For Lightspeed Retail (R-Series) POS users

Align Your Marsello Settings with Your Lightspeed Loyalty Setup

Marsello’s loyalty program also uses a points-based system, making it easy to mirror your previous Lightspeed Loyalty configuration. For the smoothest transition, you may want to adjust the following settings:

Purchase earning rule
Profile completion earning rule

⚠️ Important: Updating these settings is optional. If you prefer to launch your loyalty program with a fresh configuration and only import customers’ existing points, skip ahead to How do I prepare my Lightspeed Loyalty CSV for import into Marsello?

How do I set the Making a purchase earning rule?

In your Lightspeed Loyalty manager

1. Confirm the rate at which customers earn Lightspeed Loyalty points.

2. Convert your Lightspeed Earning Rule to Marsello's Points Earn Rule. To make the two systems match, you need to work out how many dollars a customer must spend to earn $1 cashback—then set that as points in Marsello.

📝Note:

Lightspeed Loyalty:
- Customers earn cashback in dollars.
Marsello:
- Customers earn points based on spend (e.g., spend $X to earn 1 point).
- The “$ Spend” value is the amount a customer must spend to earn 1 loyalty point.

Use the formula: Marsello Spend per Point = Spend required / Cashback Earned

Lightspeed Cashback Rate	Customer must spend…	Marsello Setting ($ Spend for 1 Point)
$1 cashback per $10 spent	$10 to earn $1 cashback	10
$1 cashback per $20 spent	$20 to earn $1 cashback	20
$1 cashback per $25 spent	$25 to earn $1 cashback	25
$1 cashback per $50 spent	$50 to earn $1 cashback	50
$1 cashback per $100 spent	$100 to earn $1 cashback	100

In your Marsello dashboard

3. Go to Loyalty then 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 about how to setup Marsello's making a purchase earn option.

How do I 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:

In your Lightspeed Loyalty manager

1. Confirm your Loyalty Bonus amount

2. Convert your Lightspeed Sign-up bonus amount to Marsello's Completing Their Profile Earn Rule. To make the two systems match, you need to work out how many

points a customer would earn for spending enough to get your Lightspeed bonus.

Use the formula Sign-up Bonus ($) × Points per $ Spend (Marsello earn rule) to convert

Lightspeed Sign-up Bonus	Marsello Earn Rule	Calculation	Complete Profile Points
$10	1 point per $1 spent	$10 × 1	10 points
$10	1 point per $5 spent	$10 × 5	50 points
$15	2 points per $1 spent	$15 × 2	30 points

In your Marsello dashboard

3. Go to Loyalty then 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

📖 Learn more about how to setup Marsello's completing their profile earn option.

How do I prepare my 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

3. Keep only the following columns and remove all others.

First Name (required)
*Last Name
Email Address (required)
Points Balance (required — enter 0 if not applicable). If you are converting your customers points balances to a new rate add those new points balances here.
Mobile

Column Name	Required?	Notes
First Name	Yes	If missing, use a placeholder like `"there"` or `"BrandName fan"`.
Last Name	No	Optional.
Email Address	Yes	Must be valid (no duplicates, correct format).
Points Balance	Yes	Enter `0` if no points. Use converted balances if applicable.
Mobile	No	Include country code. Leave blank if not available.

⚠️ 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 customer import function. Instead, the points import 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

Your final template should look like this:

Update your column headings to the following: First Name Column → Firstname Last Name Column → Lastname Email Address Column → Email Points Balance Column → Points Mobile Number Column → Mobile

5. Check your Points column amounts for accuracy.

💡 Tip:

If you converted your Lightspeed Loyalty settings

If you have already updated your Making a purchase earn option in Marsello to match your Lightspeed Loyalty settings, you do not need to adjust customer balances.
You can skip this step and go to Step 6 – Save & export.

If you created a new Marsello loyalty program

If you’ve created a new Marsello loyalty program with different earning rules, you’ll need to convert your customers’ Lightspeed loyalty balances to match the new points system.

Example conversion

Lightspeed: $10 spent = $1 Loyalty
Marsello: 1 point per $1 spent
Conversion: Multiply each customer’s Lightspeed loyalty $ balance by 10 to get their new Marsello points balance.

Steps to Update Balances in Your Spreadsheet

Open your customer loyalty spreadsheet.
Add a new column to the right of the existing Points column. Name it Points (New).
Enter a formula to apply your conversion multiplier:
```
=D2*10
```
- D2 = the cell containing the original balance
- 10 = the multiplier (based on your conversion rule)
Copy the formula down the entire column to apply it to all customers.
Replace the old balances:
- Copy the Points (New) column
- Paste values only into the original Points column
Delete the Points (New) column so only the updated Points column remains.
Save and export your updated file as a .CSV.

Your spreadsheet now reflects the converted Marsello points balances, ready for upload.

In most spreadsheet tools, you can save as a .CSV under Export to or Download as in the settings menu.

⚠️ Important: Double-check your conversion multiplier before applying it to all customers. Using the wrong value could result in customers receiving too many or too few points in Marsello.

How do I run my loyalty points import of my customer database into Marsello?

1. In Marsello, go to Customers > All Customers

2. Click the arrow next to Update customer list, and in the drop-down select Import points

Select the arrow next to 'Update customer list,' then choose 'Import points' from the drop-down menu.

3. A pop-up will appear that requires you to select the identifier that you have for each customer and select the unique identifier that you're using to update the tag:

A pop-up will appear prompting you to select each customer's identifier and the unique identifier for updating the tag

4. Select how you want the points to be added:

Add imported points to customers' points balance
- If you have your points column set as 0, no points will be added.
Replace customers' current points balances with the imported points balance
- If you have your points column set as 0, all customers will have their points reset to 0.

💡Optional Steps:

Add a custom tag: Helps you create a segment from these customers later (useful when importing from another platform).

Add a custom tag to these customers so you can easily create a segment from them later—especially helpful when importing data from another platform.

Marsello always automatically includes a tag to all imports with the date and time of the import, unless you change the text in the box.

Give account creation points: Tick the checkbox if applicable.

Give account creation points: Select this checkbox if you want customers to earn points for creating an account.”

3. Upload your .csv

⚠️ Important: By importing customers, you confirm that all newly added customers accept marketing. Remove any who don’t from your CSV before uploading.

4. Choose upload mMethod

Drag and drop your formatted .CSV file.
Or click the file box to browse and upload.
Or copy/paste data directly from your CSV into the upload table.

Click Upload data from file, then select the CSV file from your computer OR copy and paste your data into the built-in spreadsheet

5. Confirm the Header Row

Ensure the first row contains your column headers (e.g., Firstname, Lastname, Email, Points).
Select the header row and click Next.

Confirm the header row: Make sure the first row has column headers (e.g., Firstname, Lastname, Email, Points). Select it, then click Next.

6. Map Your Columns

Match each CSV column to the correct Marsello field.
Use the dropdown menus to adjust mappings if needed.
Click Next.

7. Verify Data

Check that all details are in the correct fields (e.g., first names in First Name, valid emails in Email).
Fix any errors in-app.
Use Show invalid rows to quickly find issues.

⚠️ Important: Common invalid row causes

Blank rows.
First name doesn’t start with a letter or contains symbols (#$^&).
Invalid email format.
Mobile number not starting with + or digits (e.g., +6127123123 or 027123123).
File contains more than 100,000 customers (maximum limit).
Remove unwanted entries by clicking the X in the Remove column.

8. Submit Import

Click Submit.
In the popup, click Upload CSV File to start the import.

⏳ Imports may take up to 24 hours, depending on file size.

How Do I 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.