Lightspeed Retail (X-Series)

This article outlines how to connect and integrate your Lightspeed Retail X-Series account with your Velodrop account.

In this article

Connecting a Lightspeed Retail Account
Connecting Lightspeed Retail Customers

Connecting A Lightspeed Retail X-Series Account

Velodrop connects to your Lightspeed X-Series account using Personal Tokens.

Creating a Personal Token

Complete the following steps from your Lightspeed Retail admin console.

  1. Navigate to Seteup > Personal Tokens.
  2. Click Add Personal Token.
  3. Enter the requested information: Give the token a name (eg. Velodrop). We recommend leaving the optional expiration date disabled.
  4. Once complete, click Generate Personal Token.
  5. Copy the token and keep it somewhere safe. You will need it to complete the next steps.

Completing The Connection

After aquiring a Personal Token, complete the connection by navigating to the Lightspeed X-Series plugin settings page and filling in the required information.

  1. Navigate to Settings > Plugins > Lightspeed X Series.
  2. In the field Domain prefix enter your Lightspeed App Domain Prefix, (eg. my_domain_prefix.retail.lightspeed.app).
  3. In the field Personal token enter the Personal token you saved in the previous section.
  4. Click Connect.

Connecting Lightspeed Retail Customers With Velodrop

You can access exisiting Lightspeed Retail customers and import them into Velodrop for use in creating new appointments, orders and warranties.

Searching For The Customer

Begin typing the customer’s name in the search bar at the top of the form. If any customer names matching the search exist in the database, they will appear in the dropdown list of results below. If no suitable results come back, you extend the search to look for that customer’s name in the Shopify database by clicking the "Search Lightspeed" button at the bottom of the search box.

A modal will popup containing the results from Lightspeed Retail. If needed, the search terms can be corrected and the search can be run again. Results will be updated and shown below the search form.

Importing The Customer

When the customer you are looking for is found, you can import and use this customer in Velodrop by clicking the "Import" button for that customer. This will open another modal giving you the opportunity to make any changes to the customer data before it is imported.

When you are finished making any changes you wish to make, click the "Continue" button, and this customer will be imported into your Velodrop database and attached to the current event being created.

Exporting Velodrop Customers To Lightspeed Retail

You can create new Lightspeed customers or link existing Lightspeed customers to corresponding Velodrop customers from within Velodrop appointments.

Begin by clicking the button "Connect Lightspeed Customer" in the customer information box.

Export Modal Dialogue

A modal dialogue will popup which includes the data to be exported, along with a list of search results from Lightspeed potentially matching the customer. You can choose to select one of the matching customers from the search results below, or create a new Lightspeed Retail customer using the details contained in Velodrop.

Simply click the button "Continue" and your Velodrop customer will now be linked to a corresponding profile in Lightspeed.