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Setting Up LeafLink

Sophie
  • Updated

Canix's LeafLink integration allows you to connect your marketplace with your inventory systems to quickly import and manage orders in Canix that were created in LeafLink. This will allow for a more seamless process of creating, managing, and fulfilling sales orders with less double-data entry. In this article, you'll learn how to set up the LeafLink and Canix integration.

  1. Set-Up
  2. Canix Integration

Set-Up

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"
    Screen_Shot_2023-02-15_at_12.25.07_PM__2_.png

 

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)
    Select Pencil Icon to Edit User
  4. Under Permissions check the box "Can Access Developer Options"
  5. Scroll down and click Save
    Select Can Access Developer Options

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)

 

Locating LeafLink API Key

 

Tips for Creating Items in LeafLink 

When creating or editing an existing item or product in LeafLink, it is important to ensure you are setting the them up to align with Canix’s item set up. This ensures that the packages quantities are transferred into Canix correctly when creating an order. From your LeafLink account:

  1. Navigate to Menu > Inventory 
  2. Select Add New Product
    If updating an existing item/product, locate the item/product then under Actions select Edit. 
  3. Navigate to section, Product Specifications
  4. Complete required fields: Product Category, Product Sub Category and Unit of Measure (The unit of measure needs to match the Canix item unit of measure).
    Note: If you are creating an item or product that can also be sold as a case, be sure to select the option “Sell in Multiples.” This will allow users to enter an Individual Units per Case quantity. This should be set up to match the Canix item units, so count based Canix items are set up as Units in Leaflink, and weight based items in Canix are set up with the a weight-based unit in Leaflink.

    LeafLink_-_Edit_Product_-_.05g_Gold_Vape_Cart_2022-11-01_at_2.28.56_PM.jpg
  5. When a case is sold in Leaflink, the base units will be displayed in Canix’s sales order. This will align with how the item quantities are packaged and transferred out of your facility, which track the base units, and not the cases sold.Leaflink_Order_1000013_-_Canix_2022-11-01_at_2.29.44_PM.jpg

 

Canix Integration

Finally, you'll need to connect your LeafLink account to Canix. This will enable the integration for all users and all facilities in your Canix account. To manage who has access to view LeafLink orders or who can sync packages with LeafLink, use our user permission groups to restrict access to the LeafLink actions. 

  1. Log into your Canix account
  2. Navigate to Admin > Integrations
  3. Click LeafLink
  4. Copy the API key you collected in the previous step
  5. Paste the API key in the box, "Paste your API key here..."
  6. Click Update LeafLink API Key

 

Add LeafLink API Key to Canix

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