Objective

Help a retailer import Retail POS Loyalty balances into Lightspeed Advanced Marketing as well as calculate the correct points balance.

Setup

• Retail POS for Mac or PC
• Lightspeed Advanced Marketing add-on
• Spreadsheet editing software (Open Office, Google Sheets, Microsoft Excel, etc.)

Steps

On Retail POS:

1. Login to Retail POS on Google Chrome
2. Navigate to Customers
3. Click Export List: 

On your spreadsheet software:

1. Open the .CSV file and delete all columns that are not first_name, last_name, loyalty_balance, and email
2. Edit the headings to Firstname, Lastname, Email, and Points or use this template here

⚠️ Important: The customer's first name and email address are required. If these values are missing, the file cannot be imported into Lightspeed Advanced Marketing.

Depending on how the retailer has setup their Retail POS Loyalty program, they may need to do some calculations to have the loyalty dollars and Lightspeed Advanced Marketing rewards points match up.

Customize your Lightspeed Advanced Marketing settings to match your Retail POS Loyalty settings (optional)

Lightspeed Advanced Marketing is a points-based system in comparison Retail POS's loyalty program is a cash-back system. To ensure a smooth transition, there are two settings we recommend updating to match your current Retail POS settings.

📝 Please note: This is an optional step. If you want to start your new loyalty program from scratch and just migrate customers' points please skip ahead to the next section "Prepare your Retail POS Loyalty CSV file ready to import into Lightspeed Advanced Marketing". 

Set the Making a Purchase earning rule

1. On Retail POS (signed in as an admin), click Setup

2. Click Loyalty to open your Retail POS loyalty settings

3. Check the rate that your customers earn Retail POS Loyalty $ 

4. Convert your Retail POS earning rule to Lightspeed Advanced Marketing's points earn rule: 

• Retail POS's $1 Loyalty is the equivalent to 1 Loyalty Point in Lightspeed Advanced Marketing. 
• The $ (Spend) is the equivalent to the amount the customer must spend to earn 1 Loyalty Point in Lightspeed Advanced Marketing.

Here's a couple of examples:
➡️ IF you have $1 = $1 Loyalty in Retail POS
➡️ THEN in Lightspeed Advanced Marketing your Making a purchase earn rule should be set to
'Earn 1 point for every $1 spend'  

➡️ IF you have $5 = $1 Loyalty in Retail POS
➡️ THEN in Lightspeed Advanced Marketing your Making a purchase earn rule should be set to
'Earn 1 point for every $5 spend'

Check your Points column amounts
Lightspeed Advanced Marketing is a points-based system and Retail POS's Loyalty program is a cash-back system.

If you have decided to create a new Lightspeed Advanced Marketing program from scratch, then you may need to convert your customers' Retail POS loyalty balances to be in line with your new earning points rules. To do this you will need to:

1. Look at your Retail POS earning rule & convert your customers' loyalty balances based on your new Lightspeed Advanced Marketing earning rule.
For example:
➡️ IF you have $10 = $1 Loyalty in Retail POS and,
➡️ IN Lightspeed Advanced Marketing, your 'Making a Purchase' earn rule is 'Earn 1 point for every $1 spend'
➡️ THEN to convert your customers' Retail POS Loyalty $ to Lightspeed Advanced Marketing points, you need to multiply your customers' Retail POS loyalty balances by 10 to update their balance to be in line with your Lightspeed Advanced Marketing's points earning rule.
2. In your spreadsheet, add a column to the right of your Points column and also call this column Points
3. In the new column add a formula to multiply the customer's points amount by the earning rule. For example: =D2*10 (using the amount from the above scenario)
4. Copy that formula to the last entry of the spreadsheet.
5. Copy your new Points column and then paste values only in the points column.
6. Delete the 'new' Points column so that you only have the original points column with the new points balances. Your spreadsheet should look similar to this:

Save your Retail POS Loyalty list file a as a .CSV file

On Lightspeed Advanced Marketing:

Import your customer database CSV file into Lightspeed Advanced Marketing

1. In Lightspeed Advanced Marketing, go to Customers

2. Under Customers, click Actions

3. In the drop-down, select Import Customers

4. Select your points import option: 

• Add points to customers' existing points balance (recommended)
  This will add the points column value to the customers' profile. E.g. if the points value is 0, it will add 0 point to the customers' account. 
• Replace customers' current balance with points amount in CSV
  This will replace the points column value to the customers' profile. E.g. if the points value is 10, it will replace the customers' current points balance with the new points balance, 10, from the CSV import.

5. Under Tag any imported customer(s) with the label: You can enter a custom tag name (this is optional):

This will automatically tag the customer's profile in Lightspeed Advanced Marketing with the custom tag when imported. For example, adding the tag "Retail POS Loyalty Customer" could help you identify customers who have been migrated from your Retail POS Loyalty program.  

💡Quick Tip: Adding a custom tag will allow you to create this as a group under Segments.

6. Click Upload file to start import

⚠️ Important: By importing customers you are confirming that any newly added customers' accept marketing. Please remove any customers who don't accept marketing from your file before uploading.

7.  Click Upload data from file, then select the CSV file from your computer

8. Double check if the first row of your spreadsheet is the Column Names (headers),

• If the first row does contain your headers, click Yes 
• If the first row doesn't contain your headers, click No

9. Double check your Column names (headers) match Lightspeed Advanced Marketing's customer fields

📝 Note: This is to ensure your customer's details are populated in the correct field in their Lightspeed Advanced Marketing profile. For example, the customer's first name is populated in the 'Firstname' field. 

10. Review your CSV File. Click the toggle Only show rows with problems to see the customer row(s) that may not be able to be imported into Lightspeed Advanced Marketing

Common reasons for errors include:

• The row is blank and doesn't include any details
• The Points column has blank cells, if the customer doesn't have a points balance please enter 0 as a value. 
• The first name doesn't start with a letter or includes special characters e.g. #$^&
• The email must contain a valid email address 
• The mobile must start with a + or numbers e.g. +6127123123 or 027123123
• The CSV file contains over 100,000 customers (100,000 is the maximum number of customers who can be imported at one time)

11. Fix any rows with problems

12. Click Complete to start importing your CSV file.  

Your CSV File will automatically start to import into Lightspeed Advanced Marketing. 

📝 Note: This import may take up to four hours, depending on the size of your customer database.

Attachments

• Marsello-Rewards-Template.csv32 Bytes