INSIGHT | Sync Lightspeed POS and Salesforce

 

 

⚡️Electrify Your Workflow

The fastest and most secure way to get data from Lightspeed POS to Salesforce

 


 

What is INSIGHT?

INSIGHT simplifies your workflow by connecting Lightspeed POS to Salesforce (both Classic and Lightning). It allows you to seamlessly input or update data in one platform and see it reflected in the other. Synchronization is two-way, allowing you to make changes in whichever platform you want and see the updated information immediately in the other platform.

INSIGHT comes with robust features that we are continuing to expand on to provide your business with an indispensable tool. Insight can also be customized to meet your exact needs.

Accounts added in either Lightspeed POS or Salesforce will be created in the other platform. Contact details such as name, address, phone number, etc. that are changed in one will also sync to the other.

INSIGHT uses advanced technology to prevent the creation of duplicate accounts. Information within accounts is compared to avoid duplicate contacts and/or other information.

 

INSIGHT syncs the following fields:

Business Information
First Name Last Name Date of Birth
Mailing Address Line 1 Mailing Address Line 2 City
State Zip Code Country
Email Phone Mobile Phone
Fax Other Phone Website
Mail Opt Out Email Opt-Out Do Not Call
Fax Other Phone Website
Customer Information
First Name Last Name Date of Birth
Mailing Address Line 1 Mailing Address Line 2 City
State Zip Code Country
Email Phone Mobile Phone
Fax Other Phone Mail Opt Out
Email Opt-Out Do Not Call  
Product, Orders, & Quotes 
Product Name & Description SKU Number Price
Customer ID Order Date Reference Number
Employee ID Employee First Name Employee Last Name
Opportunity Amount Order Description Ship-To ID
Unit Price Order Item Order Quantity
Email Opt-Out Do Not Call  

*Support for additional fields can be customized to meet your needs.

 


 

Configuration Options   
 
INSIGHT allows users to configure what they would like to synchronize between Lightspeed POS and Salesforce so if there's anything you don't want synchronized, it won't be. Configuration Options Image
 
Conflicts  
 
Conflict Resolution Image If data is input differently in each system then it is flagged for closer review. Once the correct information is selected, both systems will reflect the updated info.
 
Data Sync   
 
Automatic data sync between Salesforce and Lightspeed
INSIGHT 3.0 sync with Lightspeed and Salesforce.com