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Lightspeed Restaurant (L Series) integration – Setup guide with Planday
Lightspeed Restaurant (L Series) integration – Setup guide with Planday

Automate importing your revenue data from Lightspeed Restaurant (L-Series) into Planday.

Maud avatar
Written by Maud
Updated over a week ago

🎯 For admins looking to integrate Lightspeed Restaurant (L-Series) with Planday. This integration is only available for customers based in the UK, USA, Netherlands, Gibraltar, Ireland, Canada, France, Belgium and Spain.

Connect to your Lightspeed Restaurant (L Series) POS solution to automatically import your daily revenue to Planday.

When you're done setting up, your revenue will automatically refresh every 20 minutes so you can monitor changes in real-time. Revenue data is fetched for a set number of days, so any updates to revenue on those days will be shown.

Monitor your revenue, scheduled labor costs, and labor percentage by going to Reports > Revenue in the top menu or view it inside your schedule by selecting View settings and toggling on Revenue in the dropdown menu.

Requirement for the integration

Set up Revenue units in Planday

To get this integration working, you must map Planday’s Revenue units with Lightspeed’s Floors to fetch revenue data.

Before setting up the integration, create at least one Revenue unit in every Department where you wish to import revenue.

To set up a Revenue unit in Planday, go to Reports > Revenue > Manage revenue > Revenue units.

Note: You can create several revenue units within a department.

When setting up a Revenue unit, select the option to Enter daily revenue for every unit you want to map, along with selecting Include in total revenue.

Note: For detailed steps, read Set up revenue with cost centres and budgets.

Set up the integration in Planday

Follow these steps to find, connect and configure the integration.

Find and connect the integration

Once the prerequisites have been completed, go to Settings > Integrations > Overview. Switch to the Point of Sale tab to see all available POS integrations or search for the integration name from the search bar.
Click Set up (3.) on the Lightspeed Restaurant (L-Series) tile to start setting up 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.

Configure your 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.

Link your Lightspeed floors to your Planday revenue units and activate the integration

In the tab Accounts and mappings, 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 the imported values

To verify in Planday: Open the Schedule page on Planday. 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.

Or you can go to Reports > Revenue > Per day in the top menu and click on the daily revenue link where the same daily revenue pop-up will show.

Note:You can check the source of the revenue data in the Notes of the Daily Revenue. Be aware that 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.

FAQ and troubleshooting

The integration seems to be enabled but no revenue is coming in

  • If configured correctly, the revenue will be visible at the bottom of the schedule. Make sure that Revenue is enabled in Schedule > View settings.

  • Are you looking at the correct department/location? In the top left corner of Planday you can switch between departments/locations

Revenue is coming in, but the numbers are incorrect

If I have manually entered the revenue in the schedule, will it be overwritten by the POS import?

Yes, it will. Revenue imported from a POS system will overwrite the manually entered revenue in the daily sales. The imported revenue is visible by clicking on the revenue value under each day on the schedule. However, your daily revenue forecast will be retained.

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 the Set up button. Then, click on Add another account.
Then, you can link the relevant Planday revenue units ( corresponding to the departments) to the relevant Lightspeed Floors.

See related articles:

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