With Lightspeed Loyalty, customers can collect loyalty dollars to spend in your store with every purchase they make. You can adjust customer loyalty balances with a spreadsheet import.

The amounts you adjust in the spreadsheet file must be in currency, not Loyalty points. If you are using a points system, you will need to convert it to currency and enter the converted amounts only. For example, if you want to give your customer 1000 bonus points and 25 points = $1, you would enter "40" in the adjustment column for the customer (1000 points / 25 conversion rate).

Adjusting loyalty balances

To adjust loyalty balances, download your customer list and update the loyalty in a CSV file, edit using a spreadsheet software, then import the file back into Retail POS:

1. Navigate to Customers > Customers.
2. Use the available fields and filters to find your customer or group of customers.
3. Click Export list. A CSV file will download.

   

   You can only download 1000 customers per CSV file.

4. Open the file in Google Sheets or Excel.
5. Delete all columns except for customer_code, first_name, and last_name.
6. Add an additional column at the end and name it loyalty_adjustment.
7. Under the loyalty_adjustment column of each customer, enter your desired value:
   • Enter a positive value to add to the loyalty balance.
   • Enter a negative value to subtract from the loyalty balance.

     

8. Save the CSV file.
9. In Retail POS, navigate to Customers.
10. Click Import customers.

    

11. Drag and drop your file, or browse and select it. Retail POS will preview how many customers will be imported.

    Multiple imports should not be performed at the same time, especially if they are large.

12. If all looks correct, select Continue with import.

    

After the import, you will be returned to the Customers page. If the import was successful, a success banner message will display at the top of the page.

Adjusting loyalty balances using the Retail Imports Team

You may want to update the spreadsheet yourself but get assistance from the Retail Imports Team to upload the file to Retail POS.

1. Navigate to Customers > Customers.
2. Use the available fields and filters to find your customer or group of customers.
3. Click Export list. A CSV file will download.

   

   You can only download 1000 customers per CSV file. If needed, the Retail Imports Team can generate a special customer export for you, which may contain some additional data, including customer_id.

4. Open the file in Google Sheets or Excel.
5. Delete all columns except for customer_code, first_name, and last_name.

   You must include the customer_code for all the customers in your file. First and last names are required as a verification reference.

6. Add a new column called amount.

7. Under the amount column of each customer, fill out the amount you want to add or adjust:
   • Enter a positive value to add to the loyalty balance.
   • Enter a negative value to subtract from the loyalty balance.

     

     Amounts must be in currency, not Loyalty points. If you are using a points system, you will need to convert it to currency.

8. Save and export your file as an XLSX (preferred) or CSV.
9. Verify your file before submitting to avoid issues that may cause the data import to fail:
   • Remove special characters, like™,☺,©, etc.
   • Erase cells with N/A so the field is blank.
   • Format scientific numbers (4.001E+11) as regular integers (40010000000).
   • Format all cells, including cells with numbers, as plain text. In Google Sheets, click Format > Number > Plain text.
   • Ensure the only fields are customer_code, first_name, last_name, and amount.
10. Submit your file to the Retail Imports Team.

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