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Go To https://us.merchantos.com/ and log in
Click on Inventory in the left menu.
Click on the Item Search button.
Click on the Export button. This will result in a file being downloaded. Rename the saved file appending “-current” to the end of the file name. (item_listings_local_matches-current.csv)
Check the “Archived” checkbox, followed by pressing the blue Search button.
Click on the Export button. This will result in a file being downloaded. Rename the saved file appending “-archived” to the end of the file name. (item_listings_local_matches-archived.csv)
Click on Inventory again in the left menu.
Click on the Vendors button
Click the Enabled Only checkbox to the left of the Search button, and then click on Search.
Click on the Export button. This will result in a file being downloaded. Save the file with the name suggested
Click on Customers in the left menu.
Click on the Customers button.
Click on the Export button. This will result in a file being downloaded. Rename the saved file appending “-current” to the end of the file name. (customer_listings_local_matches-current.csv)
Check the “Archived” checkbox, followed by pressing the blue Search button.
Click on the Export button. This will result in a file being downloaded. Rename the saved file appending “-archived” to the end of the file name. (customer_listings_local_matches-archived.csv)
Click on Customers in the left menu.
Click on Credit Accounts button.
Click on the Export button. This will result in a file being downloaded. Save the file with the name suggested
Click on Customers in the left menu.
Click on Gift Cards button.
Click on the Export button. This will result in a file being downloaded. Save the file with the name suggested
Click on Settings on the left menu.
Click on Employee Setup
Click on Export. This will result in a file being downloaded. Save the file with the name suggested
Sales Data Export
Click on Reports in the left menu.
Click on the “Totals” link under the Sales & Refunds section.
Change the date range to cover the entire period you would like to export, and then click on Search.
Once the results appear, click on the Export button. This will result in a file being downloaded. Save the file with the name suggested. (add location and repeat for each location if there are multiple locations)
Click on Reports in the left menu.
Click on the “Lines” link under the Sales & Refunds section.
Change the date range to cover the entire period you would like to export, and then click on Search. (*** Depending on your volume, Lightspeed may error out either on the Search, or subsequent export. If this happens, break the date range into segments and run multiple exports.)
Once the results appear, click on the Export button. This will result in a file being downloaded. Save the file with the name suggested. (*** If you had to break your date range into multiple segments, append the starting date to each file name to keep them unique and easily recognizable.)
Click on Reports in the left menu.
Click on the “All Transactions” link under the Other Transactions section.
Change the date range to cover the entire period you would like to export, and then click on Search. (*** Depending on your volume, Lightspeed may error out either on the Search, or subsequent export. If this happens, break the date range into segments and run multiple exports.)
Once the results appear, click on the Export button. This will result in a file being downloaded. Save the file with the name suggested. (*** If you had to break your date range into multiple segments, append the starting date to each file name to keep them unique and easily recognizable.)
Click on Reports in the left menu.
Click on the “Layaways” link under the Layaways, Special Orders, and Workorders section.
Click on the Export button. This will result in a file being downloaded. Save the file with the name suggested
Click on Reports in the left menu.
Click on the “Received” link under the Payments.
Change the date range to cover the entire period you would like to export, and then click on Search.
Click on the Export button. This will result in a file being downloaded. Save the file with the name suggested appending the store name. Repeat the payments steps for each location.
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