From the Customer page on Restaurant Manager, you may import or export a list of your customers and their related data as a CSV file.
Importing customer data
If you have an existing list of customer data, you may import your customers as a CSV file to Lightspeed Restaurant.
- From Restaurant Manager, navigate to Users > Customers.
- From the Customers page, select the Import Customers button at the top right.
- Download our CSV template from the pop-up window. It's important that your CSV file is formatted according to our provided template. If your CSV file is not formatted accordingly, the import will not work.
- As stated above, your CSV file of customer data must follow our template format. It's not necessary for all possible fields be filled, but the data you have for each field is formatted in the same order as our template.
- Once your CSV file of customer data has been formatted according to our template, select the Choose CSV file button on the same pop-up window.
- Select the CSV file from your system and once selected, press Open.
- The CSV file will be imported into Lightspeed Restaurant.
- You can view the status of the import on the Task status modal at the bottom left of the page. You can also view the status or history of import jobs on the Tasks page.
Exporting customer data
- From Restaurant Manager, navigate to Users > Customers.
- From the Customers page, select the Export Customers button at the top right.
- The CSV file of your customer data on Lightspeed Restaurant will download automatically to your system.
A note on privacy
Whenever adding customers to your Lightspeed Restaurant account, it's important to receive the customer's consent before adding their personal contact information. It's common practise to ask for a customer's name and relevant contact info during payment, especially if they are a frequent visitor or want to receive an electronic receipt.
As a Lightspeed user, it's imperative to respect and follow these privacy laws according to your region to ensure your compliance.
You can visit our Trust Center with all of our resources dedicated to security and privacy for more information.