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Lightspeed Retail: Before the integration

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Why integrate with Unleashed?

The purpose of integrating Lightspeed with Unleashed is to provide true stock management. The integration streamlines POS and stock management requirements, whether you have one or multiple sales channels.

What is Lightspeed Retail?

Lightspeed is a POS and customer loyalty software that makes it easy to setup, manage and grow your business. Lightspeed operates from any device or platform with a web-browser, or via the Lightspeed iPad application.

Benefits of the integration

  • Stock levels in Lightspeed automatically update in real-time.
  • View accurate margins for all sales channels — based on landed costs calculated in Unleashed.
  • Stock movements are sent to your accounting provider, for all sales (costs of goods sold, stock on hand is always up-to-date).
  • You can have centralized sales figures for both retail and wholesale channels.
  • You can have sales orders from multiple outlets going into Unleashed.

About Lightspeed and Never Diminishing Products in Unleashed

If you have products that are marked as 'Never Diminishing' in Unleashed; they will be pushed into Lightspeed as standard products. However, you can edit the product in Lightspeed and un-mark the stock tracking option. This will amend the product and change it to a 'Never-Diminishing products.'

This is also the same process coming back from Lightspeed into Unleashed.

The integration flow

Information that is shared between the two systems

  • Products
  • Customers
  • Stock On Hand
  • Sales

Diagram of the integration flow

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Integration flow descriptions

Products: Unleashed pulls products from Lightspeed. Setting Unleashed to push products back into Lightspeed is optional.

We recommend that you do not use spacing when naming your products; this is because spacing is removed from the product name when it is sent to Lightspeed. Consequently, when you sell a product in Lightspeed, the sale cannot go back into Unleashed when the product codes don’t match. Also note that when you obsolete a product in Unleashed, it will not be marked as obsolete in Lightspeed.

Customer: Unleashed pulls customer details from Lightspeed. Setting Unleashed to push customer details back into Lightspeed is optional.
Stock On Hand: Setting Unleashed to push stock-on-hand details back into Lightspeed is optional.

Note: Stock On Hand will import from Lightspeed to Unleashed only at the point of initial connection & if the products are new to the Unleashed account.

Sales: Closed sales in Lightspeed are pulled into Unleashed. 

The status of sales that will get imported into Unleashed are:

  • CLOSED
  • LAYBY CLOSED
  • ONACCOUNT CLOSED

Unleashed and Lightspeed video tutorial overview

Supported product types

Products that Unleashed supports

  • Products
  • Product variants
Product names cannot be updated in Lightspeed!

About Product variants

In Lightspeed, a product can also have variants. These are different versions of the product, such as size, color, style, and flavor. These products are grouped together in Lightspeed — they share the same name and handle, and each variant of the product has its own SKU.

E.g. Product Name: T Shirt, Handle: T Shirt.

Size: 12

 

Color: Black

 

SKU: 1001

Size: 14

 

Color: Black

 

SKU: 1002

Size: 12

 

Color: Blue

 

SKU: 1003

Size: 14

 

Color: Blue

 

SKU: 1004

When you link your Lightspeed and Unleashed accounts, each variant of the product will be created as a unique product code in Unleashed.

Products that Unleashed does not support

Unleashed does not currently support composite products.

About Composite products

A composite is a bundled product (a group of smaller products); that can be sold separately.

Important aspects to consider before you integrate

Field and data descriptions

When transferring data from Lightspeed to Unleashed, make sure that the data in Lightspeed is in a valid format. The following table provides examples of possible fields that you need to ensure it contains valid formats.

Field Data Description
Phone numbers Ensure that phone numbers contain valid area code and a valid phone number.
Email Addresses Ensure that the email address is valid. For instance, most email addresses contain two parts and separated by using the ‘@’ symbol.

 

Other aspects to consider

The following topic lists important aspects that you need to consider before integrating Lightspeed with Unleashed.

  • In this integration, sales will come through within 5 to 15 minutes of the sale hitting Lightspeed.
  • Unlike other integrations with Unleashed, information is shared between the two systems by using the Unleashed API.
  • You also have the ability view the log to check details of the integration.
  • When entering in Unleashed and Lightspeed base currencies, these currencies must be the same, otherwise it will not work correctly. 

About Serial and Batch Tracked transactions

  • All Serialized and Batch Tracked transactions are parked sales. They require editing before being closed.
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