Lightspeed Retail (X-Series) POS - Marsello Integration
General questions
Q. Will my Lightspeed X-Series custom fields sync across to Marsello?
A. Currently, the custom field in Lightspeed X-Series does not sync across to Marsello. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. Is it possible to sync customer databases from different POS sites?
A. Currently, it isn't possible to sync between different Lightspeed accounts. Customers are visible between sites, but not accounts.
Q. Do you sync with Lightspeed Duo?
A. o, Marsello does not integrate with Lightspeed Duo. This feature was discontinued in January 2023.
Q. Does the Marsello Chrome Extension work on Microsoft Edge or is it only limited to Google Chrome?
A. The Marsello Chrome Extension is designed for use with Google Chrome only. It is available to legacy users. New merchants using the Lightspeed API will have access to POS Prompts, which work on any browser.
Q. Can I use a third party to sync my Lightspeed Retail (X-Series) orders to my eCommerce integration?
A. If your business uses a third party to sync your Lightspeed Retail (X-Series) orders to your eCommerce integration, Marsello will not be held liable for duplicate orders as we have no control over the sync. Please ensure you thoroughly test the sync between integrations if using a third party.
Q. Is it possible to print a customer's loyalty points balance on their receipt?
A. Currently there isn't a feature that will print a customer's loyalty points balance on their receipt. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. Can receipts be sent to customers via SMS or WhatsApp?
A. Currently, Marsello does not support sending receipts via SMS or WhatsApp. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. Can I connect multiple Lightspeed Retail (X-Series) accounts to Marsello and if so will customer information sync between both?
A. Each Lightspeed X-Series account requires its own Marsello account. However, multiple sites under one X-Series account can be connected to a single Marsello account, and customer data will sync between those sites.
Q. What are Lightspeed Retail X-Series tags based on?
A. Tags in Lightspeed X-Series are based on product tags, not product categories.
Account settings
Q. I've forgotten my password for Marsello. How can I reset it?
A. Yes, you can reset your password. You will need to go to your settings page and enter the email address that needs a reset password.
Q. Our brand has several corporate and franchise locations. If our corporate locations are all on one Lightspeed account and each franchise is on separate accounts, is there a way for customers to be able to use their rewards across all sites?
A. This would be possible as long as each location is added via the Marsello integration page. Please note that any user that has access to the brand's Marsello account will be able to view data for all connected Lightspeed accounts.
Q. I have multiple Lightspeed X-Series outlets for my store. However, only one of those outlets is showing as toggled on in Marsello. What should I expect with this setup?
A. Marsello will sync all customers from Lightspeed X-Series. However, only those customers who purchase from a site that is enabled in Marsello will be able to earn points and redeem rewards at that site. If an existing customer purchases from a disabled site, the order will show on their profile but with no order details and no points.
Q. If the merchant has multiple outlet stores in the Lightspeed system, will this count as one site in Marsello?
A. Each outlet (store location or popup) is viewed as a site in Marsello. However, you do have the flexibility to toggle these individual sites on and off. Please note that customers will not be able to earn points or redeem rewards at disabled sites.
Q. If I were to update my account to a new domain URL, will I need to disconnect/reconnect my Lightspeed account on Marsello's integration page?
A. No, once you update your domain you won't need to do anything as the API will pull the new domain across.
Q. I won't require the use of one of my store sites as this location is seasonal. What is the best way to pause this site?
A. If a store location is part of a seasonal business or works as a popup location, you can simply switch that site to off from your app admin under the Integrations tabfor the time you won't be using it. Disabled sites will not incur a site charge when they are disabled. Please note that customers will not earn points for any order from this location as well. When you are ready to pick up with this site, simply toggle the on/off button for this location to on in your Marsello app admin to re-enable.
Customers
Q: If a customer is deleted in the Lightspeed Retail X-Series admin, will they also be deleted from Marsello?
A: Yes, if a customer is deleted in the Lightspeed Retail X-Series admin, they will be automatically removed from your Marsello account as well.
