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), please see:

Step 1 - Select Lightspeed as POS

  1. On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears

    An arrow points to the
  2. Click the "Edit" button beside POS Type

    An arrow points to the
  3. Select Lightspeed from the list of POS providers

  4. Before starting the setup process, 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

    The checkboxes when Lightspeed is selected are highlighted.
  5. Click "Set up"

    The

    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

  1. In the Lightspeed window that opens, type your Lightspeed username and password and click "Sign In"

    The Lightspeed login screen.
  2. Click "Allow"

    The
  3. You will get a page with the response below

    Note: If you don't see this message, please contact WISK support

  4. 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:

Note: If you don't want to do this now, you can configure it at a later time

To finish the integration, click “Save”

The

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.

  • 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 are 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".


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