Purpose

Prerequisites

Open the Optiply account where you want the connection. Confirm the correct connector and variant before preparing credentials. Use Lightspeed R-Series configuration options for the documented account, location and sales-order fields. Do not substitute Lightspeed C-Series.

Steps

  1. Open Settings → Integrations and wait for the source lists to load.
  2. Choose Add a source, search for Lightspeed R-Series, and select the matching connector only if it appears. If it is missing or ambiguous, contact Support; do not substitute another connector.
  3. Choose Next to open Connect to system.
  4. Check the action offered. If it is Contact us, use it to request setup assistance. If configuration fields and Connect are offered, use the displayed fields for your source; ask Support if their meaning or the required credentials are unclear. Do not send keys or secrets in ordinary support messages.
  5. After completing the displayed connection flow, return to Settings → Integrations and check whether the intended source is listed as Connected. Verify data arrival separately.

Fields and columns

  • Source name: identifies the chosen connector, not proof of the correct account or variant.
  • Connect: submits the displayed configuration when its required fields are valid; additional authorization can be required.
  • Contact us: requests assistance when that is the offered path, including when your account has reached its integration limit.
  • Connected: marks a linked source, not proof that records have transferred.

Expected result

You have selected the intended source and identified the available configuration or assistance path. A listed Connected source is a linkage check only; requesting assistance is not itself a completed connection.

Limitations

Connector availability, exact fields and authorization screens depend on your account. This guide does not establish the required credential values, your current account limit, connection success, synchronization timing or transferred records. Do not reuse another connector's fields or credentials.

Errors and recovery

If Add a source is disabled, wait for the lists to load. If the connector is missing, fields are unclear, authorization fails or the intended linked source is absent, contact Support with the connector name and a description without credentials.

Data mapping guide