Cova

about the aiq <> cova integration review our integration grid docid\ lmkd0mbha4ssqe8ii9mz for supported features connection fee integrating with cova costs $15 per month for each connected location how to connect aiq to cova cova steps email apisupport\@covasoftware com and request your api keys be released for the purpose of integrating with aiq cova will typically provide a data release form to sign before receiving your keys cova will then send instructions to sign into their prod environment with a the following information grant type password client id yourcompanyname aiq client secret randomstring username aiq cova apiuser yourcompanyname password \[ temporary password provided by cova] you'll need to log in and change the temporary password in cova before connecting to aiq or you'll receive an error and be unable to pull any data! you can update your temporary password via cova https //hub covasoft net/ " permissions required for enhanced integration aiq needs the following permissions enabled manage dispensary specific elements view loyalty program edit loyalty program aiq steps navigate to settings > integrations , search for cova and click the green connect button enter all credentials provided by cova select add credental scroll down and select update connection optional settings relevant market of credential optional optional state/province(s) selection to sync customers from only the specified market(s) freeze stop data syncing for the credential inputted restrict imports by location id restrict the location(s) the integration will pull sales from based on cova location ids when syncing personas into this integration, force a pricing group id set a pricing group id you would like to force for all cova creations made by alpine skip importing payment method enabling this will stop attempting to pull payment method information if the field is blank \[can reduce up data syncing time] how to map a store navigate to settings > company account > retail store click edit on the store you wish you map under store mappings you'll see the cova symbol click on the empty field to the right of the symbol and a dropdown will appear to "map" the key click save settings and you are done mapping the store keep in mind this must be repeated for any additional stores that you add to the account aiq <> cova user guide aiq loyalty + discounts (v1 20+ of cova app required) loyalty discounts redeemed in the cova app will update in real time to deduct points from the customer's persona the appropriate discount will be automatically calculated, so staff do not need to apply manual discounts before enabling aiq loyalty with cova, it is required to disable any other active loyalty rewards including cova loyalty once enabled, aiq must be the only active loyalty rewards program in cova's new hub, navigate to settings > loyalty rewards and click on the alpine iq tab enter the account id (uid) and api key ; and decide if the discount offered by the reward will apply before or after taxes then, click the save button to save the changes applying discounts in cova when checking a customer out, you should see options to apply an aiq discount to the customers cart here you can select a maximum of one aiq discount to apply to the order points are deducted from the customer's balance when the loyalty discount is applied remove the loyalty discount from the transaction to restore points back to the customer if the transaction is cancelled supported discount types currently only flat ($) and percentage (%) cart discounts are supported on cova opt in queue when enabled, the queue feature allows budtenders to see customers as they check in to your "waiting room" giving them the ability to easily pull up their profile to see things like product preferences, their aiq wallet, and the customers' order history it also shows the customer's loyalty status if not enrolled, it will show as the "signup" button as shown for the customers above, but if they are a loyalty member it will show up as a red button that says "enrolled" in order to enable this locate in your aiq dashboard settings > retails stores on the store you want to enable, click edit expand additional settings enable alleaves opt in queue save from your loyalty settings, enable budtender can see waiting room queue select the green save settings button near the top of the page to save your changes faq's will points get returned to a customer if a refund is made? points will not be removed from the customer's persona if the customer makes a refund that earned loyalty points however, points can be manually removed for returns directly from their persona card, based on your terms and conditions can i track customers who placed an order for delivery? yes! head to your audience page and build a delivery audience using the performed event > purchase fullfillment type train this trait should contain "delivery" how long does it take before i start to see my pos data in aiq? within 24 hours, you should see data populating in aiq how can i confirm that the integration is active and signups are being sent? look under your personas page in aiq the integration is functioning properly if you see "cova" under the sourced from column i am getting an account notification that i have unmapped stores, how can i fix this? once you see data coming through aiq, you must "map" the api key to the store(s) to assign a "favorite store" to the customer see how to map a store above for directions on how to accomplish this can i use cova pricing groups to segment audiences in aiq? yes! when selecting an audience trait, hover over custom brand traits to see "covapricinggroup" are there any additional settings i can enable? see integration settings docid\ u8beizkxh83tipi2sw1rz for more optional settings can i use covas pricing groups to create audiences? yes, you can segment by 'pricing group' using audience = all customers where > custom brand traits > pricing group id