Hello @Emilyschocolate thanks for your post. I do not think there is a way to bulk import information into the Loyalty program. My best suggestion to you will require some manual working getting your current customers setup in the program, but once they are in your Square Loyalty system, everything is pretty automated. Are you able to export data from your current program so you'd have any info for your records before you start your new Square Loyalty program?
I would create a form slip that your customers can fill out that would be a kind of "Request to transfer points" from the old system into the new system. They could fill out name, address, phone, etc. that you'd want to capture. (Note: the loyalty program is tracked by a customers phone number.) This is a great benefit since you currently do not have access to this valuable information. You can also note on this form that for completing it, you would give them XX amount of bonus points. When you create or add them into the loyalty program, you can manually edit their point balance and add their bonus points. You could also have a store raffle, where you would enter all the paper slips into a drawing to receive a store gift card or raffle item.
Do you currently use a POS like Square on a tablet or Square Register? Those make it super easy with using a customer facing screen for your customers to sign up for your new loyalty program. Also, there is a setting within the Loyalty program that you can grant an extra point if your new enrolls give you their email address, they will get an extra point. This is a super cool automated feature that works like this: once a customer signs up with their phone number, they get a message to add their email address to get this extra point.
Rolling out a new store program will be a lot of work, but it can also give a lot of back to your marketing efforts. Play this up as much as possible and advertise all of the exciting new benefits, will increase engagement and make this a successful launch.
