AIQ's integration with Greenbits supports the following features outlined in this grid.

1. Send your Onboarding Specialist the Greenbits login credentials that have View Customer, Update Customer, and Enable Backoffice permissions. We’ll need your:

Please also indicate if the location will have medical patients or not in your response as this will determine if the extra setting is required or not.

2. Once this is set up, please send the username and password to your AIQ CSM. 3. After we have generated the token it will be pasted in for you. We will then reach out letting you its been connected.

4. After the connection is done, in the next 24 hours we will begin syncing your data, you will then need to "map" you locations to each Store set up in AIQ 5. Head to top left under your logo and click the green Settings and then Manage Store(s)

6. Next to the store you want to map click on the grey Customize button:

7. Under Map store names click in the dropdown next to the Greenbits logo to map it to the location

If you have multiple locations set up in Greenbits you will have to verify their respective Location UUID's in Greenbits prior so make sure you double-check in the account as a reference! On a related note, if you simply have a Rec and Medical ID you can map them both to the same location and we can tell who is who

8. You will now be mapped and personas will say sourced from "greenbits" and have their Favorite Stores assigned

All discounts will need to be mirrored from AIQ and then also in Greenbits. Reference the chart below to see how to handle discounts:

Q: Can you delete personas that flow into Greenbits from AIQ? A: You cannot delete personas in AIQ or in Greenbits directly. In either case the customer has to use the opt-out/delete feature in their respective apps, so be careful with using this 2-way sync.