Switching From Lightspeed Onsite to Shopify POS

As Lightspeed Onsite enters the very late stages of its effective life (support ending March 31 2021), many merchants are scrambling to find a replacement point of sale software. For many, they have turned to Shopify POS, a sleek, cloud based POS that is perfect for retail operations of any size. On top of the ease of use and POS specific features, the software also integrates seamlessly with Shopify’s more well known ecommerce platform, which in 2021 is a must have. Having simultaneous control over your in-store, and online operations in the palm of your hands is worth making the switch from the physical server based Lightspeed alone. 

While the decision to make the change is relatively easy, and in this case, mandatory, the execution is posing a challenge for many. The time and expertise it takes to accurately migrate all of the product and inventory data as well as the extremely valuable customer information is proving to be a roadblock. 

Cloud POS takes the guesswork out of the migration from Lightspeed Onsite to Shopify POS. Below is an outline of the process we have created to get you from lightspeed onsite, to Shopify POS without any interruption to the day to day operations of your business. As well as training to make sure moving forward is easy. 

Full Shopify POS Migration Process

1. Understand client business
2. Understand client goals for Shopify POS/Shopify eCom
3. Initial review of product/customer data
4. Create estimated timeline

1. Create Shopify account (if not already created)
2. Creating staff account with collaborator access (to be used by CloudPOS team)
1. Data Review 
1. Client shares data 
2. CloudPOS team works with client to understand data and business practices relating to data (i.e. SKU vs. Product ID)

1. Data converted to be Shopify compliant
2. Data is imported into Shopify 
3. Address errors (i.e. data inconsistencies) if necessary
4. Re-import data if necessary
5. Receive confirmation from client that data import is correct

1. Barcode scanning training & testing
2. Training on tagging methods
3. Basic back end operation training is provided 
4. Test transactions processed

1. A menu outline is created for the client facing portion of the Shopify store
2. Provide best practices based on menu outline design
3. Training on tagging methods
4. Collections are created in back end of site
5. Collection permissions set to ensure product placement is accurate
6. Menu creation is completed
7. Site design is complete**
8. Online transactions tested
9. Basic site operation training is provided