Q. I have two customers in my Lightspeed X-Series database. The newer account was created as the customer wanted a new email address. I have then edited all the past sales from the original account and attributed these to the new account. Can I merge these accounts in Marsello? If I can, how will points be awarded?
A. Please contact the Marsello support team and ask them to reprocess the orders for this customer to ensure points and attributions are attached to the new customer account.
Q. In the Lightspeed X-Series export, I've noticed there are two columns for customer numbers - phone and mobile. Which field does Marsello read for SMS marketing?
A. Marsello looks at the mobile field for SMS marketing.
Q. I have segmented my customers within the Lightspeed X-Series. Will these segments sync across to Marsello?
A. Currently, segments don't sync across to Marsello. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
You can, however, export these segments from Lightspeed X-series and run a custom tag import into Marsello. From here you can create a custom segment in Marsello using the conditions "custom tag""is""__".
Q. Does Marsello offer a one-time password that can be sent to the customer at the point of purchase to verify this is the actual customer and not a customer using a friend's phone number?
A. Currently, there isn't a feature available to send a one-time password at the point of purchase. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. Does removing a customer from Marsello delete the customer in Lightspeed?
A. No, integrations are the source of truth. Removing a customer in Marsello will not override what is in the integration.
Q. Why is it that when I edit a customer's email address in Lightspeed Retail (X-Series) it syncs across to Marsello. However, when I remove the customer's email address from their account in Lightspeed Retail (X-Series) this update doesn't sync across to Marsello.
A. When a customer's email address is edited in Lightspeed Retail (X-Series) it is expected behavior for this to sync across to Marsello. However, when you completely remove the customer email address from Lightspeed, this will not sync across to Marsello. This is because Marsello uses the customer's email address as the unique identifier. The system would not be able to go from having an identifier to having nothing to match.
Q. Is it possible to not automatically send a receipt to loyalty customers?
A. Currently, there isn't a Marsello feature that will send receipts to loyalty customers. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. If I connect separate Lightspeed Retail X-Series accounts to Marsello, will my customer data sync between my Lightspeed accounts?
A. If you have separate Lightspeed Retail X-Series accounts connected to Marsello, customer data will not sync between the Lightspeed accounts. However, customer information from each account will sync into Marsello, ensuring that the customer account information remains up-to-date.
Q. Can I include my customers’ points balances on their receipts?
A. Currently, there isn’t a way to display customers’ points balances on their receipts. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. What happens in the scenario where a customer creates an account online but does not place an order online? The customer then comes in-store, places an order, and creates an account while in-store using the same email address. Will this cause duplicate accounts in Marsello?
A. As long as the customer uses the same email address when signing up in both locations, Marsello will merge the accounts in the database leaving the customer with one Marsello account. This is because Marsello uses the customer's email address as the unique identifier.
Q. If a customer requests a digital receipt, does the customer email sync to Marsello as a marketable contact?
A. If a customer requests a digital receipt, It will only sync as a marketable customer if they have specifically opted-in to marketing which is done on X-series by toggling the accepts marketing flag in X-series or ticketing the accepts marketing in O-series.
They would receive any enabled Loyalty Notification emails (transactional). However, when choosing to email a receipt to a customer who hasn’t been assigned to the transaction, you are prompted to enter the customer details, which includes the toggle to receive marketing.
Loyalty - Earning points
Q. If I disable one of my sites and later one re-enable it, will my customers earn points for the orders placed during the time the site was disabled?
A. No, loyalty points are only awarded to customers for orders placed when a site is enabled.
Q. My customer has just made a purchase but hasn't yet received their loyalty points for their order. Why is that?
A. Please check your integrations page and confirm your Lightspeed X-Series site is enabled in Marsello. Customers will not earn points for any purchases made at disabled sites.
If your site is enabled, please confirm the order's status. By default, customers will earn loyalty points if their order's payment status is: Closed, LaybyClosed, or OnAccountClosed.
