For all sales platform integrations

Before you get started

Here are some key details to note about importing your customers' loyalty points database into Marsello:

When you connect your POS and/or eCommerce store to Marsello, your customer database will automatically sync. The points import will allow you to bring the customer's loyalty points into Marsello from your old platform.
- You may need to convert your existing rewarding rule to match your Marsello earning settings.

💡 Optional Step: If you have a list of customers that are not already in your POS and/or eCommerce database that you'd like to include in loyalty, you can import them directly into your Marsello database prior to completing the steps below.

Large lists: If your customer list has more than 1,000 customers, we recommend importing it directly into your POS or online store. This is faster than uploading into Marsello because of system limits.
Marketing consent: Only import customers who have agreed to receive marketing from your store.
Avoid duplicates: Marsello uses each customer’s email address as their unique ID. Make sure your list is cleaned up and duplicates are merged into a single row.

How Do I Match My Current Loyalty Program to Marsello’s Earning Settings?

Before importing customer points into Marsello, confirm that your customers’ points balances match your new Marsello earning settings.

If your earning rules differ from your previous program, you may need to convert or update customer points before importing.

Steps to update or convert points balances

Required:

Check your current earning rules. Review how your existing loyalty program awards points.
Set your Marsello earning rules. We recommend updating the Marsello's Making a purchase earn rule to match your desired points-per-dollar setting.
Compare and convert points if needed. If your old program’s rules are different, adjust your customers’ balances so they match the new Marsello rules before importing.

💡 Optional Step:If you want to start fresh with a new earning structure, you can create a new loyalty scheme in Marsello and manually adjust points balances accordingly.

Common Conversion Scenarios

Old Program (Points per $)	New Marsello Setting (Points per $)	Conversion Formula	Example Balance	Converted Balance
$1 → 1 point	$1 → 1 point	No change	100 pts	100 pts
$5 → 1 point	$1 → 1 point	Balance × 5	200 pts	1,000 pts
$10 → 1 point	$1 → 1 point	Balance × 10	50 pts	500 pts
$1 → 1 point	$5 → 1 point	Balance ÷ 5	500 pts	100 pts
$1 → 1 point	$10 → 1 point	Balance ÷ 10	1,000 pts	100 pts

How should I format my customer list CSV file when preparing for a points import?

Follow these steps to correctly format your CSV file so your data imports smoothly into Marsello.

1. Export your customer database from your previous loyalty program and save it as a .CSV file.

2. Open the .CSV file in a spreadsheet program (e.g., Excel, Google Sheets).

⚠️ Important: Your file must be formatted as outlined below to ensure a successful import into Marsello.

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.

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

3. Save your file as a .CSV file

4. Save your file a as a .CSV file by clicking Export To > CSV

4. Check your Points column amounts for accuracy.

💡 Tip:

If you have converted your former loyalty program 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 have 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’ former loyalty balances to match the new points system.

Example conversion:

Former loyalty program: $10 spent = $1 Loyalty
Marsello: 1 point per $1 spent
Conversion: Multiple each customer's former 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.

⚠️ 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.

5. Save and export your .csv.

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 Method

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.

Disable your former loyalty program

When you are ready to make the switch and use Marsello's loyalty program. Remember to disable your former loyalty program, otherwise, you may end up rewarding your customers for their purchase twice.

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Switching to Marsello

Marsello+Lightspeed Retail POS (X-Series) user guide

How to Switch from Lightspeed Loyalty for Lightspeed Retail (R-Series) to Marsello

How do I migrate my loyalty program from Lightspeed Loyalty to Marsello?

How do I import my customer database into Marsello?

How do I migrate my customers' loyalty points to Marsello?