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Migrating from another loyalty program

  • Available on Pro, Advanced, Enterprise
  • Available on Core, Plus

It's easy to move your existing loyalty program to Retail POS. Our Retail Support team can import existing loyalty balances into Retail POS for you, so you can continue right where you left off.

All you need to do is provide us with a list of your customers from Retail POS and their current loyalty balances.

The only thing to consider is that Retail POS uses a currency-based loyalty program, so if your existing program uses points or free items, you'll need to convert any existing balances into your currency and set the new earn rates accordingly.

To get help with importing your loyalty balance, contact Retail Support.

Using Loyalty with Xero or QuickBooks Online

If you've integrated an accounting system with Retail POS, it's important to understand how it will work with Loyalty:

  • QuickBooks Online: This integration does not track loyalty values.

  • Xero: This integration tracks loyalty values. Read more here.

If you don't have an accounting integration, it's a good idea to speak to your accountant about how you manage and track loyalty rewards with them.

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