Coming soon to the Shopify App store!


Getting started guide

Installation and setup

Connect your Lightspeed account

Configure Actions

Create Tasks

Run and schedule Tasks

Run Tasks to sync product data between Lightspeed Retail and Shopify

Run Tasks to sync order details between Shopify and Lightspeed Retail

Create new Actions

Resources and support



Installation and setup

After installing the App from Shopify's marketplace, complete the free trial form, and click the Submit button to start your 14-day free trial.
Next: Select the Approve charge button.

After the 14-day trial period, a monthly charge is included with your Shopify invoice if the App is still installed.

Once you approve the charge, enter and confirm the password for your eSync account, and select the Create password button.



Connect your Lightspeed account

After creating a password, you are asked to connect your Lightspeed Retail account to eSync. To begin, select the Connect Lightspeed Retail button.

This directs you to your Lightspeed Retail account. Once you are logged into your Lightspeed account, select the Authorize Application button.
Your Lightspeed account is now connected, and you are returned to the eSync Dashboard.



Configure Actions 

Configure each Action to control how data is synced between applications.
Below each action select Configure.

Enter the required settings for the first application.
For details on each setting, hover over the Help (?) Icons.


After you complete the settings for the first application, select the Save Settings button.
This saves the settings for the first application, and clears the form fields.


If the second application also requires settings, complete the form fields, and select the Save Settings button for the second application.


Next: Select the Back to Dashboard link.

Repeat these steps to configure each Action.



Create Tasks

Once all the Actions are configured, go to the Dashboard > Tasks tab, and select the Create Task button.


On the Create Task screen, select Add Actions > find the standard item Action, and click the Add Action button.

Next: Give the Task a name and select the Save Task button.

Repeat these steps to create Tasks for the matrix item Action, and order Action.



Run and schedule Tasks

Select the Run button to sync data on demand, or;
Turn the Schedule ON to run Tasks, and sync data every 5-60 minutes or 1-12 hours.  



Run Tasks to sync product data between Lightspeed Retail and Shopify

Product information that has been updated in Lightspeed Retail (after the date you configure for the Action) is sent from Lightspeed Retail, and products are created and updated in Shopify each time the Task runs.

 
If a matching item from Lightspeed does not exist in Shopify, the product is created in Shopify.
If a matching item from Lightspeed exists in Shopify, the product is updated in Shopify.

Attention
Updates to your product information in Shopify are permanent.

Tip: Before running the task the first time, we recommend making a backup of your product information in Shopify, or;

creating a Shopify trial store to verify the product information in Shopify is ready to be integrated with Lightspeed Retail. 





Run Tasks to sync order details between Shopify and Lightspeed Retail

When orders in Shopify match all 3 statuses you configure for the Action, then orders are sent from Shopify, and created in Lightspeed each time the Task runs.


If the Action is configured to set orders to Complete Status then as orders from Shopify are created in Lightspeed Retail, inventory levels are automatically updated in Lightspeed Retail based on the number of items sold.


Attention
After the Task runs, we recommend updating the Fulfillment Status for each order that was sent from Shopify, so the same order is not exported a second time.

Tip: We recommend turning the schedule OFF for Tasks that include the order Action for Shopify-Lightspeed. This allows you to update the Fulfillment Status in Shopify before the next run.



Create new Actions

Actions let you choose what type of data to sync between applications. To create a new Action, select the Create Action button from the Dashboard > Actions tab.

Once a new Action is created, configure the Action, and add it to a Task to sync data between applications.



Resources and support

Submit a support request

Video library

Knowledge base and help docs