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Revenue import details

Integration timing

The integration imports revenue data from Lightspeed once a day. The import takes place within one hour starting at the selected hour in the Start import at field.
Typically, the import runs near the beginning of the specified interval.

Include or exclude tax values

Integration by default imports Gross values from mapped locations. To import Net values, uncheck the “Include tax values” option.

Revenue value

The imported revenue is the sum of revenue values of all active Registers mapped to the Revenue unit from successfully connected Lightspeed accounts.

If any Lightspeed account connection does not work, revenue from the Account’s registers will not count in the revenue imported into the mapped Revenue units.

Note that incomplete revenue values will overwrite correct values imported in the past if a Lightspeed account connection stops working and if you are importing values for several days in the past.

FAQs and troubleshooting

How do I deactivate the integration?

To stop importing revenue, you can remove individual connected Lightspeed accounts. This will stop revenue imports. Revenue previously imported into Planday will not be overwritten.

Alternatively, click the Options drop-down on the Lightspeed Retail X-Series tile on the Integrations Overview page, then click Revoke authorisation. This will revoke the integration’s access to Planday and stop all scheduled import jobs.

How can I verify imported values?

To verify in Planday: Open the Schedule page on Planday. Press the View settings button, and turn on the Revenue toggle to reveal earnings values at the bottom of each business day.

Revenue imported for a given Revenue unit is displayed in the Daily revenue pop-up.

Note that the Notes field contains the timestamp of the revenue import and a label of the revenue source. The shown timestamp reflects the UCT time zone and is not adjusted for your Planday organisation’s location!

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To Verify in Lightspeed: The data in X-Series can be checked under your Lightspeed dashboard. Browse your store account in Lightspeed and navigate Menu > Sales > Sales History.

Nothing happens when I click Connect account

Ensure your browser is not blocking pop-up windows, which can often lead to the log-in window not appearing.

Revenue not importing

Ensure that there is at least one Shift on the Schedule for each day where revenue should be imported.
Ensure that the Enter daily revenue checkbox, located in Settings > Revenue, is selected for mapped revenue units.
Verify that Lightspeed Retail X-Series registers are mapped to Revenue units of relevant Departments.

The account needs to be reconnected

In some instances, authorisation to the connected account can fail, and the account will need to be reconnected. You can see the current status of the connected accounts displayed next to the corresponding account when you open the integration tile.

To reconnect the account, you must click on the account’s table row in the Accounts section. A pop-up window asking you to sign in again will appear. You must log in to the correct X-series account. Once you sign in, the connection status will be updated in the table.

When an account needs to be reconnected, its revenue will not be imported into Planday, meaning that you might notice unusually low revenue shown in the Schedule. To remedy this, after reconnecting the account, you can increase the number of imported days to overwrite days showing partial revenue figures.

Revenue imported to Planday does not match the value reported by Lightspeed Retail POS

A. Lightspeed Retail POS – Rounding issue
Sometimes, the sale total will have some rounding calculation (more or less ~GBP0.01) due to tax calculations not falling on an exact penny value. When these fractional pennies accumulate over many sales, the differences can be seen more evidently.
This issue occurs only when tax is included in the import.

B. Check Payments Status
The integration calculates revenue based on sales marked as:

Completed
On Account
Delivery, completed
Layby, completed
On account, completed
Pickup, completed
Pickup, unfulfilled
Delivery, unfulfilled

Since payments can take up to a few days to be processed, it is possible that imported revenue will not correspond to values shown in X-Series or that the value shown in the Schedule will change on the next import.

C. Check Connection Status
Please check once all connections are in Connected status. If some connection doesn’t work properly, sales related to Registers from this connection will not be imported.

See related articles:

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