With Lightspeed Loyalty, customers can collect loyalty with every purchase to spend in your store. You can adjust customer loyalty balances by downloading your customer list as a CSV file, editing using a spreadsheet software, then importing 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. In the loyalty_balance column, enter the total amount of loyalty you want the customer to have. For example, if you want to give a customer group $10 in bonus loyalty, add 10 to their current balance and enter the new balance in the column.
6. Save the CSV file.
7. In Retail POS, navigate to Customers > Customers.

8. Click Import customers.

   

9. Drag and drop the file or click Select a file to upload to search for and add the file.

   

10. Once you've attached the file, Retail POS will perform an error check. Click Export list of conflicts or Continue anyway. Depending on the issue, you may not be able to upload the spreadsheet so correcting any issues is recommended.
11. Ensure columns are mapped correctly and click Next.

12. If your current loyalty is in another unit like points, choose Loyalty balances are not in [x], and set the conversion value for your loyalty units. Then click Next.

    

13. Click Import customers.

What's next?