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: 2026/05/21.
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: 2026/05/09
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.
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