🟡 This integration is available for Planday admins based in Australia, Canada, the UK and USA.

🔓 Access level in Planday: Administrator

🌐 Subscription plan: Plus, Pro, Enterprise.

✅ Required steps: Lightspeed Retail (X Series) integration – Setup guide with Planday

Revenue Import Details

How often is revenue imported?

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.

Does the integration include or exclude tax values?

The integration by default imports Gross values from mapped locations, however, you can include taxes. To do so, follow these steps:

In Planday, go to Settings > Integrations > Overview.
Find the Lightspeed Retail (X Series) integration tile and click Set up.
In the Data import settings, uncheck “Include tax values”.

Setting up the integration

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.

Can I connect several Lightspeed accounts to the same Planday organisation?

Yes, it's possible. To add another Lightspeed account to your Planday,

go to Settings > Integrations > Overview
find the relevant Lightspeed integration tile and click on Connect
click on Connect account and add the details of that second connection

Then, you can link the relevant revenue units ( corresponding to the departments) to the relevant Lightspeed Registers.

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.

Note: 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.

Working with the integration

Revenue is not importing

If configured correctly, the revenue will be visible at the bottom of the schedule. Make sure that Revenue is enabled in Schedule > View settings.
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.
Confirm that there is at least one shift scheduled on the day when the revenue should be imported.

How can I verify imported values?

In Planday, open the Schedule page. 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: 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!

Revenue imported to Planday does not match the value reported by Lightspeed Retail (X Series)

A. Lightspeed X Series – 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.

How do I deactivate the integration?

To stop importing revenue, you can remove individually connected Lightspeed accounts by clicking on Set up on the integration’s tile and then on Disconnect. This will stop revenue imports. Revenue previously imported into Planday will not be overwritten.

Alternatively, from the same window, click on Deactivate.

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