Why Integrate Blackbird with Growflow?

If you use Growflow as the point of sale software in your store and Blackbird for CRM tools or an online menu, you may benefit from setting up an integration between the two software platforms. An integration allows for sharing of relevant data between the two platforms, which can save time and money by eliminating double entry of data and reducing the need to manage info manually. Creating an integration for use with CRM and online menu features increases efficiencies and automates processes that would have to be handled manually.

Key Features

An integration can provide valuable time saving work for those using a loyalty program or online menu through Blackbird. Below, we will discuss the features that the integration can be used for in more detail.

Loyalty Program

You can use an integration with Growflow to facilitate points per dollar loyalty. By pulling order information into Blackbird from Growflow, points can be automatically awarded to customers based on the value of their order. This removes the need to manually add points to customer profiles for orders completed in the point of sale and incentivizes customers to spend more money.

Online Menu

Those using an online menu through Blackbird can find value in using the integration with Growflow to pull inventory into Blackbird for sale online. This removes the need to duplicate the inventory in Blackbird manually and try to keep the two systems in sync with each other. It allows inventory information online such as price and available quantity to match Growflow at all times.

Additionally, orders placed online can be sent directly to your Growflow account with all the order information so there is no need to recreate orders (or customer profiles) that come in from the menu into Growflow.

Functionality

Information is shared between Growflow and Blackbird in two ways: Blackbird either requests information from Growflow and syncs and syncs it in Blackbird, or Blackbird pushes new information into Growflow. Blackbird syncs customer, product and order information from Growflow, and has the ability to push online order information into Growflow. You will have the ability to determine what functionality is useful for your business application, and only enable relevant sync or push functionality. Below, each of the syncs and information pushes are described in more detail.

Customer Sync

The customer sync requests customer information from Growflow and stores it in Blackbird for use with a Blackbird loyalty program. In order to assign points to customers in Blackbird based on their orders in Growflow, we have to know who the customers are in Growflow. By syncing this info, we can ensure Blackbird and Growflow are sharing customer information to allow accurate assigning of points per dollar spent.

The following fields are pulled from the customer profile in Growflow:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Customer ID (Internal Use)

Customer syncs are set to run every 3 hours. On the first sync, all customers are pulled in to Blackbird and on the subsequent syncs Blackbird pulls in any new customers and updated customer information every 3 hours.

Customer Information in Growflow

Customer information synced through the integration comes directly from customer profiles in Growflow. To access customer profiles, you will simply need to select the Customer icon in Growflow to be taken to your list of customers.

Order Sync

The order sync requests order information from Growflow and stores it in Blackbird for use with the loyalty program. The order information is used to assign points to customers per dollar spent in the order. Orders are pulled for all statuses, but only completed orders are used to award loyalty points.

The following fields are pulled from orders in Growflow:

  • Customer ID

  • Order Subtotal

  • Order Total

  • Total Taxes

Order syncs are set to run every 3 hours. On the first sync, all orders are pulled in to Blackbird and on the subsequent syncs Blackbird pulls in any new orders from the previous 3 hours.

Order Push

This functionality sends online order information to Growflow automatically when a customer places an order on a Blackbird menu. This will be helpful to those using an online menu and for those that do not want to manually recreate orders into Growflow. Order information is pushed to Growflow in real time - as soon as an order is submitted on the menu, the info will be sent to Growflow automatically. A customer record will be created along with the order, if the customer does not exist in Growflow already.

To determine if the customer exists in Growflow, the integration checks for one of the following things:

  1. Phone Number

  2. Email

If there are no customers with a phone number or email in Growflow that match the customer information from the order, a new customer record will be created in Growflow. The new customer profile will include the information from the customer’s BlackbirdGo profile.

New Online Orders in Growflow

New online orders are pushed in to Pre-Orders in Growflow. This can be found by selecting the Cashier icon and going to the Pre-Orders option just under the Orders section.

From there, you will be taken to a dashboard that shows an order fulfillment workflow. Orders will be pushed into the New column the first time a customer places an order online. The customer record will have to be verified by your dispensary staff before the order can be filled. Once a customer has been verified, the order (and any subsequent orders by the customer) will be moved to the Unfulfilled column, indicating they are ready to be filled.

Order Notification Feature in Growflow

Growflow has a feature that allows you to set a configuration to get alerted with an email and/or text when new orders are created or fulfilled. To enable this feature, you can click on your location icon in the upper right corner and select ‘Alerts’. From there, navigate to Alert Settings, and in the top right hand corner of the Alert Settings page there is a + icon that you can select on to add a new Alert for pre-orders.

Product Sync

Syncing in products from Growflow will be beneficial to those using an online menu through Blackbird. This functionality will allow inventory information already stored and maintained in Growflow to be utilized on the menu. This removes the need for manual entry and upkeep of product information in two systems. Any changes made to inventory information like price or product attributes will be updated in Blackbird automatically. Additionally, stock quantity is tracked through the integration, so inventory items cannot be oversold and do not require manual removal from the menu when they run out.

The following fields from inventory are pulled into Blackbird:

  • Brand

  • Category

  • CBD %

  • Classification (Strain type)

  • Description

  • Price (recreational price only)

  • Product ID

  • Product Name

  • Quantity

  • Size (Weight)

  • THC %

The product sync runs every 5 minutes. On the initial sync, all products are pulled in. On subsequent syncs only new products and updated products are synced (including price and quantity updates).

Understanding What Inventory in Growflow is Eligible for Product Sync

Not all inventory from Growflow will pull through the integration. Products must have attached inventory with a quantity available for purchase in Growflow in order to pull through the integration. To determine if a product is available and in-stock, you can navigate to the Products page in Growflow to check the status of each of these.

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