Lightspeed X-Series - Customer Sync User Guide

Table of Contents

Customer Sync

Requirements:

• For syncing between Lightspeed X-Series and NetSuite, you can set certain parameters and conditions for what can (and cannot) sync, per your needs. These parameters can be configured under Setup > Lightspeed X-Series > Mappings & Parameters.

Triggers

There are three ways to sync customers to Lightspeed X-Series:

1. Edit & Save

• When the setting ‘Sync Customers to Vend’ on Create/Edit is enabled, edit and saving a customer should trigger a sync to Lightspeed X-Series.

2. Send to Vend on Record

• Click the 'Send to Vend' Button on the Customer record.

  

3. Mass Update

• Custom Mass updates will trigger the sending of bulk customer lists to Lightspeed X-Series.

  • Configuring this option can be found under Lists > Mass Update > Mass Updates

    

  • Click on the ‘Custom Updates’ submenu.

    

  • Choose 'Lightspeed X-Series - Send Customers to LS' Mass Update.

    1. For tips on how to filter the customers for the Mass Updates, please visit the Mass Update Customers page.