Connect Lightspeed to Chekkit

Connect Lightspeed (Dealer Direct) to Chekkit to text customers automatically after a sale or service — using ready-made automations you can turn on in a few clicks.

What it does

Links your Lightspeed dealer account to Chekkit with your Dealer ID (CMF) and Web Service username/password, so completed sales and service jobs can trigger texts.
Looks for recent finalized sales and cashiered repair orders in Lightspeed on a regular schedule.
Offers one-click quick-setup automations for review requests after a sale or service, plus a short thank-you after a sale.
Lets you fine-tune any automation later from Automations → Message automations.

Before you start

You need owner or location admin access in Chekkit.
You need Lightspeed Dealer Direct Web Service credentials from your dealer subscription: Dealer ID (CMF), API username, and API password.
In Lightspeed, subscribe to the Web Service endpoints you need — typically Sales Header, Service Header, and Customer Information.

How to connect

In Chekkit, go to Settings → Connections → CRM & Tools.
Find Lightspeed in Business Tools & Integrations.
Click Connect to open the connection dialog.

Connect Lightspeed

Choose an app where this connection will live. Chekkit picks one for you by default; you can use an existing app or create a new one named Lightspeed.
Enter your Lightspeed Dealer ID (CMF).
Enter your Lightspeed Web Service API username and API password.
Click Connect Lightspeed.

When the connection succeeds, the Lightspeed row shows a prompt to set up an automation (or Connected once you have one).

Quick-setup automations

After connecting, click Set up automation (or Add automation if you already have one) to open the template picker.

Automation	When it sends	What the customer gets
Review request after sale	When a sales deal is finalized in Lightspeed	A thank-you and review link.
Review request after service	When a repair order is cashiered in Lightspeed	A thank-you and review link.
Thank you after sale	When a sales deal is finalized in Lightspeed	A short thank-you and invite to reply with questions.

Example review request after sale (with sample data):

Hi Jane, thanks for your purchase! We'd love your feedback — it only takes a moment: [review link]

Real messages use the customer’s name and phone from Lightspeed. Chekkit prefers cell phone, then home, work, or email if needed.

Pick a template, click Turn on automation, and Chekkit creates and activates it. You can add the remaining templates anytime; already-added ones show as Added.

After connecting

Open Message automations from the integration row to view, edit, or pause automations.
Chekkit checks Lightspeed for recent completed sales and service jobs on a regular schedule.
To confirm messaging works, complete a test sale or cashier a repair for a customer that has your own cell number in Lightspeed.

If Lightspeed says “Needs reconnect”

Older Lightspeed connections may only have a Dealer ID on file. Chekkit now needs your Web Service username and password so sales and service sync can run.

On the Lightspeed row, click Reconnect.
Confirm the Dealer ID (it’s filled in if Chekkit already had it).
Enter your API username and password, then click Reconnect Lightspeed.

Disconnect Lightspeed

In Business Tools & Integrations, open Lightspeed and choose Remove.
Confirm removal in Chekkit.
Existing automations remain but will not run until Lightspeed is connected again. You can reconnect at any time.

Troubleshooting

Connect fails with rejected credentials. Confirm the Dealer ID (CMF) and Web Service username/password from your dealer subscription. Make sure the Web Service endpoints you need are subscribed in Lightspeed.
The row shows Needs reconnect. Add your Web Service username and password with Reconnect — a Dealer ID alone is not enough.
Customers aren't receiving texts. Check that the Lightspeed customer has a valid cell phone (or another phone Chekkit can use), and that the matching quick-setup automation is turned on.
Review request after service never sends. The repair order needs to be cashiered in Lightspeed so Chekkit sees a completed service job.
I want a different message or timing. Edit the automation in Message automations, or duplicate a template and adjust the rules.

Need help?

If you're having trouble connecting Lightspeed or setting up automations, email support@chekkit.io with your business name and a short description of the issue. Your Lightspeed/Dealer Direct contact can help with Web Service credentials if needed.