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Finding Shopify orders and refunds -
Creating
and
Assigning Customer Types
This provides a handy tool for sorting
and
grouping Customers, managing Discounts,
and
managing Taxes… If desired, you can add an existing Tax Category
and
/or Discount to their respective columns
and
these… Customer Types in Lightspeed Retail are a group of tax
and
discount settings
Data Tools - Matrix Ecommerce Fields
and
Tags
Please refer to Updating Matrix Fields for detailed steps for importing
and
updating Matrices… Review Important Details
and
Best Practices before preparing an import or importing data
Data Tools - Important Details
and
Best Practices
Our team has put together some tips
and
important reminders to protect your data
and
time… All columns
and
headers from the template must be intact… Archived data cannot be updated via the API
and
will result in a duplicate
Data Tools - Item Ecommerce Fields
and
Tags
Please refer to Updating Item Fields for detailed steps for importing
and
updating Items… Review Important Details
and
Best Practices before preparing an import or importing data
Data Tools - Updating Matrix Fields
Where to
find
the Matrix Import tool in Data Tools… Where to
find
the Matrix ID in Lightspeed when viewing a Matrix… Review Important Details
and
Best Practices before preparing an import or importing data
Data Tools - Updating Item Fields
Where to
find
the Item Import tool in Data Tools… Review Important Details
and
Best Practices before preparing an import or importing data… All columns
and
headers must be intact
Data Tools - Accessing The App
In older plans Data Tools was an add-on
and
may not be including in your plan… If you received an invite to create an account use the company username
and
password you created… Otherwise you were emailed a username
and
password after signing up
DataTools - Importing New Items
You will need to cut
and
paste your data into the correct columns
and
setup item matrices for those items… Weight Ecommerce
and
Shipping 9. Length Ecommerce
and
Shipping 10… Width Ecommerce
and
Shipping 11. Height Ecommerce
and
Shipping
Importing/Updating Matrix Pricing Levels
Once the template has been set up
and
saved as CSV, login to accumula.com
and
go to Apps>Data Tools
and
… We recommend first running an export of Matrix Pricing Level data
and
editing this data for import… Each update file requires only the Description
and
one column to update
Updating Data for Matrix Group Items
Once the template has been set up
and
saved as CSV, login to accumula.com
and
go to Apps>Data Tools
and
… In this case, all other fields (besides Matching field
and
Description) must be left blank
and
Do Not… Retail database.Lightspeed Retail does not have a backup function so be sure to run an Item Export
and