You can import your customers and their existing point balances into Lightspeed Loyalty as long as your previous loyalty system can export data. Update the exported spreadsheet to align with Lightspeed Loyalty and our Support team can generate those entries for you.

Data can only be imported into Lightspeed Loyalty once. Once your import sheet has been submitted, you will not be able to submit additional spreadsheets with new customers.
Choose a cutoff date after which you will no longer use your old rewards system. This will mean there will be a short period between the exporting of your data from your previous rewards system and the importing of the data into Lightspeed Loyalty during which you will not be awarding points.

Understanding Loyalty import limitations

Lightspeed Loyalty has several restrictions around data imports that you'll need to take into account before importing:

• Data can only be imported once. Since additional customers can't be imported later, make sure to send your entire database at the same time. New customers must be enrolled through Retail POS.
• You can't manually add customers to Lightspeed Loyalty while your import is in progress.
• Negative point balances can't be imported. Ensure that all point balances on the spreadsheet are at least 0.
• Every customer needs at least 1 unique identifier, either an email address or a phone number. A customer can have both an email address and a phone number, but can't have an empty cell for both. Since these identifiers must be unique, two customers can't share an email address or a phone number. If more than one customer has the same email or phone, either merge them or retain only the higher point value.
• Existing customers can't be modified, so import data before you've entered any customers in Lightspeed Loyalty.
• A customer can't be attached to a customer group during import. Once the import is complete, you can create customer groups and add customers to those groups through the Loyalty Dashboard.
• Imported customers don't receive sign-up bonuses. If you award a certain number of points as a bonus for signing up and want imported customers to receive that bonus, you'll need to add the appropriate number of points to their balance on your import spreadsheet before submitting it.

Imports generally take 2-3 business days to be completed. You'll be notified once the import is complete. An improperly formatted spreadsheet can delay that processing time, so ensure your spreadsheet columns align with Lightspeed Loyalty.

Creating your import spreadsheet

Once you've exported your data from your previous rewards system, you'll need to edit the columns in the spreadsheet to match the data fields in Lightspeed Loyalty. The correct columns are:

• Email: The customer's email address. This must be unique.
• CountryCode: The customer's country code for international calling. For example, 1 for the United States and Canada, 44 for the United Kingdom, 31 for the Netherlands, and 33 for France.
• Phone: The customer's phone number. This must be unique, without spaces or dashes.
• FirstName: The customer's first name.
• LastName: The customer's last name.
• Points: The customer's reward point balance.
• EmailMarketingOptIn: A Yes or No flag confirming that the customer has consented to receiving marketing emails.

If the exported data has any columns that aren'trepresented above, they must be deleted. Lightspeed Loyalty won't support that data.

Once your customers have been imported into Lightspeed Loyalty, you can freely enroll new customers and resume awarding points. To ensure that the point balances you've just imported have the same value as the points awarded through Lightspeed Loyalty, be sure to adjust your campaigns to award Loyalty points at the same rate as your previous rewards system.

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