Q. Under the Lightspeed X-Series returns settings, can we cancel points on voided orders? Is there a partially voided option like we have with Shopify?
A. Currently, there isn't an option to cancel points on partially voided orders. Points may only be canceled on Voided orders. If this is a feature that will benefit your store, please reach out to our support team and let them know of your interest in this feature.
Q. What happens when you manually add a customer to the sale post-transaction? Do they enter into automation and receive notifications once attached to the sale?
A. Customers manually added to a sale post-transaction will not enter an automated flow. However, should you need to have orders reprocessed down the track in Marsello, it is possible for customers to enter the flow then.
Q. Are customers' points balance visible on the customer-facing screen at Lightspeed X-Series when they use iOS?
A. No, the customers' points balance will not appear on the customer-facing screen. However, it will appear when the customer's loyalty profile is accessed.
Q. How does Marsello handle product exchanges through Lightspeed X-Series? Is canceling points when payment status is voided the only step needed? Are these included under the same conditions as refunds?
A. Points get subtracted from the total when an item is returned. Please note it may take a few moments for this to appear in Marsello.
Points are awarded/removed by following the amount the product is valued in on the sell screen. For example, if a customer is returning and purchasing something else they will be rewarded points for the items purchased and points will be removed for the items replaced based on the value showing as + or -
Q. Is it possible for a customer's Marsello loyalty points balance to be shown on the printed receipt?
A. Currently, there isn't a feature available that will show the customer's Marsello loyalty balance. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. I'm using POS Prompts, is it possible for me to check my customer's rewards at any point during the sale as opposed to when prompted?
A. Currently, there isn't a feature that will allow you to check your customer's reward outside of when prompted. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. My store doesn't have an eCommerce connection, can my customers still access the loyalty widget?
A. Yes, your customers can still access the loyalty widget if you only have a Lightspeed Retail X-Series integration. In order for customers to access the widget, you will need to have the Earned points loyalty automation enabled. Each time the customer receives an email from this automation, they will see a "Show rewards" button. This button will like the customer to their loyalty account and widget.
Q. I have a customer in my Lightspeed Retail (X-Series) POS that isn't showing up in Marsello. Why is that?
A. If a customer in your Lightspeed Retail (X-Series) POS does not appear in Marsello, follow these steps:
Ensure the site is enabled in your Marsello dashboard.
Use the Customers tab, searching by email or first name. Select "including removed" from the dropdown to include customers previously removed from loyalty. If found, re-add them to the loyalty program via the provided prompt.
Loyalty - Rewards
Q. What can I do if the discount rewards are showing more than than they are set for when redeeming?
A. If discount is showing more than it is set for, ensure that you are using the default 0% tax in the Marsello discount product.
Q. How can customers opt out of loyalty rewards (in-store and online)?
A. If a customer wishes to opt out of loyalty only, blacklisting them from the program is recommended as it will keep the customer eligible for marketing emails. To blacklist, you can add a customer tag to the customer's Lightspeed X-Series profile and then exclude that tag from Marsello.
Q. When creating a free product reward, can I manually specify which free product variant in the reward?
A. Yes, you can create a free product reward and select the specific variant under advanced options.
Q. Do product-specific/collection-specific rewards in Lightspeed X-Series take the % off the entire subtotal or will it look to subtotal only the eligible items and then run the deduction based on that?
A. The percentage off discount will be product-specific if you are using Lightspeed X-Series on iOS. However, if you are using the Chrome extension, the discount will be removed from the entire order.
Q. When the "Marsello discount" appears on the Vend sell screen, I assume it has its own SKU, as it's a line item on the receipt. Can we separate the discount SKU by whether it was a loyalty discount or a marketing discount?
A. Currently this isn't a feature that is available. Marsello uses a single reward product for all discounts applied. f this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Q. Can Marsello discounts be applied to products that have Price Books pricing?
