> ## Documentation Index
> Fetch the complete documentation index at: https://developers.perkstar.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Move customers and send invitations

> Copy existing Loyverse customers and points safely, choose whether to add welcome points, and invite each customer to install the right Wallet card.

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.

<CardGroup cols={3}>
  <Card title="Copied automatically" icon="users">
    Customer records, exact Loyverse customer IDs and current points become the
    opening Perkstar membership and balance.
  </Card>

  <Card title="Chosen by the owner" icon="gift">
    Keep imported balances only, or add the card's configured welcome points to
    eligible migrated customers.
  </Card>

  <Card title="Sent when ready" icon="paper-plane">
    Invite customers using the included service email, paid SMS after the plan
    is active, or both.
  </Card>
</CardGroup>

## Before starting the copy

<Warning>
  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.
</Warning>

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.

## Review and copy the customers

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Info>
  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.
</Info>

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.

## 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:

| Channel                | Availability                                                                             | What happens                                                                                                                                  |
| ---------------------- | ---------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| Included service email | Available for the completed migration, including during an eligible trial                | Sends the ready-made transition message and secure personal install link. It does not consume SMS credits or opt the customer into marketing. |
| Paid SMS               | Available after the Perkstar subscription is active and enough SMS credits are available | Shows the exact eligible audience, segments and credit cost before the business confirms the one-time send.                                   |

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.

<Note>
  Perkstar never sends the migration invitation automatically. The business
  reviews the result, message and audience, then chooses when to send.
</Note>

## 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.

## 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](/integrations/loyverse/checkout).


## Related topics

- [Refunds and troubleshooting](/integrations/loyverse/refunds-troubleshooting.md)
- [Set up Loyverse](/integrations/loyverse/setup.md)
- [Connect Perkstar to Zapier](/integrations/zapier/setup.md)
- [Zapier troubleshooting](/integrations/zapier/troubleshooting.md)
- [Zapier](/integrations/zapier/index.md)