Guide to switching from Lightspeed Loyalty (Formerly Vend)

• Customize your Marsello settings to match your Lightspeed Loyalty settings (optional)
• Prepare your Lightspeed Loyalty CSV file ready to import into Marsello
• Import your customer database CSV file into Marsello
• Turn off Lightspeed Loyalty 

• 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.

Here are a couple of examples:

• • 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'  
    
    
  • 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 Earning Points & Referrals

• 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:

• 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: 

• 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:

1. 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.

2. In your spreadsheet, add a column to the right of your Points column and also call this column Points
3. 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

• 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).  

📝 Please note: You may need to re-format your CSV file and then upload it again.  

• 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)