A. The Marsello Discount Product is intended to only look for the original price of the product and discount from that original price. When the price is lowered, Lightspeed treats that product as if it’s been discounted and displays the price as $100 $50
but the Marsello Discount Product only reads the $100.
Price Books is a feature in Lightspeed X-series and allows custom product pricing for specific locations.
Q. Why are my customers not able to redeem their rewards in-store?
A. Please check your customer's account to ensure there is an email address associated with the account. All customers must have an email address in Lightspeed to check and redeem rewards as Marsello uses the email address as the unique identifier.
If your customer has an email address and the site the customer is trying to use the reward at is enabled, please let our support team know of the error. If possible, please share a screenshot of the error message the customer is receiving when trying to redeem the reward.
Q. Can you see at checkout, how many points a reward will cost before redeeming it?
A. This feature is available on IOS, however, this is not currently available on the Chrome extension.
Q. I've noticed that when creating a return the Marsello discount isn't being applied. Customers are receiving the full refund price. What can I do to correct this?
A. You could create a “reward return” product set to $0.00, which will need to be added to any return with a discount applied. Please ask the staff member running the return to change the $-amount of the returned product manually to match the amount shown as Marsello Discount Amount on the original receipt.
Q. Can the Marsello Discount product name be customized in Lightspeed X-Series?
A. Yes, the Marsello Discount product sits in the list of products in Lightspeed X-Series. This can be edited to customize the product name. Please be sure not to edit any other settings.
Q. Is the % off a specific product reward only applicable if the merchant is using an Apple iPad with a Google Chrome extension? Will it take the reward off all items or will it take the reward off the set-specific item?
A. The %-off a specific product reward is only available on iOS. If you are using the Chrome extension, it will require strict staff training as staff will need to add the item to the sale, then the reward directly after, and continue on with the checkout.
Q. I've accidentally deleted the Marsello Discount Product from my POS. Is there a way I can add that back in?
A. The Marsello Discount Product should automatically re-add itself back upon the next loyalty reward redemption at checkout.
Q. Is there a way I can exit the prompt if my customer doesn't wish to provide the information requested?
A. You can click away to exit the prompt.
Q. Why does my Lightspeed Retail (X-Series) POS promotion decrease the value of Marsello rewards and discounts?
A. When setting up a promotion in Lightspeed (X-Series) POS, go to the filter option that reads "filter products by tag, category, brand, supplier or SKU". Select to exclude the Marsello discount. This means that the LSX promotion will NOT be used on the Marsello discount product going forward. Click Save.
Q. Does the Marsello Discount Product affect inventory reporting or product-based reporting?
A. The Marsello Discount Product is not automatically set to be tracked when created. If the discount is not tracked, it will not appear in any inventory reports. However, it will still appear in the sales report when using the Product report type. Please note you can edit the Marsello Discount Product to become a tracked inventory item if preferred.
Q. I have a Marsello loyalty reward set at $5.00, however, at POS (Lightspeed Retail X-Series is my integration) it is showing as $5.45. How can I update this so only $5.00 is given?
A. If you are noting a higher rate of reward being offered when redeeming a Marsello loyalyt reward at Lightspeed Retail (X-Series), please confirm your Marsello discount product settings are marked as taxable.
Q. Why are my Lightspeed Retail (X-Series) rewards showing up as not available in inventory?
A. When you connect Marsello to your Lightspeed Retail (X-Series) POS, a Marsello Discount Product will be automatically created in your Lightspeed Retail (X-Series) POS product list. This product allows you to add discounts or rewards to your customer's purchases. If you do receive an out-of-stock notification when adding a reward, you may need to add a quantity to that reward under your 'Product' section.
Q. We have a customer who redeemed $10. At the time of purchase instead of a customer getting $10 off, they got $11.5 off. This extra 1.5% is tax. How can we make a change so that customer will only get $10 off and not include the tax?
A. If you are finding customers are more discount than the loyalty reward ensure your Marsello Discount Product is set to no tax. This help center guide will help with your Marsello Discount Product settings.
