With the Lightspeed Yuki integration by Combidesk, orders are automatically booked as invoices in Yuki. In this guide, you will go through the installation step by step.
Table of contents
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 Yuki
In Yuki, go to Settings > Integrations > Web Services. Click the black plus icon in the top left and create a new web service. Select the correct administration and grant all permissions. Copy the API key that appears. Finally, click Save. Then enter the API key for this Yuki web service in Combidesk.
I can't find the API key
If you don't see a "Web Services" option in Yuki, you most likely don't have sufficient permissions. To manage web services, you need at least the "Backoffice" or "Management" role.
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 Yuki 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 Yuki instead of the order date?Export credit invoices
Do you want to synchronise credit invoices, and if so, do you want to export existing credit invoices?
Configure these Yuki steps:
Select administration
Select the administration to connect toMap the vat types
Map the Lightspeed vat categories on the vat types of Yuki to create sales invoicesSending costs
Enter the description of the article to book the sending costs onOther costs
Enter the description of the article to book the other costs onBook revenue
How would you like the revenue to be booked?Ledger account mapping per country
Map the countries of Lightspeed to the corresponding ledger accounts from YukiLedger account mapping
Map the vat categories of Lightspeed to the corresponding ledger accounts from YukiDefault ledger account
Select the default ledger account for products that are created in YukiDefault debtor
If you want to book your orders on a default debtor, enter the code of that default debtor hereDebtor for Point of Sale (POS) orders
Do you use Point of Sale (POS) in Lightspeed? Then you can also automatically post POS orders in Yuki. Enter the Relation Code of the debtor in Yuki to which these orders should be posted. You can find the Relation Code in Yuki via: Relations → [debtor name] → Extra tab → Relation Code. No POS debtor in Yuki yet? Click "Create debtor" to add one automatically.Payment method B2B
Select a default payment method for the invoices to commercial customers.Payment method B2C
Select a default payment method for the invoices to private customers.How do you want to handle VAT for orders to individuals in other EU countries (One-Stop Shop, OSS)?
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.
For more information, please see this Yuki article (Dutch).Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
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.