> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Lightspeed

> Sync transactions and inventory data between Smartbills and Lightspeed POS

## Overview

The Lightspeed integration connects your Lightspeed POS with Smartbills, enabling multi-location transaction import, inventory sync, and employee-level reporting across Lightspeed Restaurant and Retail products.

<Info>
  This integration supports **Lightspeed Restaurant (L-Series)** and **Lightspeed Retail (R-Series / X-Series)**.
</Info>

## Key Features

| Feature               | Description                                         |
| --------------------- | --------------------------------------------------- |
| **Multi-location**    | Sync transactions across all Lightspeed locations   |
| **Inventory Sync**    | Import product catalog and inventory data           |
| **Employee Mapping**  | Link Lightspeed employees to Smartbills users       |
| **Custom Fields**     | Map Lightspeed custom fields to Smartbills metadata |
| **Category Mapping**  | Map Lightspeed product categories                   |
| **Tax Configuration** | Sync tax profiles and rates                         |
| **Shift Reports**     | Import end-of-day shift data                        |

## Prerequisites

* Lightspeed Restaurant or Retail account
* Smartbills Business plan or higher
* Admin access in Lightspeed

## Setup

<Steps>
  <Step title="Open the Apps Marketplace">
    In Smartbills, go to **Settings > Apps** and search for **Lightspeed**.
  </Step>

  <Step title="Select Product">
    Choose **Lightspeed Restaurant** or **Lightspeed Retail**.
  </Step>

  <Step title="Connect Your Account">
    Click **Connect** and authorize Smartbills in the Lightspeed portal.
  </Step>

  <Step title="Select Locations">
    Choose which Lightspeed locations to sync.
  </Step>

  <Step title="Map Products and Employees">
    Configure product categories and employee mappings.
  </Step>
</Steps>

## Configuration

### Location Settings

| Setting            | Description                               |
| ------------------ | ----------------------------------------- |
| Sync all locations | Import from all Lightspeed locations      |
| Select locations   | Choose specific locations                 |
| Location grouping  | Group transactions by location in reports |

### Product Mapping

| Lightspeed Category | Smartbills Category   |
| ------------------- | --------------------- |
| Food                | Meals                 |
| Beverages           | Meals                 |
| Retail Items        | Merchandise           |
| Services            | Professional Services |

### Employee Mapping

Map Lightspeed employee accounts to Smartbills users to attribute transactions to the correct team member. This is useful for commission tracking and individual performance reporting.

### Shift Reports

| Setting       | Description                                      |
| ------------- | ------------------------------------------------ |
| Auto-import   | Automatically import shift reports at end of day |
| Include tips  | Add tip totals to shift report data              |
| Cash variance | Track over/short amounts per shift               |

## Data Sync

| Smartbills       | Lightspeed         | Direction                | Frequency              |
| ---------------- | ------------------ | ------------------------ | ---------------------- |
| Receipts         | Sales transactions | Lightspeed -> Smartbills | Real-time or scheduled |
| Refund records   | Refunds            | Lightspeed -> Smartbills | Real-time or scheduled |
| Categories       | Product catalog    | Lightspeed -> Smartbills | On demand              |
| Locations        | Locations          | Lightspeed -> Smartbills | On demand              |
| Employee records | Employees          | Lightspeed -> Smartbills | On demand              |
| Shift data       | Shift reports      | Lightspeed -> Smartbills | Daily                  |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Transactions not importing">
    Verify the API connection in **Settings > Apps > Lightspeed**. Check that the selected locations are active.
  </Accordion>

  <Accordion title="Location not found">
    New locations must be added to the sync configuration manually. Go to integration settings and select the new location.
  </Accordion>

  <Accordion title="Employee mapping issues">
    Ensure employees have active accounts in both Lightspeed and Smartbills. Deactivated employees are excluded from sync.
  </Accordion>

  <Accordion title="Product catalog out of sync">
    Trigger a manual product catalog refresh from the integration settings page.
  </Accordion>

  <Accordion title="Shift reports missing">
    Verify that auto-import is enabled and that the shift was properly closed in Lightspeed. Open shifts will not generate reports.
  </Accordion>
</AccordionGroup>