Getting started with Lightspeed POS

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You will learn

Learn how to integrate Lightspeed Point of Sale with Klaviyo, and what data syncs through the integration. After integrating, you'll be able to personalize and target emails based on each customer's offline purchases and activity. The Lightspeed integration syncs with Klaviyo every hour. The data synced from from Lightspeed includes:

  • Sales and order data including which products were purchased, the categories they are in, and any discounts applied
  • Customer information including First Name, Last Name, and location information
  • Shipped and refunded order data

Before you begin

This integration is for Lightspeed POS R-Series only. Klaviyo does not have a native integration with Lightspeed's other platforms. If you wish to integrate Klaviyo with your Lightspeed ecommerce store, you will need to build a custom integration using Klaviyo's APIs

Table of contents

  • How to integrate with Lightspeed POS
  • Verify your synced data
  • Types of data synced from Lightspeed
  • Outcome
  • Additional resources

How to integrate with Lightspeed POS

  1. In Klaviyo, click your account name in the lower left corner and select the Integrations tab, then click All Integrations
  2. Search for Lightspeed and click Add Integration to be brought to the integration settings page
    Integrations tab in Klaviyo with Lightspeed in searchbar and Lightspeed integration card with Add Integration with arrow in results
  3. On the settings page, choose whether or not you'd like to automatically subscribe new customers to a Klaviyo list
  4. If you checked the subscribe box, you will be prompted to select a Klaviyo list from the dropdown menu to add subscribers to
    Lightspeed integration settings page in Klaviyo with subscribe new customers to a Klaviyo list setting checked, list selected, and Connect to Lightspeed with arrow and blue background
  5. Click the Connect to Lightspeed
  6. On the next page, enter your Email or Username and Password for your Lightspeed account
    Lightspeed retail sign in with boxes for username or email and password, with Sign In with green background
  7. Click Sign In
  8. After reviewing the access rights, click Authorize Application to allow Klaviyo access to your Lightspeed data
    Page showing allow access to your Lightspeed retail account with access rights listed and Authorize Application with black background
  9. You will then be taken back to your Lightspeed integration settings page in Klaviyo, where you should see a success message if your integration was successful

Verify your synced data

To check on your Lightspeed integration:

  1. Click the Analytics dropdown in Klaviyo and select Metrics
  2. Filter by Lightspeed and look for the Placed Order metric to verify that there is data populated for this metric. The initial integration data sync can take up to a couple hours depending on how much data you have in your account. 
  3. Klaviyo will import all of your historic Lightspeed data. To verify this, you can compare the number of placed orders from a particular day in Klaviyo with what's in your Lightspeed interface and confirm they match. For example, when exploring the Placed Order metric, you can mouse over yesterday's data point or look at the table of data below the chart to see how many orders were reported yesterday. Compare that number to what's stored in Lightspeed from yesterday and you should see they match exactly.
    • If they don't, the issue is most likely that your Klaviyo account's timezone doesn't match your Lightspeed account's timezone. To check your timezone setting in Klaviyo, click your account name in the lower left corner, then navigate to Settings > Contact Information > Organization. At the bottom, you will see an area to set timezone.

Types of data synced from Lightspeed

Navigate to Analytics > Metrics. The metrics with a Lightspeed icon are synced from the Lightspeed integration. You can use the filter feature in the upper righthand corner to filter for all Lightspeed metrics.
Metrics and profile properties from Lightspeed are synced in real-time, you should see them appear in Klaviyo within a few seconds of when an event is recorded in Lightspeed.

Below is a list of all the metrics synced from Lightspeed and an explanation of the data included along with each synced metric. 

