🟡 This integration is available for Planday admins based in the UK, USA, Netherlands, Gibraltar, Ireland, Canada, France, Belgium and Spain.

🔓 Access level in Planday: Administrator

🌐 Subscription plan: Plus, Pro, Enterprise.

⏱️ Reading time: 3 min.

✅ Required steps: Set up revenue with cost centres and budgets.

ℹ️ Important read: Lightspeed Restaurant L Series – FAQs.

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 integration in Planday

Step 1 – Connect the integration

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 L-Series log-in page did not open, make sure your browser is not blocking pop-up windows.

Step 2 – Configure data import settings

In this step, you’ll need to configure the settings for your integration before you activate it.

Select the number of past days you want to fetch data for. The integration will update the revenue numbers from Lightspeed Restaurant (L Series) 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, or if the days being fetched have had any changes or updates made to the revenue figures in Lightspeed Restaurant (L Series).

Only available in the US version of the integration:

Choose if you want the revenue to be displayed including or excluding taxes.
Choose if you want the revenue to be displayed including or excluding a service charge (your option is not going to affect the numbers if you don’t use a service charge)

Click on Save and continue to link your Lightspeed floors to your Planday revenue units.

Step 3 – Map Lightspeed floors to Planday revenue units

In the Accounts and mappings tab, you can connect the Revenue units in Planday to their corresponding Floors in Lightspeed Restaurant (L Series), so the revenue will be imported into the correct departments in Planday and an accurate labor percentage will be calculated. Click on the pencil icon to link your revenue units.

Here you will see all you Lightspeed Floors that you will be able to link to your Planday revenue units by clicking on the dropdown (1.).
If you have some of your tables set up to Delivery and/or Takeaway you also need to specify to which revenue unit these modules should be imported to (2.). It is possible to leave this blank or select revenue units that are already mapped. In this case, the revenue from all selections will be imported to the same revenue unit.

Note: Revenue from “Takeaway Simple” will be calculated as a part of the floor and only revenue from the table types Takeaway or Delivery will go into the separate delivery and takeaway mapping.

When you’re done, click on Apply (3.) ⬆️. You’ll be redirected to the screen with the connected accounts screen under Settings > Integrations > Overview.

Close the window and click on Activate integration to finish the process.
If you have multiple sites, click on Add another account and follow the same steps but for the other Lightspeed Restaurant (L Series) account. ⬇️

Now the integration will start importing your revenue data from Lightspeed Restaurant (L Series).
Allow it 20 minutes for it to show up in the schedule.

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:

ℹ️ Need more help?

🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar

💬 For personalised support

Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.