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Lightspeed R Series - Set up, Connection and Configuration Options.

A complete guide to connecting Lightspeed R-Series to Optiply. Learn about the required Account ID, location settings, synchronisation schedules, and configuration options.

Carla Domingos avatar
Written by Carla Domingos
Updated this week

🔗 Connecting Lightspeed R-Series

Connecting Lightspeed R-Series (Retail) to Optiply involves configuring specific account details and choosing how your locations should sync. This guide covers the setup process and key configuration options.

1. Connection Prerequisites

Before connecting, you need to locate your Account ID and decide on your Location Strategy.
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Account ID

  • What it is: The unique identifier for your administrator account in Lightspeed Retail.

  • How to find it: You can locate this ID within your Lightspeed admin panel. [Video: How to find your Account ID]

  • Support Note: If you cannot find it, please contact Lightspeed Support.

Default Location Code

  • What it is: The main location where Buy Orders created in Optiply will be exported to.

  • Requirement: This must match the location name in Lightspeed R-Series exactly (case-sensitive).

2. Configuration Options

During the setup process in Optiply (Settings → Integrations → Add Source → Lightspeed R-Series), you will encounter the following configuration settings.
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Get Data From (Location Sync)

You must select one of three options for syncing inventory and sales data:

  1. All Locations:

    • Description: Optiply syncs data from every location defined in Lightspeed.

    • Best for: Businesses that want full visibility across all stores and warehouses.

  2. Multiple Locations:

    • Description: Sync specific locations only.

    • Input: Enter the location codes separated by commas (e.g., DowntownStore, WarehouseMain).

    • Note: Codes must match exactly (case-sensitive).

  3. One Location:

    • Description: Syncs data only from the Default Location specified earlier.

    • Best for: Single-location businesses.

Sync All Sales Orders

  • Default Behaviour: Optiply syncs only completed sales orders.

  • Option: You can enable "Sync All Sales Orders" to include pending and saved orders.

  • When to use: Enable this if you want your forecast to include demand from orders that are not yet finalised or paid.

3. Synchronisation Schedule

Once connected, the integration runs automatically on a set schedule.

Frequency

  • Imports (Lightspeed → Optiply): Every 30 Minutes.

  • Exports (Optiply → Lightspeed): Every 30 Minutes.

Note on Delays: Customers with very large data volumes may experience slight delays in sync completion.

Sync Behavior

  • Initial Sync: Upon the first connection, Optiply performs a full historical sync to build your sales history.

  • Incremental Sync: After the initial load, only new and updated records are synchronised to ensure speed and efficiency.

  • Error Handling: Failed syncs are retried automatically.

❓ Frequently Asked Questions (FAQs)

My sales orders are missing. Why?

By default, Optiply only syncs "Completed" orders. If you have orders in "Pending" or "Saved" status that you want to see, you must enable the "Sync All Sales Orders" option in your integration settings.

Can I trigger a sync manually?

Yes. If you need data immediately (e.g., right after adding new products), you can trigger a manual sync directly from the Optiply dashboard.

My Buy Orders are failing to export. What's wrong?

Check your Default Location Code. This field is case-sensitive. If your location in Lightspeed is "Main Warehouse" but you entered "main warehouse" in Optiply, the export will fail.

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