The Retail POS-Shopify integration shares product, inventory, customer and sales information between both systems, saving time on manual admin. Information is kept up-to-date between your online and brick-and-mortar stores, so you can be confident that you will only sell stock you have.

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.

Shopify syncs important information to Retail POS such as online sales, customer information associated with a sale, and inventory from a sale to keep stock levels accurate. For more information, refer to About the Shopify Integration.

• For merchants integrated before December 18, 2024: Edits made to products in Shopify will not sync back to Retail POS.
• For merchants integrated after December 18, 2024: Edits made to products in Shopify will sync back to Retail POS. While it's possible to edit products in Shopify, this can cause issues with accuracy. We still strongly recommend using Retail POS as your system of record.

It is not possible to sell products only on Shopify when integrated with Retail POS. If a new Shopify includes a product not in your Retail POS catalog, the product is created automatically to ensure the order can be fulfilled. We recommend having all products you sell in-store and online in your Retail POS catalog to ensure the integration functions correctly.

Do not unlink and relink your stores unless you are planning on deleting all items from your Shopify store and starting from scratch.

Preparing to link Retail POS and Shopify

• Have your store URL and login credentials for both platforms ready.
• Back up product data in both systems before beginning. Export your Retail POS and export your Shopify products and save both.
• If you have shared products on both platforms, make sure their SKUs and handles match.
• Create a separate payment type just for Shopify orders.
• 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.
• 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 story 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.

   

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 log in 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 synch to Retail POS.

Navigate to Settings > 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 at this link.

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

1. Select which register to record Shopify sales on from the Shopify register drop-down.

   

2. Choose a payment type to record your payments against from the Shopify payments drop-down. We recommend that you create a separate payment type just for Shopify orders.

   

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

   

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

   

5. By default, your sales in Shopify will automatically be added to your Retail POS store, and update the available inventory. If you do not want your sales to appear automatically, untick Update Lightspeed Retail.

   

   This means your Shopify orders will only appear in Retail POS when you manually add them using the Get Shopify Orders button.

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.

Once your setup is complete, follow our Checklist for testing your Shopify Integration guide to ensure the integration is working.

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