Metrics page in Klaviyo filtered by Lightspeed showing list with metrics Ordered Product, Placed Order, Refunded Order, and Shipped Order

Placed Order

This event is tracked when a customer completes the checkout process and creates an order in your physical store. The event Klaviyo tracks includes key product information regarding the items included in the order (such as product names and images) so you can use that information in purchase followup emails. You can filter and target Placed Order events based on the following criteria:

  • Categories
    The names of all categories each product is in, e.g., t-shirts, mens, pants and sale
  • Discount Codes
    Any discount or coupon codes someone used in their order, e.g., SPRING2015
  • Email Domain
    The email domain of the person placing the order, e.g. gmail.com or yahoo.com
  • Is Discounted
    This will be TRUE or FALSE
  • Items
    The names of the products in someone's order, e.g., t-shirt or pants
  • Item Count
    The total number of items in the order, e.g., 2
  • Shop
    The name of the store where the order was placed, e.g. Klaviyo-Boston or Klaviyo-New York
  • ShopID
    The ID of the store where the order was placed
  • Total Discounts
    The total amount of any applied coupons or discounts, e.g., 10.00

Ordered Product

This event is tracked when a customer places an order - unlike the Placed Order event, one Ordered Product event is tracked for each item someone purchases in a single order. For example, if someone buys a t-shirt and a pair of pants, one Placed Order event and two Ordered Product events are tracked - one event for the t-shirt and one event for the pants. 

The Ordered Product event Klaviyo tracks includes detailed information about each purchased item. This detailed item data is useful for creating behavioral segments based on product variant options and other information that's not available in the Placed Order event. You can filter and target Ordered Product events based on the following criteria:

  • Category
    The name of the category the product is in, e.g., sale
  • Email Domain
    The email domain of the person placing the order, e.g. gmail.com or yahoo.com
  • Name
    The name or title of the product, e.g., The Jungle Book DVD
  • Product ID
    The Product ID of the item, e.g., 2222
  • Quantity
    The quantity purchased, e.g., 2

Refunded Order

This event is tracked when a customer completes the checkout process and a payment is made, but the customer requests the payment to be returned. The event Klaviyo tracks includes all key product information about the items purchased including product names, images, and discount information. You can filter and target Refunded Order events based on the following criteria:

  • Categories
    The names of all categories each product is in, e.g., t-shirts, mens, pants and sale
  • Discount Codes
    Any discount or coupon codes someone used in their order, e.g., SPRING2015
  • Email Domain
    The email domain of the person placing the order, e.g. gmail.com or yahoo.com
  • Is Discounted
    This will be TRUE or FALSE
  • Items
    The names of the products in someone's order, e.g., t-shirt or pants
  • Item Count
    The total number of items in the order, e.g., 2
  • Total Discounts
    The total amount of any applied coupons or discounts, e.g., 10.00

Shipped Order

This event is tracked when a customer order is fulfilled and is now being shipped. The event Klaviyo tracks includes all key product information about the items purchased including product names, images, and discount information. You can filter and target Shipped Order events based on the following criteria:

  • Items
    The names of all products in someone's order, e.g., t-shirt, pants
  • Collections
    The complete set of the collections of the products in someone's order, e.g., t-shirts, mens, pants and sale
  • Discount Codes
    Any discount or coupon codes someone used in their order, e.g., SPRING2015
  • Total Discounts
    The total amount of any coupons or discounts if someone used a code, e.g., 10.00
For the Shipped Order metric, we will only sync orders as shipped when the order status changes to 'shipped' = true. By default, this shipped status can only be set by clicking a button manually in Lightspeed. Furthermore, shipments not tied to a customer will not be synced. This can occur when a customer isn't specified on a Sale.

Customer data

In addition to the metrics above Klaviyo syncs from Lightspeed, there are also custom properties that are added to each Klaviyo profile. You can use these properties in segments and flows. Here are the built-in Klaviyo properties that are automatically synced from Lightspeed:

  • Email
  • First and Last Name
  • Company and Title
  • City
  • State/Region
  • Zip Code
  • Country

Outcome

You've integrated with Lightspeed POS and reviewed your synced data. You can now personalize and target emails based on each customer's offline purchases and activity. 

Additional resources

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