Lightspeed Retail: Integration setup
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George Sutton
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Overview tab
The Overview tab in Unleashed's Lightspeed integration page provides you with the opportunity to install a Lightspeed retail store or configure a store that's currently integrated with Unleashed.
Install a Lightspeed Retail store on Unleashed
To install a Lightspeed store on Unleashed:
- From Unleashed's main menu go to Integration, Integration Store, and click on the Lightspeed tile.
- In the Overview tab, click on the green Install App button.
- You will be directed to Lightspeed where you'll enter your store's account details or create a new store.
- Once submitted you'll be redirected back to Unleashed's Lightspeed integration page where you can configure the integration.
Configuration tab
From the Configuration tab use the following options manage how products, stock, customers and sales and synced between Lightspeed and Unleashed.
Connect your Lightspeed outlets to Unleashed warehouses
By dragging and dropping your outlets into warehouses, it maps sales and stock on hand (optional) between Lightspeed and Unleashed. Stock on hand exports are controlled at a global level, you cannot turn off stock on hand exports for a particular mapping.
Reload Lightspeed Outlets: When clicked, it refreshes the page displays how many Lightspeed outlets you have available for you to drag and drop.
Unleashed Warehouses: Displays how many Unleashed warehouses you have available for you to assign (drag and drop) outlet stores to.
Choose how Unleashed and Lightspeed integrate
| Lightspeed configuration option | Description |
|---|---|
| Export customers to Lightspeed | Customers in Lightspeed are imported into Unleashed automatically. Enabling this will export Customers from Unleashed into Lightspeed. |
| Export products to Lightspeed | Products in Lightspeed are imported into Unleashed automatically. Enabling this will export Products from Unleashed into Lightspeed. NOTE: 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 do not match. |
| Add Sales Group to orders | Use the dropdown menu to select which Sales Order Group will be applied to any Sales Order imported from Lightspeed. |
| Export Stock On Hand to Lightspeed | If enabled, any changes to stock availability in Unleashed will export to update the stock count in Lightspeed. |
| Include quantities for auto-assembled products | Available only if the Export Stock On Hand to Lightspeed option is selected. If enabled, the Available Quantity will also include the quantity for auto-assembled products. |
| Update products | Enabling this selects what system is the master for product information such as Pricing, Notes etc. |
| Accounting system invoice | Enable this option if you want Unleashed to send the Sales Invoice to your Accounting Provider. If you have already integrated Lightspeed with your Accounting Provider, you must disable this option. |
Uninstall App
If the current Lightspeed store is no longer needed or is being replaced, select the red "Uninstall App" link in the Configuration tab. This will delete the store's current integration from Unleashed. Any data that has previously synced or imported from Lightspeed will remain in Unleashed after the store is uninstalled, but no further updates or imports will be made from the Lightspeed store to Unleashed.
Manage your Data tab
Use the Manage Your Data tab to import or export customers, products, stock availability, or missing orders with Lightspeed.
Sync products, customers or invoices by previous date
| Manage your data option | Description |
|---|---|
| Export Stock on Hand from Unleashed to Lightspeed | Click on Export to export the available quantity of all products to Lightspeed. |
| Export products from Unleashed to Lightspeed |
Choose a date to export products from Unleashed to Lightspeed. Simply set up a date to export from, and any product created in Unleashed since that date is exported to Lightspeed. |
| Import products from Lightspeed to Unleashed |
Select a date to import products from Lightspeed to Unleashed. Simply set up a date to import from, and every product created in Lightspeed since that date is imported to Unleashed. |
| Import customers from Lightspeed to Unleashed |
Select a date to import customers from Lightspeed to Unleashed. Simply set up a date to import from, and every customer created in Lightspeed since that date is imported to Unleashed. |
| Import invoices from Lightspeed to Unleashed |
Select a date to import invoices from Lightspeed to Unleashed. Simply set up a date to import from, and every Invoice closed since that date is imported to Unleashed. |
Re-import previous customers, products or invoices
If errors occur during the importing process for either products, customers or invoices, then you should manually re-import them. If you are not successful, you can view the fault in the connection log and fix accordingly.
Connection Log
Use the Connection Log to review the activity in your Lightspeed integration over the last 7 days. This is especially useful when reviewing errors if products have failed to sync or if orders have failed to import to Unleashed.
The following filters can be used on the Log Level:
- ERROR: Displays any failed imports or product errors and the Log message would suggest what action to take to fix it.
- INFO: Displays any completed actions such as products import and update and orders imported successfully.
- ALL: Displays both 'ERROR' and 'INFO' logs.