Overview
The Acumatica integration connects Lightspeed Voice directly to your Acumatica account using a Connected Application you create in Acumatica. Once connected, calls are matched to the correct record, pop-ups appear automatically, and call activity is logged for you.
Before You Begin
Before starting setup, make sure you have:
- An active Lightspeed Voice account with Dashboard access
- The Orbit desktop app installed
- Acumatica admin access
- The ability to create Connected Applications in Acumatica
Step-by-Step Setup
Step 1: Install Orbit
Download Orbit from the Lightspeed Voice Dashboard by clicking the gear icon, install it, and sign in.
Step 2: Create the Integration in the Dashboard
Go to Dashboard → Management → Lead Settings → Integrations → Add Integration.
- Enter the integration name as Acumatica
- Select Acumatica as the vendor
Step 3: Assign Users
Enable users individually, or select all users and assign them at once.
Step 4: Configure Acumatica
In Acumatica, go to Integration → Show All → Connected Applications and create a new app:
- Client Name: Lightspeed
- OAuth Flow: Authorization Code
Shared Secret: Click Add Shared Secret, enter the description "Lightspeed," then copy and save the secret value.
Redirect URL: Add the redirect URL from the Dashboard, press Enter, then Save.
Client ID: Copy and save the Client ID for the next step.
Step 5: Authenticate
Enter the Client ID and Shared Secret in the Dashboard and authenticate the connection.
Step 6: Configure Call Pop Settings
Set Call Pop to All (recommended).
Step 7: Enable Triggers
Enable all triggers for full functionality.
Step 8: Configure Logging
Enable call logging, recordings, and contact matching settings.
Step 9: Test the Integration
Test inbound and outbound calls. Verify pop-ups, logging, and recordings are all working correctly.
Troubleshooting
Authentication failures: Recheck your credentials and the redirect URL.
No pop-ups: Verify Orbit is running and Call Pop settings are correct.
No logs: Confirm triggers are enabled.
Number Porting Note
If you're porting an existing number, test the integration again after the port completes to verify DID assignments.
Need More Help?
Email help@lightspeedvoice.com or call 941-564-3010 for assistance.
