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POS Integration ​

Integrate your Point of Sale system with the Batch platform to sync products, inventory, sales, and customer data.

Overview ​

Connect your retail POS to create a seamless experience between in-store and online operations.

Supported POS Systems ​

  • Lightspeed
  • Cova
  • Dutchie POS
  • Treez
  • Flowhub
  • GreenBits
  • Blaze
  • Custom integrations via API

What Gets Synced ​

Products ​

From POS to Batch:

  • Product catalog
  • SKUs
  • Descriptions
  • Pricing
  • Categories
  • Images

Options:

  • One-way sync (POS → Batch)
  • Two-way sync
  • Manual sync
  • Automated sync

Inventory ​

Real-time inventory sync:

  • Stock levels
  • Inventory adjustments
  • Low stock alerts
  • Out of stock status

Sales Transactions ​

From POS:

  • Order details
  • Items purchased
  • Payment method
  • Customer info (if available)

Used For:

  • Loyalty points accrual
  • Purchase history
  • Analytics
  • Customer insights

Customer Data ​

Sync customer profiles:

Setup Process ​

1. Choose Integration Method ​

Pre-Built Connector:

  • Faster setup
  • Tested reliability
  • Automatic updates

API Integration:

  • Full customization
  • Advanced features
  • Developer required

2. Connect Your POS ​

For pre-built connectors:

  1. Navigate to Settings > Integrations > POS
  2. Select your POS system
  3. Click Connect
  4. Authenticate with POS account
  5. Grant permissions
  6. Configure sync settings

3. Map Data Fields ​

Match fields between systems:

Products:

  • SKU → Product ID
  • Name → Product Name
  • Price → Selling Price
  • Category → Product Category

Customers:

  • Email → Email
  • Phone → Phone
  • Name → Customer Name
  • Member ID → Customer ID

4. Initial Sync ​

First-time data import:

  1. Select what to import
  2. Preview data
  3. Resolve conflicts
  4. Start import
  5. Verify results

5. Configure Automation ​

Set up ongoing sync:

  • Frequency: Real-time, hourly, daily
  • Direction: One-way or two-way
  • Conflicts: How to resolve
  • Notifications: Sync status alerts

Integration Features ​

Real-Time Inventory ​

Benefits:

  • Prevent overselling
  • Accurate availability
  • Multi-channel sync
  • Automatic updates

How It Works:

  1. Sale made in POS
  2. Inventory decremented
  3. Sync to Batch (within seconds/minutes)
  4. Online inventory updated

Loyalty Points from POS ​

Customers earn points for in-store purchases:

  1. Sale processed in POS
  2. Customer identified (phone/email)
  3. Transaction sent to Batch
  4. Points calculated and awarded
  5. Customer notified

Product Authentication Integration ​

Link scans to POS:

  • Scan product in-store
  • Verify authenticity
  • Link to POS sale
  • Award loyalty points
  • Update analytics

Customer Lookup ​

POS staff can:

  • Look up customer by phone/email
  • View loyalty status
  • See points balance
  • Apply rewards
  • Check purchase history

Configuration ​

Sync Settings ​

Navigate to Settings > Integrations > POS > Settings:

General:

  • Integration enabled/disabled
  • Sync frequency
  • Timezone
  • Error notifications

Products:

  • Sync products
  • Include out-of-stock
  • Update pricing
  • Update inventory
  • Create new products

Customers:

  • Sync customers
  • Update existing
  • Merge duplicates
  • Phone/email matching

Orders:

  • Import sales
  • Minimum order value
  • Excluded payment types
  • Date range

Field Mapping ​

Customize how data maps:

  • Custom field mapping
  • Data transformations
  • Default values
  • Conditional logic

Filters ​

Control what syncs:

Product Filters:

  • By category
  • By brand
  • By price range
  • By SKU pattern

Customer Filters:

  • Active customers only
  • Email subscribers
  • Loyalty members

Troubleshooting ​

Sync Failures ​

Common Issues:

  • Authentication expired
  • API rate limits
  • Network errors
  • Data format errors

Solutions:

  1. Re-authenticate
  2. Check sync logs
  3. Verify data format
  4. Contact support

Inventory Discrepancies ​

Causes:

  • Delayed sync
  • Manual adjustments
  • Returns not synced
  • Multiple locations

Fix:

  1. Check sync status
  2. Manual reconciliation
  3. Adjust sync frequency
  4. Review location settings

Duplicate Customers ​

Prevention:

  • Match by email first
  • Then by phone
  • Merge duplicates
  • Manual review

Best Practices ​

Setup ​

  • Test in sandbox first
  • Start with limited data
  • Verify mappings
  • Monitor initial syncs

Ongoing ​

  • Regular reconciliation
  • Monitor sync logs
  • Keep POS updated
  • Maintain clean data

Data Quality ​

  • Standardize product names
  • Complete product info
  • Accurate categories
  • Current pricing

Analytics ​

Track integration performance:

  • Sync success rate
  • Sync errors
  • Sync duration
  • Last successful sync
  • Items synced

Advanced Features ​

Multi-Location ​

Sync multiple stores:

  • Location-based inventory
  • Store-specific products
  • Location tagging
  • Cross-location reports

Custom Workflows ​

Create automations:

  • Low stock notifications
  • Price change alerts
  • New product notifications
  • Inventory reports

Batch platform, Shopify app and API documentation

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