With the Lightspeed Moneybird integration by Combidesk, orders are automatically booked as invoices in Moneybird. In this guide, you will go through the installation step by step.
1. Connect to Lightspeed
Log in to your Lightspeed eCom (C-Series) environment.
Go to 'Apps' in the menu.
Search for 'Combidesk' using the search bar at the top.
You will see all available Combidesk apps. Select the app you want to install.
Click the green 'Install App' button in the top right corner.
2. Connect to Moneybird
To connect to Moneybird, click the "Connect your.." button:
If you're not logged on to Moneybird, you'll see this login screen:
After logging in with a user account with sufficient rights, you will see the screen where you can give the app access to your administration:
Here, select the relevant administration and click "Toestaan." Combidesk will now have access to the data in your administration via the Moneybird API.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Lightspeed steps:
Export existing orders
If you want to export existing orders, choose the start date here.Select order statuses
Select the statuses at which an order should be synchronised. Make sure the order is no longer edited. More details can be found in this article.
Beware: if all completed orders should be included in the sync, select all three "Completed .." statuses.Select payment statuses
Which Lightspeed payment statuses should be included? Selecting at least "Paid" is recommended.Use invoice number
Do you want to use the invoice number of the first invoice of the order from Lightspeed in Moneybird instead of the order number?Use invoice date
Do you want to use the invoice date of the first invoice of the order from Lightspeed in Moneybird instead of the order date?Export products
If you want to export your product catalogue, choose the start time here.Export credit invoices
Do you want to synchronise credit invoices, and if so, do you want to export existing credit invoices?
Configure these Moneybird steps:
Select a ledger account
This ledger account is used when creating the invoiceInsert orders as
Specify how the orders should be inserted into Moneybird.Select an invoice profile
This profile is used creating the sales invoiceSelect the product ledger account
This ledger account is used when creating the productRegister payment
Do paid invoices have to be registered as 'paid' in Moneybird (note that they have to be marked as 'sent' too in that case)?
Choose 'Yes' if you use a PSP and want automatic reconciliation.Desired invoice status, and preference for sending the invoice
Indicate what status the sales invoice should have in Moneybird. You can also choose to have Moneybird send the invoice. In that case, the standard shipping method for the Moneybird contact will be applied.
Note! We only do the actual sending for invoices that are not part of the initial export of invoices.Select workflow
This workflow will be added to the sales invoicesAdd product numbers to invoice lines
Should product numbers be added to the invoice lines?How do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
Make sure you webshop configuration aligns with this choice!
For more information, please see this Moneybird article (Dutch).Default debtor
Enter the customer number of the contact in Moneybird on which all orders should be booked. You can find this number in Moneybird under Contacts → click the desired contact → the customer number is shown in the top left of the contact page. This means the integration will not create new contacts in your Moneybird administration.
Don't have a default debtor yet? Click the button below to create one automatically.Select a ledger account for shipping costs
This ledger account is used for the shipping costs invoice line when creating the invoice
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.