Importing Customers From Lightspeed Retail
There are multiple ways to access exisiting customers from your Lightspeed Retail account and import them into Velodrop to use in creating new appointment, orders and warranty claims.
1. When Creating a new Event
The most likely time you will need to import a Lightspeed Retail customer into the app is at the time of creating a new event, such as a new appointment, order or warranty claim. The workflow for doing this is simple.
Search 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 Lightspeed database by clicking the “Search Lightspeed” button at the bottom of the search box.
Lightspeed Customers Search Modal
A modal will popup containing the results from Lightspeed. 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 select which email and phone number to use, and to make other changes to the customer data being imported.
When your 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.
2. From The Settings Page
You can also search for, and import Lightspeed customers from the integration settings page, under the Lightspeed Retail section.
Settings > Integrations > Import Customers
Search and Import
You can search for, and import customer just like you do while creating an event, as described in section 1.