Before setting up the integration, you need to create Revenue units in the Departments you want to import revenue.
You should also be aware that revenue can only be imported on days when at least one shift is in the Schedule.
The integration imports Gross value by default. It is also possible to import Net value only.
Connect your integration
The first thing you need to do is Connect your integration. Head to Settings > Integrations > Overview. Click Connect on the Lightspeed Retail X Series tile to open the integration.
Connect your Lightspeed account by clicking the Connect account button, which will prompt a Lightspeed log-in screen in a pop-up window.
After signing in, you should see an overview of your connected accounts.
The green status icon indicates that the connection is working correctly. If there’s an issue with the connection, a dedicated status and an orange status light will be displayed in the table.
After successfully connecting your merchants, you can specify the Data import settings.
Start import at - Choose a timestamp for import.
The integration imports revenue once a day at the hour specified in this field. The import will take place within the specified hour, usually at the beginning of the hour.
Get data from the past - Choose the number of days back in time for import.
This field allows you to specify how many days’ worth of data should be imported.
💡 When selecting more than one day, previously imported revenue on the Revenue unit is overwritten during every import. It’s possible the imported values can change over the first several days as payments get processed on Lightspeed’s side. The integration imports only payments marked as complete in Lightspeed.
Include tax values - Choose Yes or No.
By default, the checkbox is selected to include tax values added in the import, but you can deselect it - leading to the import of net sales data.
The next step is to link the Revenue units with Registers. Click the name of an account in the Registers box to open the linking window.
Click one of the account names under Registers to open the link window. The linking page shows existing Planday Revenue units and allows you to link any Lightspeed POS (X-Series) Registers. It is possible to link multiple Registers in the same Outlet to one Revenue unit and vice versa.
Click Save to finalise the setup.
Need more help?
Contact our support team via the blue icon at the bottom if you have more questions.
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