Before You Get Started - Lightspeed Retail (X-Series) POS Settings Optimization

⚠️ Important: This Chrome extension experience is now a legacy process.
To enhance the experience for both staff and customers, contact the Marsello team to start using POS prompts to create an embedded and seamless solution.

Download the iOS App or Chrome Extension on each Register device

Turn off Lightspeed Retail (X-Series) POS Loyalty

📖 Learn More: Guide to switching from Lightspeed Retail (X-Series) Loyalty

Convert Lightspeed Retail (X-Series) POS Loyalty into Marsello Points

If your Lightspeed Retail (X-Series) POS Loyalty settings will match your Marsello earning settings:

Here's a couple of examples:

IF you have $1 = $1 Loyalty in Lightspeed Retail (X-Series) POS
THEN in Marsello your Making a purchase earn rule should be set to
'Earn 1 point for every $1 spend'

📝 Note: This is the default Making a purchase setting in Marsello

IF you have $5 = $1 Loyalty in Lightspeed Retail (X-Series) POS
THEN in Marsello your Making a purchase earn rule should be set to
'Earn 1 point for every $5 spend'

If you have decided to create a new Marsello loyalty program from scratch, then you may need to convert your customers' Lightspeed Retail (X-Series) POS loyalty balances to match your new earning points rules:

For example:
- IF you have $10 = $1 Loyalty in Lightspeed Retails (X-Series) POS and
- IN Marsello, your Making a purchase earn rule is 'Earn 1 point for every $1 spend'
- THEN to convert your customers' Lightspeed Retail (X-Series) POS Loyalty $ to Marsello's Loyalty points, you need to multiply the balances by 10 to update their balance to match with your Marsello's points earning rule

Import Your Customer's Existing Loyalty $ into Marsello

1. Start a blank spreadsheet with two columns:

The First Column should be populated with one of the following identifiers:
- Email
- Lightspeed Retail (X-Series) customer ID
- Shopify customer ID
- ExportId
- Mobile
- Lightspeed Retail (X-Series) CustomerCode
The Second Column is required to be Points

2. Enter the unique identifier (for example, the below screenshot is using the Marsello ExportId) of the customers who you want to tag with your custom tag

If you do not wish to add any points, ensure that the points column has 0 next to each identifier.

3. Copy the two columns to your clipboard

Import your data into Marsello

1. In Marsello, go to Customers > All Customers

2. Click Actions in the top left corner

3. In the drop-down select Import points

Marsello admin interface showing the process of importing customer data: navigating to Customers > All Customers, clicking the 'Actions' button in the top left corner, and selecting 'Import points' from the drop-down menu.

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

Marsello import data pop-up showing the prompt to select a unique customer identifier. The user is required to choose the identifier used for updating the customer tag during the import process.

5. 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.

Marsello import data interface showing the options for adding or replacing customer points balances: 'Add imported points to customers’ points balance' or 'Replace customers' current points balances with the imported points balance.' The description explains how setting the points column to 0 will either prevent points from being added or reset customers’ points to 0.

6. Add your custom tag that you wish to include on the customer's profile and for segment purposes:

Marsello interface showing the option to add a custom tag for customer profiles, allowing the tag to be used for segmentation purposes.

💡 Quick Tip: 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.

7. Click Upload CSV

💡 Quick Tip: It's quicker to manually enter your data than it is to use 'Upload data from file'

8. Paste your copied columns into the space where you can manually enter your data:

Marsello import data screen showing the area where you can manually paste copied columns of customer data into the designated space for import.

9. The importer tool will not import any lines with errors, and will highlight these columns with red:

Marsello import data tool displaying an error notification where lines with errors are highlighted in red, indicating that these entries will not be imported.

📝 Note: You can select to only show the rows with problems to make any necessary amendments. Otherwise, the import tool will ignore any columns with errors.

10. Scroll to the bottom of the pop-up and click Continue.

📝 Note: If your pasted data contains any errors, a pop-up will appear to allow you to Go Back or Continue and discard the errored rows.

11. Click Continue to start importing your data.

📝 Note: This import may take up to 4 hours, depending on the size of your database.

When the import is complete, customers' points balances will be updated. This manual points adjustment will display as a new line on the activity feed of the customer's profile: