In this support article, we will be going through the steps required to set up your Treez integration to manage product availability and other details automatically.
What You'll Need:
Estimated Time to Complete: 5 Minutes
During your account setup process, we will have walked you through obtaining your API key from Treez. If you did not receive this information, please email our team at firstname.lastname@example.org.
On your Internet browser, open two tabs - use one to log in to Treez like you normally do and the other tab to log in to the budboard Control App.
Press the hamburger icon in the navigation bar...
...and click on "Configuration" in the menu that opens:
In the dropdown menu that opens, click "Config Page":
Then, click on "Integration" in the menu that opens on the left hand side:
...and click on "Webhook Integration":
After clicking "Webhook Integration," scroll down to the end of your integrations list and click "Add Client" in the lower righthand corner:
Enter the information as shown in the following screenshot into the three fields in Treez, and click Save:
For reference, the information to be entered, from left to right, is as follows:
After entering the information, click "Save."
Next to the budboard_webhook item you just created, click the three dots:
This will open a pane displaying the API Key for the budboard integration. Copy this key to a safe place using the "Copy" button for later use.
In your browser's address bar on your Treez tab, copy the value between "https://" and ".treez.io" to a safe place.
For example, if your Treez address is https://dispensaryname.treez.io, copy "dispensaryname" without any periods or slashes.
Click the hamburger icon in the upper left hand corner to open the Treez navigation menu:
Click on Inventory:
Then, in the submenu, click Location Management:
Copy all of your Treez location names down for use in a later step. In the screenshot below, the location names that will be used are the ones highlighted - the top level group names are not required. Note: Only location names that have YES in the "Sellable" column are valid.
Go to the budboard Control App, log in, and navigate to Treez setup by navigating to Settings (gear icon in the top right of the navigation bar) > Integrations. In the Point of Sale Integration section, click "Connect to a point of sale."
Select Treez from the list of integration partners and click "Next Step":
Enter the API Key and URL Slug from Steps 4 and 5 into their respective fields and click Next Step:
Enter the Location Names you obtained in Step 6 in their respective location fields, and click Connect to Treez:
The system will now connect to Treez.
That's all you need to do to set up your Treez integration! Read on for a few important notes about how the Treez integration works.