How to Export and Upload Customers from Lightspeed POS to Ostana

Last updated: June 12, 2025

Member Import

Already using Lightspeed POS to manage your customers? Great! You can easily export your customer list and import it into Ostana to kickstart your loyalty program without losing momentum.

This guide walks you through the full process — from export to import — in just a few steps.

✅ Step-by-Step: Export from Lightspeed

  1. Login to your Lightspeed Back Office
    Navigate to: https://backoffice.lightspeedhq.com

  2. Go to the “Customers” Section
    From the left sidebar, click Customers to view your customer list.

  3. Click “Export”
    In the upper-right corner, click the Export button.

  4. Choose “CSV” Format
    Export your customer list in CSV format — the most compatible format with Ostana.

  5. Download the File
    Save the file to your computer for the next step.

📥 Step-by-Step: Import to Ostana

  1. Login to Your Ostana Business Dashboard at https://portal.ostana.io.
    Go to the Members section.

  2. Click “Import”
    You’ll find this button at the top-right of the Members page.

  3. Download Ostana’s CSV Template (Optional)
    For better results, download the template and review the required fields:

    • First Name

    • Last Name

    • Email

    • Phone Number

  4. Format the Lightspeed CSV (if needed)
    Open your exported Lightspeed file in Excel or Google Sheets.

    • Ensure that fields match the Ostana format

    • Remove any extra columns or duplicates

  5. Upload Your File
    Drag and drop your cleaned file into Ostana or click Upload File.

  6. Map the Fields (if prompted)
    Align the Lightspeed columns to the Ostana fields — especially Email and Phone Number.

  7. Click “Import”
    Ostana will process and confirm the import.

🧠 Why This Matters

By syncing your Lightspeed customer list with Ostana, you can:

  • Immediately reward loyal customers

  • Segment campaigns based on purchase history

  • Launch tier-based or visit-based offers

🛠 Tips for a Smooth Import

  • 🧹 Clean the data first: Ensure no empty rows, corrupted phone numbers, or unnecessary columns.

  • ✅ Test with a sample: Try importing 5–10 contacts first.

  • 📣 Tag new members: Use tags or notes in Ostana to flag Lightspeed imports for later tracking.

🔍 FAQs

Q: Can I automate this sync?
Ostana is working on a native integration with Lightspeed. For now, periodic manual exports/imports work well.

Q: Can I export customer birthdays or preferences from Lightspeed?
Yes, if collected — you’ll find this in additional columns during export. Be sure to map them correctly in Ostana if supported.