Integrate Lightspeed with Klaviyo

Overview

This guide will walk you through integrating Lightspeed POS with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on each customer's offline purchases and activity. Here's some of the data we sync from Lightspeed:

  • 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

Add the Lightspeed POS Integration

Click on the Integrations tab in the left sidebar of your account. Navigate to the All Integrations tab and find Lightspeed on the list of available integrations. All integrations are in alphabetical order and you can also use the search bar.

647911On the next window that appears, you'll be able to choose whether or not you'd like to automatically subscribe new customers to a Klaviyo list. If you check this box, you will be prompted to select an existing Klaviyo list from the dropdown menu.

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After you click the blue Connect to Lightspeed button, you will be prompted to enter your Email or Username as well as the Password to your Lightspeed account.

647913After you have entered the login information to your Lightspeed account, click Sign In. Next, click Authorize Application to allow Klaviyo access to your Lightspeed data.

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You will then be taken back to your main Lightspeed integration page in Klaviyo. If the integration has been successfully added, you will see a message in green here that says Settings Updated.

Monitor the Klaviyo Sync & Verify Data

To check on your Lightspeed integration, navigate to the Metrics tab in your account.

Click on the Placed Order metric to verify that there is data populated for this metric. If there is data, all you need to do is wait until your initial Lightspeed integration sync has completed; this process can take up to a couple hours depending on how much data you have in your account.

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 in your Klaviyo account's Metrics tab, 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, go your Account Settings and navigate to Contact Information > Organization. At the bottom, you will see an area to set timezone.

Review & Understand your Lightspeed Data

Navigate to your account's main Analytics tab in the left-hand navigation sidebar. This will bring you to an area where you can view all of the metrics in your account. The metrics with a Lightspeed icon are syced from the Lightspeed integration. You can use the filter feature in the upper right-hand 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:

647915Placed 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 follow up 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 is tracked 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. 

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 in 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

Troubleshooting

Why haven't my shipments synced?

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 checking the Shipped box next to the record 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.
 
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