Q. When a loyalty reward is used in LSX it's printed on the customer's receipt as a 'Marsello discount'. Is there a way to customize this?
A. You can update the way a Marsello loyalty reward appears on a customer's receipt in your Lightspeed X-Series settings. This Lightspeed help center guide will walk you through the steps.
Q. I'd like to setup the following reward system for our musuem:
On the first visit within a year, the customer receives a 20% off admission voucher.
On the second visit, they receive a 50% off voucher.
On the third visit, they receive a 100% off voucher, valid for unlimited use within the same year.
Is this possible?
A. Based on your scenario, here's how this could work with our current automation capabilities:
Customer Status | Automation Trigger | Action |
Subscribed, no orders | Customer created (no purchase yet) | Send 20% off museum ticket voucher |
First purchase | Order count = 1 (e.g., purchased a ticket) | Send 50% off museum ticket voucher |
Second purchase | Order count = 2 (e.g., purchased again) | Send 100% off museum ticket voucher |
The current limitation:
We can’t yet track purchases within a specific timeframe (e.g., within a 12-month window). Our platform team is actively working on this by improving how events and data are formatted, which should enable more advanced logic like this in the future.
Q. Can I have register specific rewards?
A. Currently, there isn’t a feature that allows rewards to be restricted to specific registers. All loyalty rewards are available across all registers in your program. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!
Campaigns and Automation
Q. For Marsello discounts within email automation - does the customer need to click 'claim' for the coupon to appear under their customer profile at checkout in-store, or can they claim at POS?
A. The customer will need to click the "claim discount" call to action button in order for the code to be available at POS for redemption.
Q. I have a Lightspeed X-Series store and have recently added a Shopify eCommerce integration. Will my Automations still show "instore" in my app admin?
A. Once you add a Shopify eCommerce integration to your Lightspeed X-Series stores, your Automation emails will update to the eCommerce templates and will be available to send to customers who shop both in-store and online. You will also notice that an Abandoned Cart automation will be added to your list of available automation.
Q. How does the Product recommendation work with out-of-stock products in Lightspeed X-Series? Will it still recommend items if someone similar purchased the item?
A. If a product is out of stock, it won’t be recommended since only items with positive stock quantities are suggested.
Devices & compatibility
Q. Does Marsello integrate with Lightspeed Retail X-Series' Lightspeed Duo functionality?
A. Marsello currently doesn't integrate with Lightspeed Retail X-Series' Lightspeed Duo functionality. While Lightspeed Duo hardware is still in development, we haven't integrated it at this point.
Compatible eCommerce Integrations
Q. I am a Lightspeed X-Series and Shopify store. One of my customers has created an account in Shopify, will that push through to Lightspeed X-Series automatically or would the customer have to create an account in Lightspeed X-Series as well?
A. The customer's details will not be pushed through to Lightspeed X-Series automatically. Please ask the customer to create an account in-store using the same email address used for the eCommerce account. Marsello uses the customer's email address as the unique identifier and will match these up in the database to prevent a duplicate account from being created.
Q. I use Unleashed along with Lightspeed X-Series. Will this impact Marsello in any way?
A. No, using Unleashed will not affect Marsello. The only possible crossover might be product stock numbers, as we use those for product recommendations.
Q. If a customer updates their email address on Shopify but does not update on Lightspeed X-Series, will their loyalty program still remain intact?
A. Yes—customers stay linked across integrations as long as their emails match when connecting, ensuring accurate customer matching.
Q: I just changed Google accounts and no longer have the Marsello extensions that enabled rewards to be checked and used in our POS system (Lightspeed). What should I do?
A: If you’ve already uninstalled and reinstalled the iOS extension but the rewards still aren’t displaying, the next step is to reset your device and then reinstall both the Lightspeed and Marsello apps. Uninstalling apps via the Lightspeed platform can sometimes also remove the Marsello extension, which may prevent rewards from displaying correctly. If this doesn't help to resolve the issue, please let our support team know.
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