LS Integration - Sharing Customer Data

The Lightspeed integration with BRM enables seamless data sharing between the two systems. Specifically, it syncs the following key information:

• Transactions: Sales and purchase data are shared to keep records accurate across platforms.

• Customers: Customer profiles and related details are synced to ensure a unified experience.
  
  

For a visual overview of how this integration works, refer to the diagram below.

BRM/RSM clients are linked to reservations. Lightspeed customers are linked to transactions.

If you store a Lightspeed customer ID with a BRM/RSM client, the two will be connected.

(This link is automatically created for you during our integration.)

Normally, you will start your rentals in Lightspeed.

For example, if you want to create a rental for an existing customer in your Lightspeed database:

1. Create a new sale and add the customer to the sale.

2. Add the rental products.

3. Press your BRM button.

1. When you access BRM, you’ll see that the customer has been automatically imported into the system:
   
   2. The information then returns to Lightspeed, with the rental added:
   
   
   

Once you close the sale in Lightspeed, the transaction will automatically update BRM with all relevant details. The customer imported into BRM will also have the Lightspeed customer ID assigned, ensuring they remain linked.

Note: You can still integrate in the opposite direction, from BRM to Lightspeed.

Here’s how that works:

1. Create the reservation in BRM (including the customer record).

2. Add the transaction in BRM, which is sent to Lightspeed, and create a new customer record in Lightspeed.

3. We then update the new BRM customer with the Lightspeed customer ID.
   
   

Any subsequent transactions for that reservation/client will automatically be linked to the same Lightspeed customer.

See Also

error LSI004 - invalid foreign keys for customer