For Lightspeed Retail (X-Series) POS users
Customize your Marsello settings to match your Lightspeed Loyalty settings (optional)
Marsello's loyalty program is a points-based system, in comparison, Lightspeed's loyalty program is a cash-back system. To ensure a smooth transition, there are two settings we recommend updating to match your current Lightspeed settings.
📝 Note: This is an optional step. If you want to start your new loyalty program from scratch and just migrate customers' points please skip ahead to the next section "Prepare your Lightspeed Loyalty CSV file ready to import into Marsello".
Set the Making a purchase earning rule
1. In your Lightspeed admin, click Set-up
2. Click Loyalty to open your Lightspeed loyalty settings
3. Check the rate that your customers earn Lightspeed Loyalty $
4. Convert your Lightspeed earning rule to Marsello's points earn rule:
Lightspeed's $1 Loyalty is the equivalent to 1 Loyalty Point in Marsello.
The $ (Spend) is the equivalent to the amount the customer must spend to earn 1 Loyalty Point in Marsello.
💡 Tip: Here are a few examples of ways you can convert your Lightspeed earning rule to Marsello's points earn rule.
Example 1
IF you have $1 = $1 Loyalty in Lightspeed
THEN in Marsello your Making a purchase earn rule should be set to
'Earn 1 point for every $1 spend'
Example 2
IF you have $5 = $1 Loyalty in Lightspeed
THEN in Marsello your Making a purchase earn rule should be set to
'Earn 1 point for every $5 spend'
5. In your Marsello admin, Click Loyalty
6. Under Loyalty, click Points program > Earning
7. Next to Making a purchase, click Edit
8. Enter the number of points per $ spend you want customers to earn according to your Lightspeed Loyalty settings.
9. Click Save
📖 Learn more: Setting the Making a purchase earn option.
Set the Complete profile earning rule
Marsello's Complete profile earn option encourages your customers to give you additional information about themselves, including Birthday, Gender & Mobile. To convert your Lightspeed Loyalty Bonus, into Marsello's Complete Profile earn, please follow the below steps:
1. In your Lightspeed admin, click Set-up
2. Click Loyalty to open your Lightspeed loyalty settings
3. Check the Loyalty Bonus amount
4. Convert your Lightspeed Bonus Loyalty to Marsello's Complete Profile points earn option
💡 Tip: Here are a few examples of ways you can convert your Lightspeed Bonus Loyalty earning rule to Marsello's points earn rule.
Example 1
IF you have 10 Loyalty in Lightspeed and 'Earn 1 point for every $1 spend' in Marsello
THEN you should set the Complete Profile earn option to 10 points
Example 2
IF you have 10 Loyalty in Lightspeed and 'Earn 1 point for every $5 spend' in Marsello
THEN you should set the Complete Profile earn option to 50 points
5. In your Marsello admin, Click Loyalty
6. Under Loyalty, go to Points program > Earning
7. Next to Complete Profile, click Edit
8. Enter the number of points you want customers to earn when they complete their profile according to your Lightspeed Loyalty bonus settings.
9. Click Save
💡Tip: Learn more about setting the complete profile earn option here
Prepare your Lightspeed Loyalty CSV file ready to 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 from your Lightspeed Customer Dashboard
📝Note: The Export List feature is only available on a Desktop or Laptop
2. Open your CSV as a spreadsheet
3. 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
4. Check & update your column heading text to be the following:
first_name Column → Firstname
last_name 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:
5. Check your Points column amounts
Marsello's loyalty program is a points-based system, in comparison, Lightspeed's Loyalty program is a cashback-based system.
IF you have decided to convert your Lightspeed Loyalty Settings into your new Marsello Loyalty program i.e. Updated your Making a purchase earn option, then you will not need to do anything extra and you can proceed to step 6 (save & export).
IF you have decided to create a new Marsello loyalty program from scratch, then you may need to convert your customers' Lightspeed loyalty balances to be in line with your new earning points rules. To do this you will need to:
Look at your Lightspeed earning rule & convert your customers' loyalty balances based on your new Marsello earning rule.
For example, IF you have $10 = $1 Loyalty in Lightspeed and IN Marsello your Making a purchase earn rule is 'Earn 1 point for every $1 spend' THEN to convert your customers' Lightspeed Loyalty $ to Marsello's Loyalty points, you need to multiply your customers' Lightspeed loyalty balances by 10 to update their balance to be in line with your Marsello's points earning rule.In your spreadsheet, add a column to the right of your Points column and also call this column Points
In the new column add a formula to multiply the customer's points amount by the earning rule. For example: =D2*10 (using the amount from the above scenario
Copy that formula to the last entry of the spreadsheet.
Copy your new Points column and then paste values only on top of the original points column.
Delete the 'new' Points column so that you only have the original points colujmn with the new points balances. Your spreadsheet should look similar to this:
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 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.
Head to Setup > Loyalty
Deselect Enable Loyalty
Hit Save
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