Throughout the day, spot-check that any additions or changes you make sync correctly to the appropriate system.
Steps to Validate System Integration:
Client creation or update:
Verify that a new client entered into Vital appears in Lightspeed.
Verify that client details updated in LightSpeed appear in Vital.
Verify that a new client entered into LightSpeed appears in Vital.
Verify that client details updated in Vital appear in LightSpeed.
Product creation or update:
Verify that a new product added in LightSpeed appears in Vital.
Verify that a product change of name or price appears in Vital.
Sales:
Verify that any on account invoice created in LightSpeed syncs instantly to Xero.
Verify that a register close invoice and payments apply syncs to Xero, and align with the Sales figures and payments received for the day in LightSpeed.
Stock Adjustment:
Verify that upon register closure a COGS invoice syncs to Xero, and correctly updates COG accounts.
Keep in mind:
Vital, Lightspeed, and Xero are linked, but most information flows one way, from source to destination.
Some flows are two-way, allowing data to travel back and forth, keeping both systems updated.
For more information, please refer to the Integrations Overview.
By regularly spot-checking, you can ensure that all systems are correctly synced and up-to-date during the go-live period.
