Overview

As merchants worldwide seek advanced and scalable POS solutions for their businesses, the onboarding process can be complex, requiring careful data migration and minimal disruption to their operations. The POS platforms need to support new merchants through this complex task of migrating to their systems, while also ensuring that their POS platform syncs with the merchants’ existing tech stack, to enable seamless continuity of business operations.

The Challenge

Lightspeed Commerce was rapidly gaining merchants in the APAC region but their internal tooling and team was not set up to onboard merchants efficiently at large volumes. Lightspeed X-series team partnered with LINK to allow for accurate and automated data migration, system configuration, and rapid merchant activation.

When QuickBooks POS reached its end of life, its merchants needed to transition to Shopify POS while maintaining their integration with QuickBooks Desktop. Shopify turned to LINK! to execute this large-scale migration to harness LINK’s expertise in providing a combination of automated onboarding to Shopify POS and daily sync with QuickBooks Desktop.

The Solution

LINK follows a structured migration process to ensure a smooth transition, while supporting both a self-serve model and an ops-led model, letting the POS platform choose the best model for them.

For Shopify POS, LINK’s automated migration and integration workflow enabled merchants to self-serve and complete onboarding in a matter of hours. Merchants could upload files, map data, and connect to other tools from their tech stack, ensuring a seamless transition. They were additionally supported by the LINK’s ops team if they needed help. For Lightspeed Commerce, LINK created tooling and processes for the X-series POS onboarding team to retrieve merchant data. The LINK migration engine further transformed and imported the data into the X-series system.

LINK employs robust AI-led validation processes to ensure all data is migrated accurately with nearly zero human intervention and within set timelines. For the Lightspeed X-series onboarding, 90%+ of incoming merchants’ key data sets were migrated within 4 days, and the remaining merchants with corner cases and/or bad data were guided by the LINK ops team to successfully onboard in additional 1-2 weeks. For the Shopify POS migration, LINK provided a seamless, automated transition for over 35,000 merchants, ensuring their integration with QuickBooks Desktop was maintained. LINK also developed a migration app for the Shopify App Store and collaborated with Shopify to publish guides in the Shopify Help Center.

The Result

LINK’s unique combination of robust automated tooling and hands-on approach delivered exceptional POS migration experiences while ensuring merchants were set up for success from day one.

LINK continues to work closely with Shopify POS and Lightspeed X-series, migrating new merchants, allowing the POS platforms to focus on core product innovation. Shopify’s small retail segment onboarding is entirely managed by LINK, and Lightspeed X-series migration partnership with LINK has expanded internationally. Time to activation for merchants has reduced by 95%, leading to higher merchant conversion for the POS platforms. This also creates an accelerated path to revenue realisation for the POS platforms, since the merchants start transacting after they are activated. Through AI-led automated solutions and customized support, LINK continues to be a leading and trusted onboarding partner.

LINK recently undertook an ambitious project for one of the globe’s most renowned domain registrars and hosting platforms, with more than 20 million users and a diverse portfolio, including a comprehensive accounting system serving over 35,000 merchants globally.

The Challenge

In its journey towards technological advancement, the client decided to replace its existing online accounting solution with a more advanced system, developed by a financial software frontrunner. Ensuring a smooth transition for the users was paramount, necessitating a guided migration process with minimal disruption and an intuitive, integrated user experience.

The Solution

LINK developed an innovative migration tool embedded within the client’s dashboard. This tool not only informed merchants of the impending change but also facilitated the transition to the new accounting system without requiring extensive input from the users. LINK’s expertise in data mapping and migration was pivotal in transferring vast amounts of data from the old to the new system, culminating in a comprehensive report for each merchant.

The Result

The solution was a resounding success, with over 600 migrations completed within the first five hours post-launch. Ultimately, all merchants smoothly transitioned to the new system within 3 months, a significant achievement given the scale of the project. The entire process was achieved with 100% automation (no touch) and zero phone support, which was a first in the industry for a migration of this scale. This milestone marked a first in the industry for a migration project of this magnitude.

Following this successful migration, LINK continues to work with the client, creating further integrations between their business solutions and the new accounting system.