You can sync data between your Retail POS (X-Series) and third-party apps that currently don’t have direct integration with Lightspeed by using Zapier, a no-code automation tool that connects different systems.

With Zapier, you can create automated workflows, called “zaps”, that let one system trigger actions in another. For example: 

• When a new customer is added to your POS, a contact is created in a CRM system like HubSpot or Klaviyo.
• When a new sale happens, a row is added to a spreadsheet service like Google Sheets.
• When a refund is processed, a ticket is created in Zendesk or a message is sent in Slack.
• And so on

Before you begin

Before you connect your Retail POS account to Zapier, make sure: 

1. You have a Zapier account.
2. You have an account in a third-party app that you want to use.
3. The service you want to use doesn’t have a direct integration with Lightspeed. 

Connecting Retail POS to other services with Zapier

Retail POS already supports direct integrations with many popular apps. Check the list of integrations before using Zapier.

To connect Retail POS to your Zapier account and sync data between Retail POS and a third-party service: 

1. In your Zapier dashboard, click Create and select Zaps.
2. Click the Trigger section and type “Lightspeed X-Series” into the search field. Then select Lightspeed X-Series.

3. In the popup on the right, click Sign in in the Account section:

    

   

    

4. Enter your Retail POS credentials, then click Connect.
5. Click Continue.
6. In the Trigger event dropdown, select a preferred trigger. For example, “New Order”.
7. Click Action and select the service that you want to connect to. For example, Hubspot.
8. In the opened menu on the right, click the Action event dropdown and select the action you want to perform. For example, “Create Contact”.
9. If you're not automatically logged in into your third-party service account, in the Account dropdown, click Sign In to login.
10. Click Continue.
11. Set up details of your connection and click Continue.
12. (optional) Click Test to check if the right store has been connected and if the right trigger is set up.
13. Click Publish. 

Now, when the specified action takes place in Retail POS (e.g., a new order is created), the connected service will automatically perform the corresponding action (such as creating a new customer in HubSpot).

Creating a zap with Zapier

Once you’ve connected Retail POS with Zapier, you can create new zaps. You can also connect different services with Zapier by creating new zaps.

The general workflow for creating zaps for each service might vary. To get more information on how Zapier works, refer to the Zapier help center.

To create a new zap:

1. In your Zapier dashboard, click Create and select Zaps.
2. Click the Trigger section and type “Lightspeed X-Series” into the search field. Then select Lightspeed X-Series.
3. In the popup on the right, select the trigger event and your account.
4. Click Action and select the service that you want to connect to. For example, Google Sheets.
5. In the opened menu on the right, click the Action event dropdown and select the action you want to perform. For example, “Create a new row”.
6. If you're not automatically logged in into your third-party service account, in the Account dropdown, click Sign In to login.
7. Click Continue.
8. Set up details of your connection and click Continue.
9. (optional) Click Test to check if the right store has been connected and if the right trigger is set up.
10. Click Publish.