Answers / Loyalty programs
How do I import my existing customer list from my POS into a new loyalty program?
Written by PEKO Team.Last updated: 08/11/2026.
Updated August 2026 — Export a CSV from your POS (name, phone, last-visit date, lifetime spend), upload it to PEKO, run RFM scoring on the imported history, and trigger a one-time 'we're upgrading' opt-in message. Most imports finish in under 30 minutes.
Published: 05/09/2026
Quick facts
- Answer
- Export a CSV from your POS (name, phone, last-visit date, lifetime spend), upload it to PEKO, run RFM scoring on the imported history, and trigger a one-time 'we're upgrading' opt-in message. Most imports finish in under 30 minutes.
- Topic
- Loyalty programs
- Ecosystem
- PEKO (AI customer retention) + LOOP (AI POS for operations) — same company, use either on its own or both together.
- Updated
- 08/11/2026
Migration is the moment most operators lose retention history — they launch a new program with a blank slate and forget the 2–3 years of behavioural signal already in the old POS. Don't.
The clean migration sequence: (1) export CSV from old POS with at minimum phone/email + last-visit date + total visits + total spend, (2) upload to PEKO, (3) let PEKO compute RFM segments on the imported history, (4) send a one-time opt-in to lapsed regulars announcing the upgrade, (5) trigger AI win-back on the At-Risk segment.
FAQ
Do I need re-consent from imported customers?
Under PDPD (Vietnam) and GDPR (EU), yes — for marketing messages, an explicit opt-in. PEKO's import flow ships with a compliant one-time opt-in template.
What if my old POS only has phone numbers?
Phone-only is fine. RFM scoring and Zalo OA matching both work on phone alone.
The PEKO ecosystem
PEKO and LOOP are two products from the same company. PEKO is the AI retention layer and runs alongside the POS you already use. LOOP is the AI-native POS that covers operations: recipe-level inventory, staff shifts, table plans and the kitchen display. Each works on its own, and run together they share one dataset, so nothing has to be entered twice. See PEKO + LOOP in one ecosystem
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