Clientbook offers a variety of point-of-sale (POS) integrations to keep your data in sync and your workflows running smoothly. These integrations automatically bring your client records, products, sales history, and more into Clientbook so you can focus on building relationships with your customers.
Admins can find a list of available integrations by logging into the web dashboard, going to Setup, and clicking on Integrations.
How Integrations Connect
Some point-of-sale integrations run through one of our partners BIG (Buyers Intelligence Group), while others connect directly to Clientbook.
BIG integrations are managed by BIG, who collects data from your point-of-sale system and sends it to Clientbook on your behalf. If your integration goes through BIG, your setup and data syncing is handled through their system.
Direct integrations connect your point-of-sale system straight to Clientbook without a middleman. Some direct integrations can be set up right from the Integrations page in your Clientbook dashboard, while others require coordination with our support team.
Understanding Data Flow
Each integration has a specific data flow direction that determines how information moves between your POS and Clientbook.
One-way integrations send data from your point-of-sale system into Clientbook. Changes you make inside your POS will appear in Clientbook, but edits made in Clientbook will not sync back to your POS.
Bi-directional integrations allow data to flow both ways. Updates made in either system will be reflected in the other, keeping both platforms in sync.
What Data Gets Synced
Not every integration syncs the same data points. The chart below outlines which data is available for each integration. Here is what each column means:
Client List: "Full client list" means all of your client profiles from your POS are imported into Clientbook. "Partial client list" includes only clients with transactions in the last five years. If a client has not made a purchase in over five years, they will not appear in Clientbook, but they will be added automatically if they make a new transaction.
Spouse Links: If supported, spouse profiles from your POS will be imported into Clientbook and automatically linked as spouses.
Birthday and Anniversary: When supported, these dates from your POS will be imported into Clientbook client profiles.
Products and Product Images: Product details (and images, where available) from your POS will be imported into Clientbook.
Sales Transactions: When listed as "5 years," Clientbook can import up to five years of your sales history from your POS. Some integrations have limits on how much history can be imported, but all integrations will continue syncing new sales going forward.
Repair/Service Transactions: Not all integrations support importing repair or service transactions. When supported, these will be included alongside your sales history.
Wishlists/Collections: When supported, product collections or wishlists from client profiles in your POS will be imported into Clientbook and accessible through each client's profile.
How Often Does Data Sync?
The timing of data syncs varies depending on your integration type.
For most integrations, client and product data syncs regularly throughout the day. Sales transactions for certain POS integrations are processed twice daily to ensure data accuracy and system stability. This means sales may appear in Clientbook the following day rather than immediately.
For more details on how this works and which integrations are affected, see
POS Integration Data Sync Changes.
Integration-Specific Resources
Looking for setup instructions or troubleshooting help for your specific POS? Check out these articles:
Lightspeed: If Clientbook seems to be missing data from your Lightspeed account, you may need to re-authenticate your connection. See
Lightspeed Reauthentication Guide for step-by-step instructions.
Shopify: For a walkthrough of connecting your Shopify account to Clientbook, see
The Edge: For help with Edge integration troubleshooting, including verifying your Edge version, checking for blocked sync, and running test transactions, see
Troubleshooting Your Edge and Clientbook Integration
Clientbook + Edge Integration - Identify Your Edge Server Computer (Edge SQL)
Edge Integration: Review Requests and Repair Notification Setup
Edge Integration: Set Up Process
Product Recommendations: If you use product recommendations powered by your POS data, see
How Product Recommendations Work for setup details specific to your POS.
Vendor Integrations: If your store carries participating vendors and you have a POS integration, you may be eligible for the Vendor Integration Program. See
Vendor Integration FAQs for details.
Frequently Asked Questions
Which POS systems does Clientbook integrate with?
Clientbook integrates with a wide range of point-of-sale systems, including The Edge, Lightspeed, Shopify, Rain, Jewel360, Logicmate, KWI, Like Sew, Music Shop 360, and others through our BIG partnership. See the chart above for the full list. If your POS is not listed and you would like to know whether an integration is available, contact our support team.
How do I set up my POS integration?
The setup process depends on which POS you use. Some integrations (like Lightspeed and Shopify) can be configured directly from the Integrations page in your Clientbook dashboard. Others require coordination with our team or your POS provider. If you are unsure where to start, reach out to your Client Success Manager or our support team and we will walk you through it.
Why is some of my data not showing up in Clientbook?
There are a few common reasons data might not appear right away. Your integration may still be completing its initial sync, your data sync timing may mean the information has not transferred yet, or there could be a connection issue between your POS and Clientbook. For troubleshooting help, contact our support team with specific examples of what is missing.
Can I switch from one POS to another without losing my data?
Yes. Clientbook has a POS migration process designed to help you transition from one point-of-sale system to another while minimizing data loss. Our support team will guide you through the necessary steps, including updating client records, clearing out old product data, and restoring your information from the new system. Contact us if you are planning a POS migration and we will make sure the transition goes smoothly.
See this article on the process: Data Migration Process for Point of Sale Change
Why do my sales appear in Clientbook the next day instead of immediately?
To improve system stability, sales transactions from certain POS integrations are processed twice daily rather than in real time. This means sales will typically appear in your Sales Log and Sales Report the following day. Client and product data still syncs throughout the day. For more details, see POS Integration Data Sync Changes.
Does my integration affect how sales triggers work?
Yes. Because sales data may sync with a short delay depending on your integration type, sales triggers set to go off "0 days after the sale occurs" may not fire until the next day when the transaction is processed. This is normal and expected behavior for affected integrations. You can learn more about configuring sales triggers in the Sales Triggers section of our knowledge base.