Table of Contents

• Introduction
• Upcoming LeafLink Integration Improvements in Q4'24
• Syncing Info
  • What Syncs Between LeafLink and Canix?
  • Automatic Import
• How to Set Up the Integration
  • Connect LeafLink to Canix
  • Update an Individual User to Developer
  • LeafLink API Key
• LeafLink Orders -> Canix Sales Orders
  • Import LeafLink Orders
  • Create Canix Sales Orders
  • Update Canix Sales Orders from LeafLink
• How to Sync Inventory from Canix to LeafLink
  • Creating New LeafLink Products
  • Remove Inventory from LeafLink

Introduction

The Leaflink integration in Canix is intended to reduce manual data entry between Canix and LeafLink. When used correctly, our integration will

• Import Sales Orders from LeafLink to Canix
• Sync Inventory from Canix to LeafLink

This integration has been used successfully across several teams to keep LeafLink and Canix in sync. We’ve received numerous pieces of feedback to enhance the integration, which will be a major focus area in Q4’24.

If you have Product feedback, please Submit a Support Ticket with any requests to improve LeafLink.

Upcoming LeafLink Integration improvements in Q4:

• Create LeafLink Product Modal Updates
  
  • Support Flower Growing Operation field
• Non-Cannabis Product Support on Orders
• Sync Order Status Back to LeafLink
• Automatic Inventory Sync
• Sync Discounts from LeafLink

Syncing Info

What Syncs Between LeafLink and Canix?

• Canix Items will sync to LeafLink products, along with the active inventory in Canix
• LeafLink Orders will sync to Canix sales orders
• Canix imports Products and Customers from LeafLink, and maps them to the following:
  • LeafLink Products → Canix Items
  • LeafLink Customers → Canix Customers

Automatic Import

• Upon Connecting your LeafLink account to Canix, Canix will import your LeafLink Products, Customers, Orders
• Canix will refresh your LeafLink data using the Refresh LeafLink Orders action on the LeafLink Orders table
• Canix will improive the LeafLink sync in Q4’24 by syncing to LeafLink every 10 minutes to automatically pull in all LeafLink Orders and new LeafLink Customers

How to Set Up the Integration

Connect LeafLink to Canix

First, you will need to enable Developer Access on your account. This only needs to be done for 1 user as the integration enables access for all facilities and users in Canix.

1. Navigate to Settings

2. Under Company Information scroll down and select the box "Enable Developer Options Access for XYZ"

Update an Individual User to Developer

Next, you will need to update an individual user to a Developer, in order to get the API key needed to connect your LeafLink instance to Canix.

If you copy the API key from the Applications page, your LeafLink integration will not work.

1. Navigate to Settings > Users

2. Select the user you'd like to promote to Developer

3. Click the pencil icon (far right)

   

4. Under Permissions check the box "Can Access Developer Options"

5. Scroll down and click Save

   

LeafLink API Key

Then, using the Developer account, obtain your LeafLink API key.

💡A LeafLink administrator must complete this step.

1. Navigate to the Settings > Developer Options
2. Scroll down to Your API Key
3. Copy the key (double click > right-click > select copy)

LeafLink Orders → Canix Sales Orders

Canix supports the creation of Sales Orders from LeafLink Orders.

Import LeafLink Orders

Canix will import LeafLink orders every time the Refresh Leaflink Orders action is take on the LeafLink Orders page. This will immediately pull in all new LeafLink Orders.

Create Canix Sales Orders

Once you have established the connection between LeafLink and Canix, all LeafLink sales orders will be automatically be available on the LeafLink Orders page. If you are missing LeafLink orders in Canix, please see this article.

To create an order, follow these steps:

1. Navigate to Sales > LeafLink Orders

2. Find the LeafLink order you'd like to fill, click Create in the last column in the table

   • This will open a new tab in which all the order details from LeafLink will be pre-populated in your Sales Order

   • Canix pulls in Payment Terms entered on the LeafLink order whether they are COD, Prepayment, or Net and maps them correctly. 

