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

Import your customers (and their loyalty balances) from Lightspeed Loyalty into Marsello.

For Lightspeed Retail (X-Series) POS user

Updated this week

How do I match my Marsello settings with my Lightspeed Loyalty Settings?

Marsello’s loyalty program uses a points-based system, while Lightspeed’s uses a percentage-based cash-back system.

To make your transition smoother, we recommend updating these two settings in Marsello to match your current Lightspeed setup:

1. Making a Purchase earning rule

2. Complete their Profile earning rule

💡 Optional Step: If you want to start fresh with your new loyalty program and only migrate customers’ points, skip to the section: How Do I Prepare My Lightspeed Loyalty CSV File for Import Into Marsello?

How do I match my Lightspeed Loyalty earning rule to Marsello's Making a Purchase earning rule?

In your Lightspeed Retail (X-Series) POS admin

1. Click Set-up > Loyalty to open your Lightspeed loyalty settings

2. Check the rate that your customers earn Lightspeed Loyalty $.

3. 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

From your Marsello dashboard

4. Go to the Loyalty tab and click Points program > Earning

5. Next to Making a purchase, click Edit

6. Enter the number of points per $ spend you want customers to earn according to your Lightspeed Loyalty settings.

7. Click Save

📖 Learn more: Update how many points customers earn for Making a purchase.

How do I match my Lightspeed Loyalty earning rule to Marsello's Completing their profile earning rule?

Marsello’s Completing their Profile earn option rewards customers for adding extra details like their birthday, gender, and mobile number. You can match your Lightspeed Loyalty Sign-up Bonus to this Marsello option by following the steps below.

From your Lightspeed Retail (X-Series) POS admin

1. Click Set-up > Loyalty to open your Lightspeed loyalty settings

2. Find the Signup-bonus amount

3. 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

From your Marsello dashboard

4. Go to Loyalty > Points Program > Earning

5. Next to Complete Profile, click Edit

6. Enter the number of points you want customers to earn when they complete their profile according to your Lightspeed Loyalty Sign-up bonus settings.

7. Click Save changes

💡Tip: Learn more about setting the complete profile earn option here

How do I prepare my Lightspeed Loyalty .csv file for import into Marsello?

To ensure that your Lightspeed Loyalty .csv is successfully imported into Marsello, it is important to format your .csv according to the steps below.

1. From your Lightspeed Retail (X-Series) POS admin, go to the Customers tab and select export list to run an export of your Lightspeed Loyalty customers.

⚠️ Important: The Export List 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 (required)
Your chosen matching identifier — Email, Mobile, Custom/Integration ID, LoyaltyApi ID, or Marsello ExportID
Points Balance (required for this guide — enter 0 if not applicable)
Mobile — only required if you're using Mobile as your matching identifier

TABLE NEEDS REVISION AND CONFIRMATION

⚠️ Important: First name and last name are required for every row, regardless of which identifier you use to match customers. Rows missing these values will fail to import. Instead, the Update existing customers function will need to be used and the following identifiers are available:

Email
Mobile
Custom/Integration ID
LoyaltyApi ID
Marsello ExportID (Marsello ID provided in a CSV export directly from Marsello)

Your final template should look like this:

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 update my customers' points balances in Marsello?

📝 Note: This tool only updates existing customers — a row that doesn't match one will fail with a reason instead of creating a new profile. Rows matching more than one customer will also fail.

1. In Marsello, go to Customers > All Customers.

2. Click the Manage Customer List dropdown and select Update existing customers.
IMAGE

3. In the pop-up, choose which fields to update: Points, VIP tier, and/or Tags. For this migration, select Points (and Tags, if you want to tag these customers for a segment). At least one field is required.
IMAGE

4. Select the identifier you'll use to match your Lightspeed customers to their Marsello profiles: Email, Mobile, Custom/Integration ID, LoyaltyApi ID, or Marsello ExportID.
If you select Mobile, you'll see a reminder to format numbers correctly — include the country code, e.g. +14165550000.

IMAGE

5. Since you selected Points, choose how points should be applied:

- Add imported points to customers' current balance — if your Points column is set to 0, no points will be added.
- Replace customers' current balance with the imported points balance - if your Points column is set to 0, all balances will reset to 0.

💡Optional Steps:

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

6. If you selected Tags, enter the tag to apply. A default tag name (with the date and time of the import) is pre-filled — keep it or enter your own.

7. You'll be taken to an upload template showing only the fields you selected in step 3. Upload your CSV by dragging and dropping, browsing to the file, or pasting your data directly into the table.

⚠️ Important: By importing customers, you confirm all customers being updated accept marketing. Remove any who don't from your CSV before uploading.

8. Confirm the header row, select it, and click Next.

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

9. Map your columns to the correct Marsello fields, then click Next.

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

10. Verify your data — fix errors in-app using the Invalid tab, or export, fix offline, and re-upload.

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 within the table or offline by selecting export.

Fix errors in-app

Use the Invalid tab to quickly find issues in-app. Any row that has an error in it will appear in red. Here you will be able to click into the field with the error and make the update.

Fix errors via export

Click export to download your data as an xlxs file. Within your downloaded file, any row that has an error in it will appear in red. You will be able to hover over the row to see a detailed description of the error.

💡Quick Tip: Use Excel or upload your file into Google Sheets to filter by color in each column to show invalid rows only. Click into each field with the error and make the update.

When your file is ready, close the previous import and upload your new file. Complete the upload and mapping steps. This will allow you to cleanly import your updated file.

⚠️ 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 + country code or digits (e.g., +6127123123 or 027123123)
Extra whitespaces at the end of the email or mobile number
File contains more than 100,000 customers (maximum limit)
Remove unwanted entries by clicking the X in the Remove column.

11. Review and confirm — a summary screen shows what was uploaded and mapped. Confirm to run the update.

12. Click Submit, then click Upload CSV File in the pop-up 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.

Head to Setup > Loyalty
Select Disable Loyalty under Expiry section

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