In this article, you will learn:
What is the Lightspeed to Bizimply Integration?
This integration links your Lightspeed and Bizimply accounts, allowing for daily sales data to be transferred automatically.
How to install the Lightspeed to Bizimply Integration
NB: Only account administrators can install this integration.
Go to the App Centre and find the Lightspeed To Bizimply Integration.
Click the green Request button, this will redirect you to the Lightspeed login page.
Enter your Lightspeed credentials in the sign in page.
Once you're logged in, you will see a menu for OAuth Approval. Enable “financial-api:” on the list of options and click Authorize.
If you see the message “Lightspeed installed successfully”, your accounts should now be linked.
How to set up the Lightspeed to Bizimply Integration
Once you have linked your Bizimply and Lightspeed accounts, go to the App Centre page.
Find the Lightspeed To Bizimply Integration.
Click on the gear icon to enter the settings menu
Use the menu to match each location in Lightspeed with the corresponding Bizimply location on the right.
How Sales Figures are added to the Shift Log
Once the integration is set up, the sales figures will transfer from Lightspeed to the Shift Log on Bizimply once a day.
When Lightspeed to Bizimply app is installed, only one shift can be set up in Shift Log Settings > Shift Log Set Up. The other shifts will be disabled.
When the app is installed, only one sales area is used and the other sales areas are disabled and greyed out. There is a tooltip that says 'Sales area managed by Lightspeed integration and cannot be turned off'
Additionally, only one sales area will appear in the shift logbook. The sales figure here is transferred from Lightspeed and it is not editable. There is a tooltip that says 'Sales added by Lightspeed'.
The sales data is transferred from Lightspeed to Bizimply once a day at the 'End of day time' as set in the Company Settings on Bizimply.
Related Articles: