How do I get my inventory imported?

Importing inventory and customer data

How TO Import Data

To make transitioning to LightSpeed Cloud easier, you can import your inventory and customer data from a pre-existing database.

To import your inventory and/or customer data to LightSpeed Cloud, you must:

  1. Prepare a separate spreadsheet for your inventory and customer data based on the LightSpeed Cloud requirements.
  2. Send the properly formatted spreadsheet to LightSpeed Support for importing into your LightSpeed Cloud account.

1. PREPARE YOUR SPREADSHEET

To avoid a failed import or having to manually correct the data in your system, you must follow the spreadsheet preparation procedure outlined in this section. LightSpeed supports the following file formats for importing:

  • .csv
  • .txt
  • .xls
  • .xlsx
  1. Export your current inventory/customer data from your previous POS software to a spreadsheet software file, such as Microsoft Excel.
  2. Create a backup of your original export file. The backup file is a precaution against any errors, and can also be used as a reference for verifying your data.
  3. In your spreadsheet file, rename the column headings so that they match the LightSpeed Cloud system fields. See the Data Fields section below for the inventory and customer fields used in LightSpeed Cloud, and for example import spreadsheet files.
  4. Review your spreadsheet data and fix any formatting or data errors as detailed in the “Data Verification” section below.

2. SEND THE SPREADSHEET TO LIGHTSPEED SUPPORT

Once you’ve prepared and verified your import spreadsheet file, email the file to our Support team at the email address that pertains to you:

Important: Licensed users are entitled to one free import per calendar quarter. Additional imports within the same calendar quarter are subject to an import fee.

Note: Data import can take up to 3 business days to complete. If we have to edit your data in any way, we will send the file back to you for your approval. If your file is not formatted correctly, it will delay your import.

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