Why Integrate Blackbird with Blaze?

If you use Blaze as the point of sale software in the dispensary 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 Blaze to facilitate points per dollar loyalty. By pulling order information into Blackbird from Blaze, 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 Blaze 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 Blaze at all times.

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

Functionality

Information is shared between Blaze and Blackbird in two ways: Blackbird either requests information from Blaze and syncs it into MyBlackbird, or Blackbird pushes new information into Blaze proactively when events happen in the Blackbird system. Blackbird syncs customer, product and order information from Blaze, and has the ability to push online order and shopper information into Blaze. You will have the ability to determine what functionality is useful for their 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 Blaze 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 Blaze, we have to know who the customers are in Blaze. By syncing this info, we can ensure Blackbird and Blaze are sharing customer information to allow accurate assigning of points per dollar spent.

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

  • 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 Blaze

Customer information synced through the integration comes directly from customer profiles in Blaze. To access customer profiles, users will simply need to click the Members navigation link on the left side of their dashboard (under Memberships) which will take them to a list of customers.

Order Sync

The order sync requests order information from Blaze 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 Blaze:

  • 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 Blaze 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 Blaze. Order information is pushed to Blaze in real time - as soon as an order is submitted on the menu, the info will be sent to Blaze automatically. A customer record will also be created along with the order automatically if the customer does not exist in Blaze already.

To determine if the customer exists in Blaze, 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 Blaze that match the customer information from the order, a new customer record will be created in Blaze. The new customer profile will include the information from the customer’s BlackbirdGo profile.

New Online Orders in Blaze

New online orders are pushed into Dispatch in Blaze. This can be found by clicking the Dispatch link under the Point of Sale section on the left hand side nav. From there it should be visible under the Incoming Orders header.

Product Sync

Syncing in products from Blaze will be beneficial to those using an online menu through Blackbird. This functionality will allow inventory information already stored and maintained in Blaze 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 you run out.

The following fields from inventory are pulled into Blackbird:

  • Brand

  • Category

  • CBD %

  • Classification (Strain type)

  • 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 Blaze is Eligible for Product Sync

Not all inventory from Blaze will pull through the integration. Only inventory with a quantity available for purchase in Blaze will pull through the integration. To determine if a product is available and in-stock, users can navigate to the All section under Categories section on the side nave in Blaze to check the inventory levels of each of these. Please not that in Blackbird, some of these items will be grouped under a shared product automatically if they are weight/size variations. You can still see all inventory on your inventory page in MyBlackbird.

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