Set Up Guide
Before setting up the integration in MyBlackbird, you will need to obtain your specific integration information, as well as the version of Treez you are using. Each Treez account has specific keys that allow third party software platforms to share and receive select information. The following keys are needed to securely integrate your Treez account with Blackbird. All of the fields listed below will be provided to the you by your Treez account representative on request.
How to Find It
This is a long string of letters and numbers that is specific to each Treez account.
Provided by a Treez Account Rep.
Treez provides specific documentation on how clients should request API keys - found here.
This is a long number that is specific to each Treez account.
Provided by a Treez Account Rep.
You will need to specifically ask for this field to be included in the request form they send to Treez (mentioned above), as it is not included by default in the provided message.
The Dispensary Name in this case is the name used in the login portal link the client uses to access their Treez account.
For example: https://yourdispensaryname.treez.io/
Can be found in portal link the you use to log in to Treez.
Treez supports two versions of the API - V1 and V2. This will determine which integration type clients select from when setting up their integration.
You should ask your account representative when obtaining the above credentials if you are not sure what version they are on.
Most will use V2, and that can be tried first if you are not sure.
Set Up Steps
Once you have obtained all the required information from Treez, setting up the integration is as simple as entering those fields into MyBlackbird. Navigate to your Settings & Configurations Block and then choose the Integrations Hub Block.
Enter Authorization Info
Select either Treez V1 or Treez V2 from the Point of Sale drop-down depending on which API version is being used and enter Client ID, API Key and Dispensary Name.
Once the authorization information is entered, you will be prompted to choose the sync functionality they would like to have with the integration.
Product Sync - You should enable this if you plan to use the integration to facilitate an online menu. This sync will pull inventory from Treez for all inventory that is active, in-stock and in an inventory location that is Sellable. New and updated products will sync every 5 minutes .
Order Push - You may want to enable order push functionality to send new online orders directly to their Treez account for fulfillment. This will remove the need to manually recreate customer profiles and orders in Treez. Orders will be pushed directly to Treez in real time as they are received.
Customer Push - You may want to enable this if you would like a customer profile automatically created in your POS after a customer has checked in using the Experiences App. This saves your staff time and eliminates any manual work needed to create a customer profile within your POS.
Customer Sync - You should enable this if you plan to use a loyalty program where customers earn points for completed orders. This sync pulls customer information from Treez into Blackbird and allows Blackbird to associate customer info with orders, when available. New and updated customer information is pulled into Blackbird every 3 hours.
Order Sync - You should enable this if you plan to use a loyalty program where customers earn points for completed orders. This sync pulls in order information for completed orders in Treez. When used with a loyalty program, orders will be used to award customers points for their purchase. Order syncs run every 3 hours.
Notification Email - Adding a notification email is optional for those using a menu. It is used to send email notifications of new orders received on a Blackbird menu. It is not necessary to use this if order push is enabled, but can be a nice additional feature to make sure staff is getting notified of new orders that need to be fulfilled.
Once all info is added and the desired functionality is enabled, the last step is to set the integration Active and save the configuration information. The integration can be deactivated at any time.
Monitoring Integration Activity
Monitoring the information shared between Treez and Blackbird is easy! Users can navigate to the Activity Log within their Integration Hub to see what information is being pulled from Treez, how frequently new info comes in and if there are any errors with the integration.
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