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Migrating from Retail POS (R-Series) to Retail POS (X-Series)

R-To-X-Migration-Header.pngMigrating from Retail POS (R-Series) to Retail POS (X-Series)? We're here to walk you through it, every step of the way!

Use the guide below to learn how to set up your new Retail POS (X-Series) account and if you need some extra help, our Retail Support team is only a message away.


Set up your Retail POS (X-Series) account

Before we start migrating, let's get a few important settings configured on your new Retail POS (X-Series) account:

Setup-Article-Checkbox.png Set up your outlets (locations) and registers.

Setup-Article-Checkbox.png Create your users (employees). These user roles allow you to set levels of access for different staff members.

Setup-Article-Checkbox.png Set up your receipt template to print the details you desire.

Setup-Article-Checkbox.png Create and assign tax rates to meet local requirements.


Confirm hardware compatibility and set up hardware

We understand that you'll be eager to bring over your existing hardware; below you can confirm compatibility and set up the hardware you already have, and if necessary, order any new hardware required:

Setup-Article-Checkbox.png Check the Supported Hardware guide to confirm if your current hardware (receipt printer, barcode scanner, etc) is compatible with Retail POS (X-Series). Setup instructions are also included.

Setup-Article-Checkbox.png For any hardware that is not supported, order new hardware from your local suppliers.


Set up your payments

Lightspeed Payments

Setup-Article-Checkbox.png Already using Lightspeed Payments? Visit the Lightspeed Payments section of the Help Center to find setup steps for your device. You’ll also find guides on how to configure your optional settings, make a sale, handle refunds, run reports, and understand how you get paid.

Setup-Article-Checkbox.png If you're not currently signed up for Lightspeed Payments, you can learn more here.

Other payment options

Setup-Article-Checkbox.png Integrated payments save time by linking Retail POS to your payment terminal and third-party payment services. Contact us here to discuss the best integrated payment option for you.

Setup-Article-Checkbox.png Non-integrated payments are manually processed. These require you to type the payment amount into the payment terminal, then enter the payment in Retail POS to confirm the payment is accepted. We strongly recommend using integrated payments where possible.


Export your Retail POS (R-Series) data

Make the most of your existing Retail POS (R-Series) product data and customer information by exporting and formatting it to be re-imported into Retail POS (X-Series):

Setup-Article-Checkbox.png Export your Retail POS (R-Series) product data as a CSV file.

Setup-Article-Checkbox.png Export your Retail POS (R-Series) customer information as a CSV file.

Setup-Article-Checkbox.png Format your Retail POS (R-Series) product data for Retail POS (X-Series).

Setup-Article-Checkbox.png Format your Retail POS (R-Series) customers for Retail POS (X-Series).


Import your Retail POS (R-Series) data into Retail POS (X-Series)

After exporting and formatting your Retail POS (R-Series) product data and customer information, you can quickly import it into Retail POS (X-Series) using our helpful import tool:

Setup-Article-Checkbox.png Import your Retail POS (R-Series) product data into Retail POS (X-Series)

Setup-Article-Checkbox.png Import your Retail POS (R-Series) customers into Retail POS (X-Series).


Explore your new Retail POS (X-Series) account

Now that your account is configured, your hardware setup, and imported your newly formatted Retail POS (R-Series) data, you can get to know your new Retail POS (X-Series) account! 

Setup-Article-Checkbox.png Use training mode on desktop to get more familiar with X-Series functionality without affecting any of your store data. This is a great feature for training staff and creating internal workflows as sales processed in training mode are not recorded.

  • Tip: You also have the option to enable or disable tutorial mode by clicking on the switch next to Enable tutorial. When this is active, prompts will appear to take you through the selling process.

Setup-Article-Checkbox.png Discover the differences between Retail POS (R-Series) and Retail POS (X-Series) and share these with your staff:


Go live with Retail POS (X-Series)

Great work, your Retail POS (X-Series) account is nearly equipped to go live. All that is left to do is wrap up your training, add the last of your data, and get selling!

Setup-Article-Checkbox.png Ensure training mode is disabled.

Setup-Article-Checkbox.png Export your Retail POS (R-Series) gift card balances and import them into Retail POS (X-Series).

Setup-Article-Checkbox.png Export product inventory (quantity on hand) from Retail POS (R-Series) and add the inventory to Retail POS (X-Series).

Setup-Article-Checkbox.png Go live and start selling!

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