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      Export Transaction & Customer Data from Lightspeed

      Step-by-step instructions for data export from Lightspeed when transitioning to Workstand POS.

      Export Recommendations Export All Transactions Report
      Export Customer List Export Work Orders
      Export Daily Sales Totals Report Export Serial Numbers
      Export All Sales Report Export Gift Card Numbers & Balances
      Export All Sales Lines Report Frequently Asked Questions

      Export Recommendations

      • This is a small segment of the data that can be exported from Lightspeed and some of this data can be imported into Workstand.
      • We recommend downloading any additional reports that may be useful for accounting, records, and sales/marketing purposes, including the following:

      Export Customer List

      • Exporting your customers from your existing POS and importing that data into Workstand helps you smoothly migrate to the new POS.
      • This lets you retain and access customer contact information, helping to sell and market to your existing customers.
      • Customer name, email, phone, and whether they're opted-in to email can all be imported into Workstand.
      • The Lightspeed export is titled customer_listings_customers and includes the following columns:

       Customer ID | Type | Discount | Tax | First Name | Last Name | DOB | Title | Company | Created At | Address1 | Address2 | City | State | ZIP | Country | Home | Work | Fax | Pager | Mobile | Email | Custom | Website | Email2 | No Email | No Phone | No Mail | Note

        • Click on "Customers" in the left-side navigation in Lightspeed.
        • Click on the "Customers" tile.
        • Click "Export".
      • Visit our article on Customers for help importing customer records to Workstand.

      Export Daily Sales Totals Report

      • Export a report of your sales totals for each day of the selected period.
      • The Lightspeed export is titled reports_sales_charts_sales and includes the following columns:

      Date | Sales Count | Subtotal | Discounts | Total | Cost | Profit | Margin

        • Click on "Reports" in the left-side navigation in Lightspeed.
        • Under the "Sales & Refunds" heading click on "Sales Over Time".
        • Set your desired date range.
        • Leave "Total", "Day", and "Sum" selected.
        • Click"Advanced", and make sure all employees, tax classes, locations, registers, and customer types are included.
          • Alternatively export separate exports for each location.
        • Click "Search". 
        • When the results load, click "Export".

      Export All Sales Report

      • Export a report of each sale during a period.
      • The Lightspeed export is titled reports_sales_listings_transactions and includes the following columns:

      ID | Subtotal | Fees | Discounts | Tax | Total Tax | Total | Tips | Cost | Profit | Margin | Date | Customer | Source

        • Click on "Reports" in the left-side navigation in Lightspeed.
        • Under the "Sales & Refunds" heading click on "Totals".
        • Set your desired date range.
        • Click"Advanced" and make sure all employees, tax classes, registers, and customer types are included.
        • Click"Search". 
        • When the results load, click "Export".

      Export All Sales Lines Report

      • Export a list of every sale line item over whatever period you choose.
        • We recommend the past three calendar years.
      • The Lightspeed export is titled reports_sales_listings_transaction_line and includes the following columns:

      ID | Date | Description | Qty | Retail | Subtotal | Discount | Tax | Customer | Source

        • Click on "Reports" in the left-side navigation in Lightspeed.
        • Under the "Sales & Refunds" heading click on "Lines".
        • Set your desired date range.
        • Click "Advanced" and make sure all categories, brands, both Items and Charges, all employees, tax classes, price rules, locations, registers, and line types are included.
        • Click "Search". 
        • When the results load, click "Export".

      Export All Transactions Report

      • Export a report of all payment lines including refunds and voids.
      • The Lightspeed export is titled reports_sales_listings_raw_transactions and includes the following columns:

      ID | Completed | Cancelled | Voided | Total | Date | Register | Shop | Employee | Customer | Source

        • Click on "Reports" in the left-side navigation in Lightspeed.
        • Under the "Other Transaction" heading click on "All Transactions".
        • Set your desired date range.
        • Click "Advanced" and make sure all "All Employees", "All Registers", and "All Locations" are selected.
        • Click "Search". 
        • When the results load, click "Export".

      Export Work Orders

      • Export a report of all your work orders.
        • This report will include customer information, work order status, a description of the bike, and the serial number if applicable.
      • The Lightspeed export is titled workbench_listings_workorders and includes the following columns:

      ID | Customer | Item | Hook In, Out | Shop | Status | Date In | Due On | Days Overdue | Tasks | Hours | Total

        • Click on "Service" in the left-side navigation in Lightspeed.
        • Click on the "Work Orders" tile.
        • Set the date range so that all of your work orders are included.
        • Make sure the "Advanced" search options are visible.
        • Select "Show Archived" if you wish to export archived work orders.
        • Set "Employee" to "All Employees".
        • Set "Show Status" to "[Show All]".
        • Set "Hide Status" to "None".
        • Set "Shop" to"All Shops".
          • Alternately, create separate exports for each location.
        • Click "Search".
        • When the results load, click "Export".
      • Work order and sale receipt notes are not exported.
      • Work order internal notes (if enabled) are included on the report of all Sales Lines in the column Work Order Internal Note.
      • This same report will include all of the lines on these work orders.
      • Serial numbers are included in this report if a customer has a serialized item saved to their customer record in Lightspeed, and if this product was selected from the Customer Item dropdown when the work order was created.
      • Please see our article on Work Orders for help managing service in Workstand POS.

      Export Serial Numbers

      • Export a list of every serialized item, each serial number entered, and customer information if the serialized item is on a sale or work order.
      • The Lightspeed export is titled item_listings_item_serial_search and includes the following columns:

      Item | Qty. | Color | Size | Serial | Customer | Sale ID

        • Click on "Inventory" in the left-side navigation in Lightspeed.
        • Click on the "Serial Numbers" tile.
        • Click "Export".

      Export Gift Card Numbers & Balances

      • Export a list of gift cards, with the number and current balance.
      • These cannot be imported into Workstand but should be kept for your reference.
      • You will want to update the balances in this report as customers redeem their gift cards.
      • Gift cards can be redeemed by adding the balance the customer wants to redeem to their Store Credit.
      • Gift Card can also be added as a custom in-store payment type if you find that you are redeeming these older cards frequently.
      • The Lightspeed export is titled gift_card_export and includes the following columns:

      Code | Created at | Last used | Balance | Status | Customer ID | Customer source | Location ID | Last recipient email

        • Click on "Customers" in the left-side navigation in Lightspeed".
        • Click on the "Gift Cards" tile.
        • Click "Export".

      Frequently Asked Questions

      Can I import customer transaction history into Workstand?

      • No.
      • We recommend exporting all transactions and sales you may need access to from Lightspeed and saving this information for future reference.

      Can I import work orders from Lightspeed into Workstand?

      • No.
      • Sales and work orders are formatted differently between the two systems, and cannot be imported into Workstand.
      • We recommend exporting all work orders you may need access to from Lightspeed and saving this sheet for future reference.

      Can I import customer products and serial numbers into Workstand?

      • No.
      • We recommend exporting serial number information from your existing POS and saving it for your reference.
      • Workstand does not yet support serialized products, so when you sell a serialized product we recommend adding a custom line item to the sale with the serial number in the name.
        • This will save the serial number to the customer's sales record and allow you to print or email a receipt that includes the serial number.

      Can I import gift card numbers and balances into Workstand?

      • No.
      • Workstand does not support gift cards at this time.
      • We recommend exporting and saving your gift card numbers and balances from Lightspeed.
      • Redeeming gift cards can be handled by issuing store credit and then using that to complete payment.
      • You will want to track any gift card redemptions in the sheet of exported balances.