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Perkstar can move the existing Loyverse customer directory and current points without asking the business to prepare and upload a separate spreadsheet. Nothing is sent to customers automatically: the business reviews the completed copy first, then chooses email, paid SMS or both.

Copied automatically

Customer records, exact Loyverse customer IDs and current points become the opening Perkstar membership and balance.

Chosen by the owner

Keep imported balances only, or add the card’s configured welcome points to eligible migrated customers.

Sent when ready

Invite customers using the included service email, paid SMS after the plan is active, or both.

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Before starting the copy

In Loyverse Back Office → Settings → Loyalty, save the earning percentage as 0%. From the Step 2 snapshot until activation finishes, staff must not redeem old Loyverse points or manually edit customer point balances.
Finalise the Perkstar card’s earning, conversion and expiry rules first. The copy preserves the current Loyverse points; it does not recalculate historical purchases or infer a different cash value from the old receipt history.

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Review and copy the customers

1

Check the live Loyverse customer list

In Perkstar’s Loyverse setup, choose Check existing Loyverse customers. Perkstar shows the source count, customers safe to copy, total opening points and a short identifying list for any duplicate contacts, invalid balances or existing customer codes that need attention.
2

Choose the welcome-points policy

Keep imported balances only is selected by default. Alternatively, the business owner can choose to add the selected card’s configured welcome points once to each eligible migrated membership.Before approval, Perkstar shows the points per customer, maximum eligible recipients, maximum additional points, cash-equivalent exposure and the configured expiry. Customers whose welcome decision was already processed are skipped, so the same membership does not receive it twice. Failed and excluded rows receive nothing extra.
3

Confirm the transfer

Confirm that the business controls the data and is instructing Perkstar to perform this service migration. This does not grant marketing consent. If existing Loyverse customer codes are shown, expressly approve their later replacement with the managed Wallet QR identifiers.
4

Copy and review the result

Choose Copy customers and points. Perkstar binds each row to the exact Loyverse customer ID and copies total_points as the opening Perkstar points balance. The work continues safely in the background, and failed rows can be reviewed and retried without duplicating successful balances or welcome points.
The saved card and welcome-points choice are locked for this migration. A retry, interrupted connection or reconnect cannot silently switch the remaining customers to a different card or policy.
Do not continue to scanning or send invitations while Step 2 shows excluded, errored or incomplete customers. The setup remains closed until the current cohort is complete so no customer is invited to a membership that is not ready.

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Invite customers to install the card

When Step 2 says Customer migration complete, open the import results. The business can use either channel or both: Perkstar skips customers who have already installed the Wallet card before the final provider send. Suppressed, opted-out or otherwise ineligible contacts are not sent through the relevant channel. Starting invitations freezes replacement of that completed migration; contact Perkstar if a later source correction is required.
Perkstar never sends the migration invitation automatically. The business reviews the result, message and audience, then chooses when to send.

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What the customer receives

Every invitation contains a signed link for one exact migrated membership. It does not ask Perkstar to find a balance by name or create a second account.
  • An email or mobile number already saved in Loyverse is shown read-only so the customer cannot accidentally detach the Wallet card from the preserved membership and points.
  • If one contact method was missing, the customer can add it to the same membership before installing the card.
  • The customer adds the business’s branded card to Apple Wallet or Google Wallet and shows its QR code at checkout.
  • If welcome points were approved and the customer was eligible, the invitation explains that they were added in addition to the copied opening balance.

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Continue the integration

  1. Send the transition invitation after the migration is complete.
  2. Enable customer card scanning and wait for X of Y customers ready.
  3. Resolve every listed customer-code or profile conflict.
  4. Test the Wallet QR on every POS device using its camera or compatible 2D scanner.
  5. Enable till redemption and wait for the two balance checks and required 15-minute safety period to finish.
For approximately 550 customers, till activation normally takes 30–90 minutes, depending on Loyverse response time. The page can be closed after activation starts; Perkstar continues from durable checkpoints. Do not serve customers through the integration until scanning, earning and redemption all report as connected. Continue with Use Loyverse at checkout.

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