How do I import my existing customer list from my POS into a new loyalty program?
Written by Peko Research Team.Last updated: 09/23/2026.
Updated September 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
- 09/23/2026
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.
Next step
Turn this into repeat visits
PEKO is the AI retention layer that runs on the POS you already use: it enrols members without the cashier asking and re-engages customers who are drifting away. Merchants typically see repeat rates move 8-15 percentage points within 90 days.
Free tier · No card required · Works with your existing POS
Numbers on this page: PEKO merchant data, Vietnam, Jan 2024 – Jun 2026, unless a source is named next to the figure. See the datasets behind these numbers.
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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