special characters and ensure UTF-8 encoding
Best Practices
Test First: Start with a small test file (5-10 customers) before running large bulk operations
Backup Data: Export your current member list before performing bulk tier changes
Verify Emails: Cross-reference your CSV emails with your member export to ensure accuracy
Document Changes: Keep a record of which customers were moved and when
Communicate: If changing tiers affects benefits or pricing, notify affected customers in advance
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