Table of Contents
Overview
Operators managing sales and fulfillment across multiple brands often rely on several LeafLink accounts. Previously, this created major inefficiencies:
Fragmented order management: Orders were spread across 3–4 LeafLink accounts with no centralized visibility.
Scattered CRM data: Duplicate or inconsistent customer records (e.g., "Gotham-Bowery" vs. "Gotham Bowery").
Manual duplication: Orders had to be manually recreated in Canix for tracking and reporting.
Limited reporting: Smaller brands lacked visibility and had to rely on distributors for reporting exports.
Canix now supports Multiple LeafLink Account Integration, streamlining multi-brand operations under one roof.
Key Capabilities
1. Sync Orders Across LeafLink Accounts
All orders from connected LeafLink accounts now appear in a single, unified Orders table in Canix.
A new “LeafLink Account” column identifies the origin account for each order.
Orders can be filtered, searched.
2. Push Brand-Specific Inventory
Push inventory from Canix to each specific LeafLink account as needed.
Select which account to sync to when using the Sync Inventory to LeafLink modal.
You will see the account name associated with each Product underneath each Product's name!
Previously associated LeafLink products are shown with helpful labels, and new products can be selected or created.
3. Consolidated Reporting
View sales, inventory, and customer data across all connected LeafLink accounts.
Enable holistic brand-level or distributor-level reporting from Canix, replacing fragmented LeafLink exports.
Sales Reporting in Canix will pull across all Sales Orders created from each LeafLink account connected to Canix.
🧩 Setup & Configuration
Step 1: Connect Multiple Accounts
Navigate to Admin > Integrations > LeafLink.
Use the “Add LeafLink Account” button to connect a new account.
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Enter the LeafLink API Key.
✅ A green check confirms successful validation and autofills the account name.
❌ Invalid keys or duplicates show an inline error.
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Select Linked Facilities (multi-select required).
Only facilities the user has access to will appear.
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Optionally add a custom Account Name.
Must be unique across all connected accounts.
Configure if this is a sandbox account using the checkbox.
Use Update Key or Remove Key as needed after initial connection.
Step 2: Sync Orders
Orders from all connected accounts automatically sync into the LeafLink Orders table.
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Each order row now includes a “LeafLink Account” field showing the source:
Company Name
Step 3: Create & Sync Products
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When creating a new LeafLink product:
A new “Company” dropdown appears at the top of the modal.
Fields like “Category” and “Strain” are disabled until a company is selected.
💡 Best Practices
Account Naming: Use clear, unique names for each LeafLink account to aid in filtering and reporting.
Facility Assignments: Double-check that the right facilities are linked to each LeafLink account for accurate data access and product syncing.
Audit Regularly: Review order sources and inventory sync logs to ensure each LeafLink account is functioning as expected.
📈 Benefits
✅ Centralized Operations: One Canix dashboard for orders, inventory, and reporting across brands.
✅ Scalable Infrastructure: Ideal for distributors supporting multiple partner storefronts.
✅ Reduced Manual Entry: Eliminate redundant order creation and product syncing.
✅ Cleaner Data: Unified customer and product records mean better analytics and integrations.