A New Lightspeed Retail Integration

Link your Lightspeed Retail point of sale system to your SmartEtailing website for inventory uploads and order exports.

 

Lightspeed Setup

Already connected your Lightspeed point of sale to SmartEtailing? This is a brand new integration that will update inventory and prices as frequently as every 30 minutes during the day, plus a new way to send online orders to Lightspeed.

  • In your website Site Manager, go to Settings > Lightspeed Settings
  • Click Connect
  • Enter your Lightspeed Retail credentials
    • A Lightspeed user needs to have admin permissions to complete setup.

    Warning: Once you begin setup, you must complete the configuration process for your integration to function. After your Lightspeed Credentials are connected, any previous Lightspeed Retail POS connection will be inoperable.


    Connect Stores

    • At least one Lightspeed store must be connected to a SmartEtailing location
    • The best practice is to map all stores and locations you wish to connect

    Import Settings

    • These settings control which mapped Lightspeed items will be displayed on your SmartEtailing website
    • Most common selections:
      • Balance On Hand is greater than 0 - on (ensures in-stock items display)
      • Balance On Order is greater than 0 - off
      • Reorder Point or Maximum Stock Level is greater than 0 - off 

    Use POS Pricing

    • POS pricing is an optional feature that imports and applies item prices from your Lightspeed Retail Point of Sale system into your SmartEtailing website. If Use POS pricing is not enabled, all pricing will come from SmartEtailing. 
      • You must select a 'Regular Price Level' from Lightspeed Retail
        • Select the same Pricing Level you use for in store prices.
      • You may optionally select a 'Sale Price Level' from Lightspeed Retail to include a sale price to be used on your website
        • Learn how to add a new Price Level in Lightspeed 
        • Once prices are set in the Sale level on an item, be sure to select that level in POS Sync > Settings > Pricing Levels. 

        • A sale start date must  be set in your SmartEtailing site managerto trigger the sale price to display. 

          • Go to Catalog > Your Items and select the parameters (Brand and or category) and click Display
          • In the Sale Start Date column enter the date that the sale should begin in the very top box. Use the Copy icon to the right of the date entered to fill in the sale start date for all items on the page.
          • If your sale should have an end date, enter that as well, and copy to all items on the page.
          • Save Changes at the bottom of the screen 
          • Page forward to add the start date to other products if there is more than one page.

    image-Jan-21-2021-11-35-14-29-PM

    Note: Previous Smartetailing/Lightspeed integrations made use of Lightspeed Pricing Rules. Due to constraints with Lightspeed’s API, this feature is no longer available. The new integration uses Lightspeed’s Pricing Levels.


    Use Order Exporting

    Orders will be exported to Lightspeed as "completed sales," Orders can only be exported from your website to Lightspeed Retail once. 

    • Enable 'Use order exporting' to send balanced (paid in full) orders from your SmartEtailing website to your Lightspeed Retail POS system
    • Select the Employee and Register to use for exported orders: 
      • You must select a Lightspeed Employee since it comes in as a closed sale.
      • You must select a Lightspeed Register
      • Depending on your in-store workflow, you may wish to create a separate Lightspeed Employee and Register to use with website orders (these settings can be updated at any time)
    • What status should be applied to exported orders? (Optional)
      • Updates the status of an order on your website after it has been exported to Lightspeed Retail
      • We recommend setting it to ‘No Change” at first to understand the process and what it may affect.
    • If payment is captured, export the order when all items are fulfilled  (Optional)
      • Exports a balanced (paid in full) order after all items on the order have been marked as fulfilled by Supplier Fulfillment OR by using the Record Store Fulfillment function

    Orders must be "balanced" before they can be exported to Lightspeed Retail.

    Each order's balance due must be "Paid in Full" prior to export. "Unbalanced" orders will have a message indicating their status in both the Order List and in the Order Details.

    Troubleshooting

    If you have connected to the new API and no items are mapping/appearring

    • Confirm that the connected user's login has Admin role in Lightspeed. Revoke access within Lightspeed and reconnect using an admin login.
    • Check back the next day as some files take a long time to process the first time.
    If you want items to sync you need to have the following:
    • Default OR MSRP (whichever you have selected in Settings)
    • UPC or EAN 
    • Manufacturer's Part Number ( Manufact. SKU)

    MPNs and UPCs

    • When creating items, add a UPC/GTIN to the UPC field in Lightspeed
    • If a UPC isn't available, add the MPN to the Manufact. SKU field in Lightspeed
    • UPC in Lightspeed - GTIN1 on SmartEtailing
      EAN in Lightspeed - GTIN2 on SmartEtailing
      Man. SKU in Lightspeed - MPN on SmartEtailing