Lightspeed POS

Real-time Sales & Forecasting
Actual Labor
Mapping your Employees
Employee Sync
Sync POS Time Clocking Data

Adding the Integration

Please email with the following information:

1. The url displayed when you are logged into your Lightspeed web portal.

2. The administrator email used to login to your Lightspeed web portal.

Once we receive that information we will reach out with next steps. 

Real-time Sales & Forecasting

You can link your Lightspeed POS with 7shifts to provide accurate sales forecasting when building schedules. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor target percentage. 7shifts will also show you in real-time what your actual sales are.

To enable Lightspeed Sales & Forecasting: 

Hover over the  'More' menu > Integrations > My Integrations > Lightspeed 

Click 'Settings' beside the Location(s) that you want to enable

Click the Sales >  click the toggle to enable 'Real-time Sales & Forecasting'

Once you've activated it, it will take a few hours to start bringing in sales data. Upon completion, your Budget Tool will look like this:

The Actual Sales row will initially be empty until sales start rolling in. Once the sales numbers have been pulled in to 7shifts, they will be shown appropriately under the specific day.

Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert sales projections for you.

 Actual Labor

We integrate with Lightspeed actual labor which means your actual labor costs will be pulled into 7shifts. Once enabled, this data will be displayed on the Dashboard allowing you to compare Sales vs. Labor.

To enable Lightspeed Actual Labor: 

Hover over the  'More' menu > Integrations > My Integrations > Lightspeed

Click 'Settings' beside the Location(s) that you want to enable > Labor 

Click the toggle next to 'Actual Labor'

Click the slider button to enable your Actual Labor at the bottom right corner of your screen.

You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Lightspeed Actual Labor. Going forward, these numbers will be updated daily from Lightspeed.

Mapping Employees

You'll need to map your Employees between your POS and 7shifts to connect the Schedule Enforcement and Actual Labor features. 

1. Hover over the 'More' menu and select 'Integrations'

2. From there select  Mapping > Employees

7shifts will automatically map any Employees that already exist between your POS and 7shifts. You'll find those under the 'Mapped' heading. 

For unmapped Employees, you can either match up, ignore, or create the Employee. 

  • Match: Simply find the corresponding Employee on the list.
  • Ignore: You'll want to ignore if the Employee will never need to clock in/out (i.e. salaried employees).
  • Create: This will add the Employee to 7shifts, allowing you to start scheduling them. 
If an incorrect match was made, you can always correct the mistake by unmatching them. The employee will now be listed under 'Unmapped' and you can assign them correctly from there. 
Moving forward, you can add your new Employees to your POS or 7shifts. New employees will be mapped automatically if a match is found. 

Employee Sync

7shifts can automatically create a new employee when you add them to your POS. Streamline your employee onboarding process by eliminating the need to enter employee information twice. Employee Sync also helps ensure your employee records match in both systems, so your labor data is always up to date in 7shifts.

To use Employee Sync, you will need to have Actual Labor turned on in your integration settings.

Prior to turning on employee sync, we recommend mapping your existing employees & roles. This will ensure employees you have chosen to ignore during mapping will not be created in 7shifts and employees will be assigned the correct roles when they are created.

To enable the 'Employee Sync' setting:

  1. Hover over the 'More' menu > Integrations > My Integrations >Lightspeed
  2. Click 'Settings' beside the Location(s) that you want to enable
  3. Click Employee Data > Click the slider button to enable your Employee Sync for this location 

Once enabled, when 7shifts detects a new employee on your POS that does not match any existing records, we will automatically create the employee and send them an invite to 7shifts. 

7shifts will sync the following fields when creating an employee: first name, last name, email, and roles.

4. Any recently added employees will be tagged as NEW on your employee page so you can adjust their settings or permissions once they have been created in 7shifts.

Click here to learn more about Employee and Role Mapping.

Sync POS Time Clocking Data

If you have a POS integration that includes labor, you have the option to view your employee's time clocking entries from the POS within 7shifts. In addition, you are able to export this time clocking data to any of our payroll integrations

Click here for more information on enabling this function. 

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