To upload data into Clientbook, you will first need to export your customer and product data from Lightspeed Series R. This guide will walk you through the process step by step. For more details, visit the Lightspeed Help Center.
Exporting Customer Data
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Navigate to the Customers Section
From the main menu, click Customers > Customers. -
Refine Your Customer List (Optional)
Use the available fields and filters to narrow down your list of customers, if needed. Once set, click Search to apply the filters. -
Export Your Data
In the top-right corner of your search results, click Export. -
Download Your CSV File
A CSV file containing your customer data will be automatically downloaded to your computer. Save this file in a location where you can easily access it for upload into Clientbook.
Exporting Product Data
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Navigate to the Inventory Section
From the main menu, click Inventory > Item Search. -
Refine Your Product List (Optional)
Apply filters to include specific items in your export. This helps narrow down the data to only what you need. -
Export Your Data
In the top-right corner of your search results, click Export. -
Download Your CSV File
A CSV file containing your product data will be automatically downloaded to your computer. Save this file in a location where you can easily access it for upload into Clientbook.
By following these steps, you can quickly export customer and product data from Lightspeed Series R. Once you have your CSV files, you’re ready to upload them into Clientbook for seamless integration. If you encounter any issues, consult Lightspeed’s support resources or reach out to their support team for assistance. For further help, visit the Lightspeed Help Center.
For instructions on uploading your data to Clientbook, please refer to How to Upload External Data Into Clientbook or contact our Support team for help at (385) 352-3518