   •  

     
     

3. Select the red Select Canix Item text to select the Canix item associated with the LeafLink item

   💡Orders can be created across facilities so be sure to reference the facility in the dropdown below each item to select the correct one.

   • Canix will remember your item selection and pre-populate it for any future orders of this item

   • If you need to change this selection in the future, or if you made a mistake, click on the blue item name text and search for another item

   • Canix displays Active and Inactive Items with the associated facility, current active quantity, and Item Type.

   • Canix can pull line items set to the Case in LeafLink.
   • 

4. Select a customer once items are selected. Customers in the selected item facilities are available to the dropdown on the left side.Note - new Canix customers can be created using the first option in the dropdown, Create New Customer, in blue text

   • If items were selected from multiple facilities, then multiple customer selections are required on the left side

     

5. Select Create once all required fields are selected

After you select Create, you will be redirected to the Canix sales order created. From there, you can allocate packages from your inventory, and complete your sales order process. See more information on managing a sales order in Canix here. The Canix Sales Order number is available in the LeafLink orders table associated with the order it was just created from.

Update Canix Sales Orders from LeafLink

Canix supports updating LeafLink orders with order details, but does not support updating line item details.

The following LeafLink fields can be updated from Canix Sales Orders to the LeafLink order using the Update LeafLink Order button at the top of the sales order:

• Sales Order Discount
• Sales Order Taxes
• Shipping Charge
• Payment Term & Due Date
• Delivery Date - if a transfer is associated with the Canix sales order, the transfer departure date will be updated in LeafLink as the ship date instead of the Canix sales order delivery date, if they are different.
• Manifest Number - if a transfer is associated with the Canix sales order, the manifest number will populate in the Delivery Info field in LeafLink

How to Sync Inventory from Canix to LeafLink

In addition to importing and managing LeafLink Sales Orders in Canix, users are now able to send inventory straight to LeafLink from the Canix packages table.

<aside> 💡

This feature must be enabled by an Admin by accessing Admin > User Management, selecting a user and checking the box under Roles and Permissions to Manage LeafLink Listings.

</aside>

From the Canix Web Application:

1. Navigate to Inventory > Packages > View as: Active

2. Select the packages you would like to sync with LeafLink by checking one or more boxes.

3. Navigate to Actions > Sync Inventory with LeafLink

   

4. Sync Inventory with LeafLink Overview will show each of the packages selected grouped under their common item type. Begin typing to search for the LeafLink Product. Selecting a LeafLink product designates which inventory item in LeafLink you want to associate your Canix inventory with.

5. If the product you’re looking for has not been setup in your LeafLink account yet, simply begin typing and select Create a new LeafLink Product to associate with directly from Canix. Complete all required fields and select Save to create the new LeafLink Product.

6. Once all Canix Items have a LeafLink Product associated with it select Send

7. The LeafLink Product quantity will be updated based on the package quantity sent from Canix

Creating New LeafLink Products

If the product you’re looking for has not been setup in your LeafLink account yet, LeafLink Products can be created from Canix.

1. Navigate to Admin > Facility Data > Items
2. Select the Item you would like to create a LeafLink Product to map to
3. Select Integrations
4. Click in the LeafLink Product Select
5. Select Create LeafLink Product
6. Enter all required fields, and select Save
   • Canix will create this product in LeafLink

Note: Canix supports the Grams per Individual Unit field during LeafLink Product creation. If Unit is selected as the weight unit for product categories that require a Grams per Individual Unit value (like Bulk Flower), Canix will also require Grams per Individual Unit and this will be passed to LeafLink.

LeafLink products can also be created when syncing inventory to LeafLink through the Sync Inventory to LeafLink Action on the packages table.

Remove Inventory from LeafLink

• Simply select the packages you wish to remove and select the “Remove Inventory from LeafLink” option from the Actions dropdown. You can sort or search the “Associated LeafLink Product” column to easily identify which packages have been sent to LeafLink, and which have not.

  Note: Keep in mind that while this feature makes it easier to import your inventory into LeafLink, your packages in Canix will not automatically be deducted from when an order is placed in LeafLink UNTIL that order is manually created in Canix.