In this article:

  • Get an export of your customers and points from your old program
  • Upload your customer database to your new loyalty program

Get an export of your customers and points from your old program

Get a .CSV export of your current customer database, along with their points balance. Sometimes you need to ask your old loyalty program's support team for this.

This export should include your customers' : First Name, Last Name, Email Address
Their Current Points Balance is optional.
📝  Note: Email Address is required

Save this as a .CSV file, formatted like this:

> Find out more about preparing your .CSV spreadsheet for importing 

Upload your customer database to your new loyalty program

Upload your .CSV from Step 1 in your Members Tab

1. In the Marsello admin, go to Customers

2. Click Import customers/points in the top right corner

3. In the Import customers/points pop-up, click Choose File and select your customer database CSV file

4. Click Start Import

Your customer database will then be imported into your new loyalty program, along with your customers' current points balances.
This import may take a 10-20 minutes, depending on the size of your database.

📝 Note: When you import customers to your loyalty program with a point balance, they are considered as earning points and will become active customers.

If you need a hand, please let us know at help@marsello.com or via the chat icon at the bottom right of your screen.

Switching from another loyalty program app? 

> Use our complete guide to making the switch

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