Koppel lightspeed en salesforce

Connecting Lightspeed and Salesforce for a company using both could allow sales and customer data to be exchanged between the two platforms. This could support more accurate reporting and reduce manual data entry. The integration could also help align sales processes and customer information across retail and customer relationship management functions.

Deze koppeling kun je bouwen op het System2System-platform. Wij ontwerpen de koppeling tussen lightspeed en salesforce rond jouw manier van werken — geen kant-en-klare connector, maar passend bij jouw systemen.

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Waarom lightspeed en salesforce?

A company operating both Lightspeed and Salesforce could benefit from connecting these systems, as it would allow for more consistent and efficient handling of business data. Without a connection, staff may need to enter the same information into both platforms, which increases the risk of errors and consumes additional time. This manual process could also result in records diverging between the systems, so that customer or sales data in one platform does not match what is stored in the other. As a result, decisions could be based on outdated or incomplete information, which may impact customer service and business performance. If a connection were established, the types of data that could be exchanged would depend on the core functions of each system. For example, Lightspeed is known for its retail point of sale and inventory management capabilities, while Salesforce is widely recognized for customer relationship management and sales tracking. Commonly exchanged data between systems of these types could include customer records, sales transactions, inventory updates, and order statuses. Synchronizing this information could help ensure that both sales and customer service teams are working with the most current data available, reducing the risk of miscommunication and improving overall efficiency. What can actually be exchanged depends on what each system exposes through its API, and is determined per situation.

Hoe System2System een koppeling bouwt

Connectoren

We koppelen met elk systeem via de interface die het aanbiedt — een API, een database, een bestandsuitwisseling of een webhook — inclusief authenticatie, rate limits en herhaalpogingen.

Mapping

Velden sluiten zelden één op één aan. We mappen en transformeren de gegevens zodat beide systemen ze ontvangen in de vorm die ze verwachten.

Workflow

We bepalen wat een uitwisseling in gang zet, welke kant de gegevens op gaan en welk systeem voorrang heeft als de twee van elkaar afwijken.

Monitoring

Elke uitwisseling wordt gelogd. Fouten worden gemeld en kunnen opnieuw worden aangeboden, zodat er niets ongemerkt verdwijnt.

Welke gegevens zijn daadwerkelijk uit te wisselen?

Dat hangt af van wat lightspeed en salesforce make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We kijken graag naar jouw specifieke situatie en vertellen je wat haalbaar is — ook als het antwoord is dat het niet kan.