Article Contents
Introduction
You can integrate your Lightspeed L-Series account with WISK in a matter of minutes.
Just log into the WISK Web Portal and follow the steps outlined below.
Once the integration is complete, WISK starts importing sales data into your venue.
Note: If you are using Kounta by Lightspeed (O-Series), or Lightspeed (K-Series) please see:
Step 1 - Select Lightspeed as POS
On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Scroll down to the "POS Integrations" section and click "Add POS Integration"
Select Lightspeed from the list of POS providers (In this list, "Lightspeed" represents L Series)
Click "Save" to continue
Before clicking the "Set up", use the checkboxes to configure how your POS Items from Lightspeed appear in WISK. For descriptions of each checkbox, please see the "Customizing Your Sales Data / POS Items" section below
Note: If you're not sure what settings to pick you can customize this later. However we recommend you finalize this before mapping of your POS Items begins.
Click "Set up"
Note: This opens Lightspeed's login page in a new window. If nothing appears, please temporarily disable your browser's pop-up blocker and try again.
Step 2 - Log in to Lightspeed
Note: If you have access to multiple locations within your Lightspeed account, we recommend that you logout of Lightspeed and complete this process in an incognito window. This ensures you are linking the intended Lightspeed location to your WISK account.
In the Lightspeed window that opens, type your Lightspeed username and password and click "Sign In"
Click "Allow"
You will get a page with the response below
Note: If you don't see this message, please contact WISK support
Return to the browser window with the WISK Web Portal
Step 3 - Complete Integration
If you haven't checked any of the boxes to configure how your sales data is imported, you can do this now. See:
After connecting to your Lightspeed L Series account, your revenue centers / floors populate in the "Revenue Centers" table. By default, all revenue centers are imported into your account (all boxes unchecked means all are imported). In most cases you won't need to adjust this.
Note:You will only need to check specific revenue centers if you have separate venues per revenue center in WISK. This way only the sales relevant to it are uploaded into the venue.
To finish the integration, click “Save”
After the integration is complete, WISK pulls up to your last 6 months of sales data from Lightspeed (unless you selected include all POS Items). It may take a few hours for your sales data to appear.
Note: If you receive an error message or sales data doesn't appear in your venue in a couple of hours, please contact WISK support. You can send an email to [email protected] or reach out in the chat.
Customizing Your Sales Data / POS Items
When setting up the integration, or anytime after, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers.
Important: To reduce the amount of effort, it’s best to customize your sales data after integrating and before mapping your POS Items. You want to make sure everything is right before adding recipes.
Include all POS Items even if not sold - By default, WISK only pulls menu items with sales from the last 6 months to keep the number of items manageable. If you toggle this on, it’ll pull all historical menu items, and any new items you create before they're sold for the first time.
Include modifiers with price of 0 - If toggled on, menu modifiers that don't affect the price are attached to your POS Items. For example, you may have a Pad Thai menu item with a choice of protein (chicken, beef, tofu, etc). If it isn't toggled on, you'll see just see "Pad Thai", but if toggled on there is a POS item for each option that you can map accordingly (Pad Thai - Chicken, Pad Thai - Beef, etc).
Other examples include the type of mix used in a drink (orange juice, ginger ale, etc) or the choice of side with an entree (fries, soup, salad). This has the potential to create a large number of POS Items, but can provide greater accuracy with your recipe mapping / costing.
Import Modifiers as separate POS Items - When you select this option, your menu item modifiers appear as separate POS Items. This applies to both modifiers that include an up-charge, and modifiers with a price of 0.
For example, if you sell "Tito's Vodka Single" and you use modifiers to track the mix that it is sold with, it appears differently depending on whether this box is checked. Lets say we sell it with Orange Juice:
Checked - There will be a separate POS Item for "Tito's Vodka Single", and for "Orange Juice". Orange Juice could be used as a modifier in multiple items, and it will only appear as one POS Item that needs to be mapped.
Unchecked - There will be a combined POS Item of "Tito's Vodka Single - Orange Juice".
After making your changes, click "Save" to apply them.
Reimporting Sales Data
After making those changes, they apply to any sales data imported from that point forward.
When you make the changes, you can apply them to the past by reimporting your sales data.
When you click "Yes" you can choose if you want to reimport sales from a completed inventory or a specific day to the present.
For more information about reimporting sales, see:
Note: You can only reimport sales for "open" inventory periods. You won't be able to reimport sales beyond your last locked inventory. If you have no locked inventories, you can reimport up to the maximum number of days allowed for the specific POS
Clear Previous Sales Data
Most customization for your POS integration should happen early in your venue's setup. The ideal flow is to import the sales with the settings you want, and see if the output matches your expectations.
If it doesn't, you can make more changes and try again. As part of this, you can ask a member of the WISK Team to clear all your imported sales data.
This does the following
Deletes all sales data from the venue
Keeps all mapped POS Items (if any)
Removes all unmapped POS Items
It then reimports everything with the updated settings. This is used because sometimes a POS has a limitation on how far back the end user can re-import the sales. When the data is cleared by a member of the WISK Team goes back as far as possible.
Expired Authentication Token
The integration with Lightspeed requires an authentication token that is generated during setup. Some events can cause the token to expire which disables the integration.
If this happens, you'll receive a notification on web.wisk.ai and an email saying the token has expired. To re-integrate, just go through the setup process again in the existing integration to generate a new token.
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