Switching to Charm just got a lot less scary. The data-migration tool now ships a platform preset for Rivo with a dry-run preview, reconciliation, and a one-click revert if anything looks off.

Import with confidence

• Drop in a Rivo Points Logs export — Charm derives each customer's balance from the signed ledger and flags anything that needs attention before you commit
• A dry-run previews exactly what will change; revert restores pre-import balances from a snapshot if you change your mind
• Imports are email-silent by construction — migrating thousands of customers never fires a welcome blast
• Migrated customers are tagged so they're excluded from member-growth and earning analytics

Presets for Smile, LoyaltyLion, and Yotpo are queued behind the Rivo one.

Export your own data

Exports stepped up too: referrals and memberships now have their own CSVs, the activity cap rose with a clear truncation note, and large exports run asynchronously with a download link emailed when they're ready — no more browser timeouts on big stores.