When you install Perkie on a store that already has order history, your existing customers start at zero points — even if they’ve been loyal shoppers for years. That’s not a great first impression. The import tool fixes this by going back through past orders and awarding points as if Perkie had always been running.
It’s a one-time catch-up, and it’s one of the nicest things you can do for your most loyal customers when you launch your programme.
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Where to find it
Go to Tracksies > Perkie in the left sidebar, then click the Import tab at the top of the page.
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Before you run it
Set up your earning rules first. The import uses your current settings — the earning rate, the “Calculate From” setting, rounding preference, and any exclusions. If you run the import with a rate of 1 and then change it to 2 later, the historical orders won’t be recalculated. Get your settings right in the Earning tab before you import.
If you haven’t been through the Settings Reference yet, that’s the right starting point.
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Step-by-step walkthrough
Step 1 — Choose your period
The first control on the Import tab is a period selector. Choose one of:
- Last 12 Months — orders from the past year only
- Last 24 Months — orders from the past two years
- All Time — every Completed order in your store’s history
If you’ve been trading for a long time and have thousands of historical orders, Last 12 Months is a sensible starting point — it covers your most recent and engaged customers without processing a decade of data. You can always run it again with a wider period later if needed.
Step 2 — Click Preview Import
Click the Preview Import button. This is a dry run — no data changes, nothing is awarded yet.
The preview calculates and shows you:
- How many eligible orders were found in the selected period
- How many unique customers would receive points
- The total number of points that would be awarded across all those orders
Take a moment to review these numbers. If something looks wildly off — too many or too few orders, or a points total that seems wrong — go back and check your earning rate in the Earning tab before proceeding.
Step 3 — Start the import
Happy with the preview? Click Start Import.
The import begins immediately. A progress bar appears showing how many orders have been processed out of the total. Orders are processed in batches of 50 at a time, in the background — so even large imports won’t time out or crash your site.
Step 4 — Let it run
You can watch the progress bar or leave the page and come back. If you close the page while the import is running, it will pause — the next time you open the Import tab, you’ll see the current status and can check whether it resumed or needs to be restarted.
If the import seems stuck and hasn’t progressed for more than 30 minutes, it’s considered stale and will be automatically cleared. You can then run it again from the beginning — any orders that were already processed will be skipped, so there’s no risk of double-awarding.
Step 5 — Review the completion summary
When the import finishes, a summary appears showing:
- Total points awarded
- Number of customers updated
- Number of orders processed
- Any errors (orders that couldn’t be processed — usually because no customer record could be found)
A small number of errors is normal on most stores. Orders placed as guests without an account attached may not have a customer record to credit, and those orders are skipped.
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What the import respects
The import applies the same rules as live order processing:
- Earning rate — from your current Earning tab setting
- Calculate From — subtotal or total, as configured
- Rounding — floor, round, or ceil, as configured
- Exclusions — products and categories on your exclusion list are skipped even in historical orders
The import does not apply bonuses (order bonus, first-order bonus, signup bonus, or birthday bonus) — those are one-time events that have already passed. It only awards the standard per-dollar earning.
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Only Completed orders are imported
The import only processes orders with a Completed status in WooCommerce. Processing, On-Hold, Pending, and other statuses are skipped. This mirrors how live point earning works — points are awarded when an order completes, not when it’s placed.
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Safe to re-run
The import is idempotent — if you run it twice, orders that were already processed are automatically skipped. Each order is marked internally once points have been awarded for it, and the importer checks for this mark before doing anything.
This means if your import was interrupted or you want to expand the period, you can safely click Start Import again. You’ll only get new points for orders that weren’t covered the first time.
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Common questions
Can I import just part of my history?
Yes — that’s exactly what the period selector is for. Choose Last 12 Months if you only want to back-fill the past year. Run it again with Last 24 Months later if you want to extend further (already-processed orders will be skipped automatically).
Will this affect my store’s performance?
No. The import runs in the background using WordPress’s scheduled task system. It processes 50 orders at a time with a short pause between batches. Your store stays fast and responsive throughout.
What if the import gets stuck?
If the import hasn’t progressed for more than 30 minutes, it will be automatically cleared. Open the Import tab and run it again — it picks up from where unprocessed orders begin.
If it keeps getting stuck, enable debug logging at Tracksies > Settings > Debug tab, run the import again, and use the Copy for Support button to send the logs to the support team.
The points total looks higher than expected — is that right?
Check your earning rate in the Earning tab. If it was set higher than intended, correct it before running the actual import. Remember: the preview shows exactly what will happen when you click Start Import, so use it to sense-check before committing.