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Setting up the Shopify integration

  • Available on Pro, Standard, Advanced, Enterprise
  • Available on Core, Plus

The Retail POS and Shopify integration shares product, inventory, customer and sales information between both systems, helping you save time on manual admin. Information is kept up-to-date between your online and brick-and-mortar stores for better inventory management.

Understanding Retail POS as the system of record

Once your Retail POS and Shopify accounts are connected, Retail POS should be treated as the system of record. To keep your data accurate, only make changes to synced information exclusively in Retail POS. Updates made in Shopify may be overwritten, or cause syncing issues.

The Shopify integration syncs important information like online sales and associated customer and inventory information to Retail POS to keep stock levels accurate. For existing integrations, edits made to products in Shopify will not sync back to Retail POS. For integrations connected after December 18, 2024, edits made in Shopify may cause syncing issues, so it’s recommended to keep using Retail POS as your system of record.

Once integrated with Retail POS, you won’t be able sell products exclusively on Shopify. If your Shopify store includes a product that isn’t in your catalog, the product will be automatically created in Retail POS to ensure the order can be fulfilled and the integration functions correctly.

Don't unlink and relink your stores unless you are planning on deleting all items from your Shopify store and starting over.

Preparing to link Retail POS and Shopify

  1. Have your store URL and login credentials for both platforms ready.
  2. Back up product data in both systems before beginning. Export your Retail POS and export your Shopify products and save both.
  3. If you have shared products on both platforms, make sure their SKUs and handles match.
  4. Create a separate payment type just for Shopify orders.
  5. Set up a new register in Retail POS in the outlet that will be linked to Shopify. Shopify sales will re-open a closed register. Setting up a separate register ensures that your reporting is clear.
  6. We don't recommend using any third-party Shopify apps that change prices, SKUs, or handles. These can cause issues while Retail POS and Shopify are integrated.

Linking Retail POS to Shopify

After you've prepared your store to be integrated with Shopify, follow these steps to connect both platforms.

  1. In Retail POS, navigate to Setup > Apps.
  2. In the Sell online section, click Connect under Shopify.

    The Apps page highlighting the Shopify integration.

  3. You'll be redirected to the Lightspeed Retail POS X‑Series page in the Shopify app store.
  4. Click Install to begin the installation process.

    If you've already installed the Lightspeed app, you'll see an Open button on the app page. Uninstall the Lightspeed app from Shopify before beginning the installation process.

  5. If prompted, enter your Shopify login credentials.
  6. Choose how to set up your products:
    • If you have products in both systems and would like to link your products, click No thanks, I'll manage my products manually. Choose this option if you only want to publish a selection of Retail POS products to Shopify. Manually link your existing products to complete product set up.
    • If all your products are in Retail POS, and you want them all in Shopify, click Publish all to Shopify.

    • If all your products are in Shopify (existing Shopify user), click Import all from Shopify. Depending on how many products you have, it may take some time for them to appear in Retail POS. Images attached to Shopify products don't sync to Retail POS.

  7. Navigate to Setup > Apps > Shopify to continue configuring your Shopify integration.

Configuring the Shopify integration

After setting up your products, a product tour will automatically play. The tour won't play until you've chosen your product setup. You can replay the product tour anytime.

Once on the Shopify settings page, follow the steps below to finish configuring the integration:

  1. Select which register to record Shopify sales on from the Shopify register dropdown.

    The Shopify register setting.

  2. Choose a payment type to record your payments against from the Shopify payments dropdown. It's recommended that you create a separate payment type just for Shopify orders.

    The Shopify settings page, highlighting the Shopify payments setting.

  3. Shopify has a Product Vendor field. This field is shown on your Shopify webstore. You can select for this to match either:
    • Product brand in Retail POS
    • Product supplier in Retail POS

    This setting tells Retail POS how to handle the Vendor field in Shopify, so it's important that it correctly matches either the Brand or Supplier field to the Vendor field in Shopify. For example, if you’re keeping supplier information in Shopify’s Vendor field, but this setting is set to synch Brand from Retail POS, then your brand info will overwrite the supplier info when it synchs to Shopify.

    The Shopify settings page highlighting the Product Vendor in Shopify setting.

  4. If you have more than one outlet that you wish to link with Shopify, you need to set up multi-outlet inventory. Refer to our Multi-location Inventory with Retail POS (X-Series)'s Shopify integration guide.

    The Sync Outlets and Inventory section.

  5. By default, your sales in Shopify are automatically recorded in Retail POS. Untick Update Lightspeed Retail if you want to manually manage orders using the Get Shopify Orders button.

    The Shopify settings page highlighting the Automatic Updates section.

If you disable automatic updates and later enable it, make sure to manually pull any final orders through to Retail POS. Orders will not be backdated automatically.

What's next?

Testing your Shopify integration

Test your Shopify integration to ensure it's working correctly.

Learn more

Managing products synced with the Shopify integration

Learn how to manage your Shopify-integrated inventory.

Learn more

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