Treez POS
See our integration's full list of functionality.
Tor how to navigate the AIQ integration in their app, see Treez hosted documentation.
- Email [email protected] with your dispensary name (https://<dispensaryname>.treez.io).
- Include that you want the API keys (a key per store location) released to AIQ and your contact information as an authorized user on your Treez account.
- The email you receive from Treez will look like: Your API request has been fulfilled! API Key: RANDOMSTRING API URL: https://api.treez.io/v2.0/dispensary/dispensaryname/ Portal URL: https://dispensaryname.treez.io
2. In AIQ > Settings > Integrations
3. Find Treez and click Connect
4. Paste in the DispensaryName exactly how it is spelled out in the Portal URL, its typed out right before the treez.io portion.
DispensaryName needs to match EXACTLY like how it's displayed in the API/Portal URL given by Treez. It is usually alpha-numeric with no spaces or special characters and will error out if not the same.
5. Then paste in its respective API key provided
6. Fill out any additional necessary Integration Settings.
7. Save
Things to Note:
- Within 24 hours, you should see data populating in AIQ
- Look under your Personas page in AIQ. The integration is functioning properly if you see "treez" under the Sourced from column
- 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
1. Head to Settings section on the top left of your AIQ dashboard
2. Click on Manage Store(s) and then the Customize button
3. Under Map store names you'll see the Treez logo
4. Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
5. Click Save
6. Do this for each store if you add a new one in the future!
See Integration Settings for more optional settings.
Below is a discount redemption user flow from when a customer enters the store to when they checkout. It includes screenshots from the AIQ digital wallet and Treez to give both the customer's and the budtender's perspectives
If you have Discount Groups set up in Treez, you can create audiences out of them in AIQ.
1.In Treez, create a group via Notes > Customer Groups,
2. In AIQ, go to your Audience Builder and click Create Audience.
3. Build the audience using Custom brand trait / Discount Groups / contains / [NAME OF DISCOUNT GROUP IN TREEZ].
The name of the group you enter in the AIQ audience builder needs to match the name as it's spelled in Treez in order for the audience to populate.
4. Click Save Audience and your Treez Discount Group audience will be created. Customers added to this group in Treez will automatically be added to the audience in AIQ.
You can also see what groups a specific customer has been added to on your Personas page in AIQ. Search for the customer and then click View and the Treez groups they are in will appear under Custom Attributes.
There are two scenarios that would cause a Treez customer to show up as canceled signup in AIQ:
- If a customer is manually creating a profile in Customer management, there is an option to cancel sign-up. If they select that option, it will be changed to canceled signup and the profile will be deactivated.
- The other option is an order is placed in the verification pending stage of fulfillment for a new customer that has not previously existed in customer management and they select cancel signup during the verification process. That will also change the name to canceled signup.
