How to connect VoucherCart to Lightspeed

Prior to connecting Lightspeed POS K-Series, VoucherCart requires that you create a 'Payment Method' and an 'Item' for use with the VoucherCart integration.

To create a new payment method in your Lightspeed POS, navigate to your Lightspeed Back Office and select Payment > Payment methods. Then click 'Add payment method'

For payment method type select Other payment method. For the Code and Name of the payment method this is up to you, although we recommend picking something specific for the VoucherCart integration as this payment method will be displayed to the customer on their receipt when a gift voucher is redeemed in addition to showing in your sales reports.

For more information about adding and editing payment methods you can find the Lightspeed help article here - Adding and editing payment methods

To create a new Item in Lightspeed navigate to your Lightspeed Back Office and select Menu > Item list. Then click Create > Single Item.

Item name: The Item name can be anything as the name is customised in real-time by the integration based on the name of gift voucher sold.

Price: The price type MUST be 'Manually-entered price' for the integration to recognise the item during setup.

The next step is to add a Statistics Group to your gift voucher item. This enables detailed tracking of gift voucher sales and helps your accounting team easily distinguish regular product sales from gift voucher sales.

To add a statistics group to your item, under the Reporting tab click Manage statistics group.

Then select a Category and a Tag, if none exist then you can simply type a new one in the field to create it. We use Category: Gift Cards with Tag: Gift Card Sales, but the naming is entirely up to you.

For more information about creating and editing items you can find the Lightspeed help article here - Creating and editing items

For more information about statistics categories you can find the Lightspeed help article here - Understanding statistics categories

1. Navigate to the 'Integrations' page on the main navigation inside your VoucherCart dashboard and click 'Connect' against 'Lightspeed POS (K-Series)'. Then click 'Connect Integration'.

2. You will then be asked to log in to your Lightspeed Account, click 'Login with SSO'

3. You may also be asked to confirm OAuth Approval, this is to allow the VoucherCart Gift Voucher App to interact with your Lightspeed POS. Permissions for the following is required:

Please click 'Authorize'. You will be redirected back to your VoucherCart account to complete setup.

4. Select the Lightspeed Business you want to connect to VoucherCart.

5. Now select the Business Location.

6. Select the VoucherCart Redeem location that you want to associate with this Business and Business Location (these are the redeem locations you have configured in your dashboard under Settings - Redeem Locations)

7. Select the payment method to be used when a gift voucher product is redeemed by the customer. NB: This will be the payment method that appears on the customers receipt.

8. Select the item that will be used when a gift voucher product is sold through the VoucherCart app on the Lightspeed POS. This is the Item you have just created specifically for this purpose as above. Remember, the name will be customised in real-time based on the gift voucher product sold in the app.

9. When you have finished click 'Save'.

10. Your Lightspeed Business and Location will now be connected to VoucherCart. If you wish to add another location simply click 'Add Location' and follow the same steps as above.

We recommend you keep this window open as you will need it in the next steps.

Now that you have connected and configured Lightspeed to VoucherCart the last step is to configure the web extension. A web extension is a URL that can be linked to a button on your POS menu.

You will need the information provided from your Lightspeed configuration as pictured below. If you have closed the VoucherCart dashboard, log back into your VoucherCart account and select 'Integrations' from the navigation menu and click 'Details' next to Lightspeed.

Navigate to your Lightspeed Back Office and select Operations > Web extensions

1. Click 'Create web extension'

2. Name: Give the web extension a name, this name will be displayed on the POS to open the VoucherCart app so we recommend a name like 'VoucherCart' or 'VoucherCart Voucher & Gift Cards'

3. URL: Copy and paste the Web Extension URL from your VoucherCart Lightspeed Integration page.

4. Ensure 'Provide a JavaScript context to the loaded page' is checked

5. User name: Copy and paste the User name from your VoucherCart Lightspeed Integration page.

6. Password: Copy and paste the Password from your VoucherCart Lightspeed Integration page.

7. Click 'Save' to finish.

1. Navigate to your Lightspeed Back Office and select Menu > Menu Management.

From here select the Menu you wish to add the VoucherCart app button to.

2. Click Add button > Web extension.

3. Check the VoucherCart web extension you just created from the list of web extensions.

4. Click the Add button.

You can now configure the button further if you wish. For more information about managing menus and buttons you can find the Lightspeed help article here - Managing menus.

Finally, update and reload your devices for the menu changes to take effect.