🟡 This integration is available for Planday admins based in the UK, USA, Ireland, Canada, Germany, the Netherlands and France.
🔓 Access level in Planday: Administrator with access to all departments in Planday.
🌐 Subscription plan: Plus, Pro, Enterprise.
⏱️ Reading time: 3 min.
✅ Required steps: Set up revenue with cost centres and budgets.
How does this integration work?
With Lightspeed Retail (R Series) integration, your revenue will automatically refresh every 5 minutes so you can monitor real-time changes within Planday. Revenue data is fetched for a set number of days, so updates to revenue on those days will be shown.
Requirements for the integration
To enable this integration, two prerequisites must be completed in Planday:
1. Set up Revenue units in Planday
You need to set up at least one revenue unit set up for each Department that you want to import revenue data for. Learn more in Set up revenue with cost centres and budgets.
To create a revenue unit in Planday:
Go to Reports > Revenue > Manage revenue > Create unit.
When setting up a Revenue unit, make sure to select Enter daily revenue for every unit you wish to map.
2. Create Shifts on business days for revenue import
Revenue can only be imported for business days in your schedule. To designate a day as a business day, ensure that at least one shift is scheduled for that day.
Activate the Lightspeed Retail integration
Step 1 – Connect the integration
In Planday, go to Settings > Integrations > Overview > find the Lightspeed Retail R Series tile > click Set up.
Click Connect to Lightspeed Retail.
This will redirect you to a Lightspeed sign-in page. You must enter your Lightspeed email and password here. Then, you’ll need to authorise the connection.
Note: If the window with the Lightspeed R Series log-in page did not open, make sure your browser is not blocking pop-up windows.
If you have multiple Lightspeed retail accounts, click again on Connect to Lightspeed Retail and follow the same flow to connect your additional Lightspeed retail accounts.
Step 2 – Configure data import settings
Select the number of past days you want to fetch data for. The integration will update the revenue numbers from Lightspeed Retail for the number of prior days chosen, so any changes to the revenue data will also appear in Planday.
Select Overwrite existing data if the integration should overwrite the existing figures in Planday. This should be selected if the budgeted revenue is entered manually in the revenue report and if the days being fetched have had any changes or updates made to the revenue figures in Lightspeed Retail.
Select whether or not you want to include or exclude VAT in the revenue from Lightspeed Retail.
Step 3 – Map Lightspeed Registers to Planday revenue units
Before activating the integration, you must match Revenue units to the correct labour cost in Planday. Follow the steps below to make complete the configuration:
Select if you want to import revenue from Lightspeed Retail by shop or register.
Select Show details to map your Planday Revenue units to your Lightspeed Retail shops or registers selected. This will ensure the revenue from the selected shops or registers will be imported into the correct Department in Planday.
The side pane will expand to show all the Revenue units created for your business in Planday on the left side. In the dropdown menu next to the name of each Revenue unit, choose the corresponding shop or register from Lightspeed Retail.
Finally, press Activate. Now the integration will begin importing your revenue data from Lightspeed Retail.
See imported revenue in Planday schedule
When the integration is set up, revenue data integration occurs once a day. You can see imported revenue data in the Schedule of the Department for which you have set up a connected revenue unit.
Go to the three dots on the top right of the Schedule > View settings > activate the Revenue toggle. Revenue data will show below the day columns in the Schedule.
Tip: To see an overview of your revenue history, go to Reports > Revenue and choose the date range.
The imported revenue is the sum of the revenue values of all active Lightspeed Floors mapped to the Revenue unit from successfully connected Lightspeed accounts.
If any Lightspeed account connection does not work, revenue from the account’s Floors will not count in the revenue imported into the mapped Revenue units.
Note: Incomplete revenue values will overwrite correct values imported in the past if a Lightspeed account connection stops working and if you are importing values for several days in the past.
See related articles:
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