Lightspeed R-Series P.O.S. Integration

Learn how to quickly and easily integrate your Lightspeed Point of Sale system with the T.M.A.S. platform for a streamlined experience.

Table of Contents

    This article describes the process to setup an API integration with Lightspeed POS (R-Series) with the purpose of downloading Sales, Transactions, Items and Staff data into T.M.A.S. for the purpose of populating reports and the dashboard.

    NOTE: For X-Series (Formerly Vend), refer to the following article: https://help.storetraffic.com/tmas-integrations/tmas-vend-pos-integration

    T.M.A.S. allows for the integration of each of your locations Lightspeed accounts so that it can import the following data:

    • Sales Data
    • Transactional Data
    • Items Sold
    • Staff Hours 

    Click Here to LEARN MORE about SMS Data Privacy Policy

    Requirements

    • Active T.M.A.S. account with a Retail Subscription or higher.
    • Aligned location ID of T.M.A.S. to match Lightspeed.
    • Active Lightspeed account which will be able authorize T.M.A.S. integration will require the following access.
      • Employee: register
      • Employee: admin_employees

    Setting up the Integration

    Verify and or Disable Manual Retail Dashboard editing

    It is advisable to disable the manual editing feature if you have automated import or POS sync configured to avoid data conflicts. Verify your permissions, access user settings, and disable the manual editing option for users who no longer need access.

    How to Disable

     
    Finding the integration

    1. Login to T.M.A.S.  (https://www.smssoftware.net/tmas/index.jsp)

    2. Expand Administration

    3. Select POS Integration

    4. Select Lightspeed 
    Complete General Information

    5. Input Label (Typically chain name)

    6. Select Log in and authenticate to Lightspeed

    7. Select Next
    Match Location IDs between T.M.A.S and Lightspeed

    8. Select Edit

    9. Input ID of location from Lightspeed (Typically 0001)

    10. Click the checkmark

    11. (Optional) Update other locations as needed

    12. Select Next

     

    Warning

    You might encounter an issue loading the "Location ID Validation" during setup.


    Workaround:

    1. Click "Next," accept the pop-up, and proceed with the integration.
    2. Afterward, go to "Manage Locations" in "Administration" (in T.M.A.S.) with your main Chain selected under "Location Options" on the top left. 
    3. Then, select the location(s) and adjust the Location ID, according to the requirements specified within this guide.
     

     

    Need more help?

    If you have more than 1 location, please contact techsupport@storetraffic.com for steps about how to proceed with us to locate and match location ID with Shop ID.

     
    Setting an Import Schedule

    13. Set Hourly for schedule type

    14. Input 00:02 for Start hour

    15. Select Finish

    Success

    Sales, Transactions, Items and staff should now flow into T.M.A.S. . The dashboard and reports should be populated within the hour as T.M.A.S. will be downloading data for a few days back. To verify the data, generate a Totaling or Data Export report.

     

    How to Disable / Enable or Remove the Integration

    Disable Single or Multiple locations - Change Location Status
    1. Select Location
    2. Expand Administration
    3. Select Manage Location
    4. Change status via dropdown to other than functional
    5. Click Save
    Disable - All Locations
    1. Select Location
    2. Expand Administration
    3. Select Manage Locations
    4. Select Import / Export Data / POS Integration
    5. Click Edit next to Lightspeed job
    6. Uncheck Active (Or Check to activate.)
    7. Click save
    Removing the Integration
    1. Login to T.M.A.S. (https://www.smssoftware.net/tmas/index.jsp)
    2. Expand Administration.
    3. Select Manage Location.
    4. Select Import / Export Data / POS Integration
    5. Check the Import job to remove which has format showing Lightspeed
    6. Select Delete or the Trash Can Icon
    7. Select Yes to the following message

    F.A.Q.

    Q: How often does the Lightspeed Data refresh in T.M.A.S.?
    A: Data refresh is determined by the schedule set for the integration, Example: If you set Hourly to start at 00:02 as indicated in the steps above the data will refresh at 2 mins past each hour. For more info verify the setting an import schedule in the above steps of this article.
    Q: How does T.M.A.S. receive staffing data from Lightspeed?
    A: T.M.A.S. calls employee clockin's endpoint through the Lightspeed API which is linked to the Clocking employees in and out – Lightspeed Retail (R-Series) (lightspeedhq.com) optional module, which can be enabled in the Lightspeed application. If changes have been made to clock in/out times prior to 24hours ago, this would need to be manually updated in T.M.A.S. via Edit Data Function
    Q: All locations are syncing data expect for 1 or 2 locations.
    A: Make sure that the location's ID is correct in T.M.A.S. and that store status is set to functional.  Contact Techsupport@storetraffic.com for help matching Shop ID in Lightspeed to T.M.A.S. location ID.
    Q: All locations are no longer syncing with T.M.A.S. .
    A: The integration relies on the original user who set it up. If the user doesn’t exist anymore, the integration authorization will have been removed, therefore you will need to go through the integration process again.

     

    Was this article helpful?
    Related Questions
    header-top-left-border Created with Sketch.
    header-top-right-border Created with Sketch.