For Lightspeed Retail (R-Series) POS users
Customize your Marsello settings to align with your Lightspeed Loyalty setup (optional). Marsello's loyalty program uses a points-based system, similar to Lightspeed Loyalty. For a seamless transition, we recommend updating these two key settings:
Purchase earning rule
Profile completion earning rule
📝 Note: This step is optional. If you prefer to start your new loyalty program from scratch and only migrate customers' points, skip to the next section: 'Prepare your Lightspeed Loyalty CSV file for import into Marsello
Set the Making a purchase earning rule
1. In your Lightspeed Loyalty manager, confirm the rate at which customers earn Lightspeed Loyalty points.
2. Align your Lightspeed earning rule with Marsello's points-earning rule.
📝 Note: One Lightspeed Loyalty point equals one Marsello loyalty point.
3. In your Marsello admin, under Loyalty click Points program > Earning
4. Next to Making a purchase, click Edit
5. Enter the number of points per $ spend you want customers to earn according to your Lightspeed Loyalty settings.
6. Click Save
📖 Learn more: Setting the Making a purchase earn option.
Set the Complete profile earning rule
Marsello's 'Complete Profile' earning option encourages customers to share additional details, such as their birthday, gender, and mobile number. To convert your Lightspeed Loyalty Bonus into Marsello's 'Complete Profile' earning rule, follow these steps:
1. In your Lightspeed Loyalty manager, confirm your Loyalty Bonus amount
2. Match Lightspeed Loyalty profile rule to Marsello's Complete Profile points earn option. Please note that one Lightspeed Loyalty point is equivalent to one Marsello loyalty point.
3. In your Marsello admin, go to Loyalty and click Points program > Earning
4. Next to Complete Profile, click Edit
5. Enter the number of points you want customers to earn when they complete their profile according to your Lightspeed Loyalty bonus settings.
6. Click Save
💡Tip: Learn more about setting the complete profile earn option here
Prepare Your Lightspeed Loyalty CSV for Import into Marsello
To ensure that your Lightspeed Loyalty CSV is successfully imported into Marsello, it is important to update your CSV file format following the below steps.
1. Get a CSV export of your Customer Loyalty by logging into your Lightspeed Loyalty Manager and go to Customers > Manage Customers > Export All Customers.
📝Note: The Export feature is only available on a Desktop or Laptop
2. Open your CSV as a spreadsheet and delete all columns except the following:
First Name (values are required)
Last Name
Email Address (values are required)
Points Balance (values are required, please include a 0 if not applicable)
Mobile
⚠️ Important: The customer's first name and email address are required. If these values are missing, the CSV. file cannot be imported into Marsello under the Import Customers function. Instead, the Import Points function will need to be used and the following identifiers are available:
Email
Lightspeed Customer Code
ExportID (Marsello ID provided in a CSV export directly from Marsello)
Mobile
3. Check & update your column heading text to be the following:
Firstname Column → Firstname
Lastname Column → Lastname
Email Column → Email
Balance Column → Points
Mobile Column → Mobile
Lightspeed Customer Code (if using as the identifier)→ Lightspeed Customer Code
ExportID (if using as the identifier)→ ExportID
For example:
4. Check your Points column amounts
Marsello’s loyalty program operates on a points-based system, while Lightspeed Loyalty is cashback-based.
If you’ve converted your Lightspeed Loyalty settings to Marsello (e.g., updated your ‘Making a Purchase’ earning rule), no further action is needed. Simply proceed to step 6 (Save & Export).
If you're starting a new Marsello loyalty program from scratch, you’ll need to convert your customers' Lightspeed loyalty balances to align with your new points-earning rules.
Here’s how to do it:
1. Review your Lightspeed earning rule.
2. Convert your customers’ balances based on your Marsello earning rule.
For example:
If your Lightspeed rule is $10 = $1 Loyalty and your Marsello rule is 1 point per $1 spent, you’ll need to multiply your customers’ Lightspeed loyalty balances by 10 to align with Marsello’s points system.
3. In your spreadsheet, add a new column next to the "Points" column, and name it "Points."
4. Use a formula to multiply each customer’s points by your new earning rule. For example: =D2*10 (replace D2 with the appropriate cell reference).
5. Copy that formula to the last entry of the spreadsheet.
6. Copy your new Points column and then paste values only on top of the original points column.
7. 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:
8. Save and export your Lightspeed Loyalty list file as a .CSV file
💡Tip: To save a file as a .CSV, in the spreadsheet tool, this can often be found under Export to or Download as in the settings menu.
Import your customer database CSV file into Marsello
1. In your Marsello Admin, go to Customers > Update Customer List
2. In the drop-down, select Import Points
3. Select your points import option:
Add points to customers' existing points balance (recommended)
This will add the points column value to the customers' profiles. E.g. if the points value is 10, it will add 10 points to the customers' account and the customer's points balance will now be 20 points.
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.
4. Under Tag any imported customer(s) with the label: You can enter a custom tag name (optional). This will automatically tag the customer's profile in Marsello with the custom tag when imported. For example, adding the tag "Lightspeed Loyalty Customer" could help you identify customers who have been migrated from your Lightspeed Loyalty program.
💡Tip: Adding a custom tag will allow you to create this as a group under Segments. 📖 Learn more.
5. Click Upload CSV
⚠️ 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 CSV. before uploading.
6. You can drop and drag the file or click Click to upload, then select the CSV file from your computer
7. Double-check if the first row of your spreadsheet is the Column Name (titles),
📝Note: You may need to re-format your CSV file and then upload it again.
8. Double-check check your Column names (titles) match Marsello's customer fields
📝 Note: This is to ensure your customer's details are populated in the correct field in their Marsello profile i.e. the customer's first name is populated in the 'Firstname' field.
9. 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 Marsello.
Common reasons include:
The row is blank and doesn't include any details
The Points column has cells that cannot be black, 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)
10. Fix any rows with problems
11. Click Continue to and Yes to start importing your CSV file.
Your CSV File will automatically start to import into Marsello.
📝 Note: This import may take 10-20 minutes, depending on the size of your database.
Turn off Lightspeed Loyalty
When you are ready to make the switch and use Marsello's loyalty program. Remember to disable your Lightspeed Loyalty Program, otherwise, you may end up rewarding your customers for their purchase twice.
1. Log into your Lightspeed Loyalty Manager and go to the settings page
2. Click Disconnect Lightspeed
