🟡 This integration is available for Planday admins based in the UK, Ireland, Canada, The Netherlands, Germany, the USA, Italy and France.

🔓 Access level in Planday: Administrator with access to all departments in Planday.

🌐 Subscription plan: Plus, Pro, Enterprise.

✅ Required steps: Lightspeed Restaurant (K Series) integration – Setup guide with Planday

Revenue Import Details

How often is revenue imported?

The integration imports revenue data from Lightspeed every 5 minutes.

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 Restaurant (K Series) integration tile and click Set up.
In the Data import settings, check “Taxes".

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 Set up
click on Add another account and add the details of that second connection

Then, you can link the relevant revenue units ( corresponding to the departments) to the relevant Business locations.

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 Options button in the Integration tile and then on Deactivate.
Click on the Connect Account button and a pop-up window asking you to sign in again will appear. Once you sign in, the connection status will be updated.

Please 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, click on the Import now button in the Import historical revenue section in the Lightspeed K Series integration settings.

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 Restaurant K-Series Business Locations are mapped to the Revenue units of the 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!

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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