Store Credit Bulk Add

💰 Add Shopify store credit to many customers at once.

The Bulk Add Store Credit feature adds Shopify store credit to multiple customer accounts — or B2B company locations — in a single operation. Store credit is a monetary balance attached directly to a customer record — it applies automatically at checkout when the customer is logged in, requires no code, and cannot be transferred between customers.

Store credit vs. gift cards: Store credit lives on the customer record and applies to their account at checkout. Gift cards are codes that anyone holding the code can redeem, regardless of which customer record (if any) they're attached to. Use store credit for refunds, compensation, loyalty rewards, and account-bound promotions; use gift cards for transferable value. See Gift Cards vs Discount Codes vs Store Credit for a full comparison.

Prerequisite: new customer accounts. Per Shopify, store credit can only be redeemed at checkout when the customer is authenticated via new customer accounts. If your store uses classic customer accounts, recipients won't be able to spend the credit. Check or switch under Shopify Admin → Settings → Customer accounts.

💡 Common Use Cases

• Service compensation — credit customers affected by shipping delays, quality issues, or outages.

• Refunds as credit — push refunds back as store credit so the customer shops with you again.

• Seasonal promotions — credit a customer segment for a campaign window.

• Loyalty rewards — credit customers who hit a milestone (e.g. 10+ orders).

• Win-back campaigns — credit dormant customers to re-engage them.

• Contest / giveaway prizes — credit a list of winners.

• B2B allowances & rebates — credit your wholesale companies so their buyers spend it at B2B checkout.

📝 Form Fields Explained

Value

• Amount (required, minimum 1).

• Currency — any of the ~130 ISO 4217 currencies supported by Shopify. Defaults to your store's primary currency.

Store credit expiry

Choose one of three options:

• Store credit never expires — no expiration.

• Store credit expires relative to creation date — set a duration in days, weeks, months, or years from when the credit is added.

• Store credit expires on a specific date — pick an exact future calendar date (past dates are disabled).

Recipients

The Add store credit to toggle switches between two audiences: Customers (default) and B2B companies (see B2B Company Recipients below).

For Customers, choose how to provide who receives the credit. Switch between methods using the tabs:

• Manual list of emails — paste or type emails separated by commas or new lines.

• Select customers — pick individual customers from your store via the customer picker.

• Select customer segment — pick a Shopify customer segment; all members become recipients.

• Customers query — enter a Shopify customer search query (e.g. tag:vip or orders_count:>5). The list is resolved at execution time.

See the Recipients Selector page for a deep dive on each method, including limits and recommended use cases. For query syntax, see the Customers Query Selector.

Store credit can only be added to existing Shopify customer records. Recipients without a matching customer in your store are skipped.

🏢 B2B Company Recipients

Switch the Add store credit to toggle to B2B companies to credit your wholesale companies instead of individual customers. Credit is added per company location — the level where Shopify B2B checkout looks for it — so buyers ordering on behalf of that location can see and spend it at checkout.

Requires B2B on Shopify (Shopify Plus). The first time you switch to the companies audience, the app asks for permission to read your companies — the toggle activates once you grant it.

Choose how to provide the companies using the tabs:

• Select companies — pick companies from a searchable list. Checking a company selects all of its locations; expand a company to check or uncheck individual locations.

• Companies query — enter a Shopify company search query (e.g. name:Acme* or external_id:1234). It's resolved at execution time — every location of each matching company receives credit. Great for scheduled runs that should pick up newly added companies.

• Manual list of companies — paste company external IDs or exact company names, one per line. Each line is matched at execution time (external ID first, then name) and expanded to all of that company's locations. Lines that don't match — or match more than one company — are reported as errors, never guessed.

Things to know for company credits:

• Currency matters — use the currency the company locations order in; credit in another currency won't be spendable at their checkout.

• No notification emails — company credits never send emails (the notification section is hidden for this audience). Buyers see the balance at checkout.

• Result file — company runs produce a result CSV with Company and Location columns instead of customer name and email.

• Expiry, scheduling, internal delivery options, and resume after limit errors all work exactly as they do for customers.

✉️ Notification Settings

The Send store credit notification checkbox controls whether recipients are emailed about the credit. When enabled, choose a sending method:

• Shopify Email — uses Shopify's built-in Store credit issued notification email. (This is Shopify's native template; you can edit it from your Shopify Admin.)

• App Email — uses Gift Card Factory's email infrastructure with a customizable template (built from the Store credit bulk add or Custom template type). Preview before sending.

• Shopify Flow — fires a Flow trigger; you configure the action that sends the email.

• Klaviyo — fires a Klaviyo metric; you configure a flow that responds to the metric.

Read more about each sending option.

📤 Internal Delivery Options

Independent of customer notifications:

• Allow store credits data download: Creates a download link in the Bulk Operations section. The link expires after 3 days.

• Send internal email with all generated store credits: Sends a list of the credit transactions (with the matching recipients) to an email address you specify (multiple addresses allowed, comma-separated).

▶️ Running the Operation

• Add now: Runs the operation immediately.

• Schedule: Runs the operation at a future date and time you select. The credit is added to each recipient's account at the scheduled time.

FAQ

A recipient doesn't have a customer record — what happens? Store credit can only be issued to existing customer records. Recipients with no matching customer are skipped. To add the customer first, create them in Shopify or use Bulk Send (gift cards) which can create customers on the fly.

Why can't I pick a past expiry date? The specific-date option only allows future dates — past dates would result in already-expired credit.

A recipient didn't receive a notification. Confirm the Send store credit notification checkbox was enabled and the chosen sender is configured: for Shopify Email check that the Store credit issued template is enabled in Shopify; for App Email confirm sending is enabled and your domain is validated; for Shopify Flow confirm a Flow is responding to the trigger; for Klaviyo confirm a flow is responding to the metric.

Can I add credit in a different currency from my store's primary currency? Yes — the currency selector lets you choose any supported currency. Behavior at checkout depends on Shopify's multi-currency configuration for your store.

Can I remove or reverse store credit added in bulk? This bulk operation only adds credit (it uses Shopify's storeCreditAccountCredit mutation). To deduct credit in bulk, use Store Credit Import from File with negative amounts; for one-offs, debit the customer directly in Shopify Admin.

Why can't buyers spend credit I added to their company? Check three things: the credit was added to the company location the buyer orders for (a company can have several locations, each with its own balance), the credit currency matches the location's checkout currency, and your buyers sign in with new customer accounts.

Do company recipients get a notification email? No — company credits never send emails. Buyers see the available balance at B2B checkout.

I switched to "B2B companies" but the picker shows no companies. B2B on Shopify is a Shopify Plus feature — on non-Plus stores there are no companies to list. Also confirm you granted the companies permission when prompted.