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Guide to the Canix and MyTrace Integration

Stacey H.
  • Updated

Sync your product catalog, retail accounts, and sales orders between Canix and MyTrace.

Prerequisites

Before you begin, make sure the following are in place:

  • You have an active Canix account with products, accounts, and/or sales orders.
  • You have admin-level access to MyTrace.
  • Your brand (e.g., "Canix") has been created under Company Management > Brands in MyTrace, with at least one active licensee.

Step 1: Configure Your Licensee for Canix

Each licensee that will sync with Canix needs to have the correct external platform settings enabled. This tells MyTrace where to pull data from.

  1. Navigate to Company Management > Brands and select your brand (e.g., "Canix").
  1. Click the licensee you want to configure (e.g., your California licensee).
  1. On the Licensee page, click Edit in the top-right corner to open the Edit Licensee Details form.
  1. Set the following fields:
    • External order platform active? — Select Yes.
    • External Platform — Select Canix from the dropdown.
    • Order update emails active? — Toggle to Yes if you want email notifications when orders are updated.
  2. Verify that the Name, Email, Address, License Number, and License Expiration Date are all accurate.
  3. Click Update to save your changes.

Tip: You can also access platform-specific configuration by clicking the Config button on the licensee page and selecting Edit Canix Config.

 

Step 2: Import Products from Canix

Product imports happen in two stages: first you import Product Categories, then you import the individual Products within those categories.

To begin, navigate to Admin > Data Management. Scroll to the Canix section where you'll see three import options: Import Products, Import Accounts, and Import Sales Orders.

 

Stage A: Import Product Categories

  1. In the Canix section, click Import Products
  1. Select the Update option to proceed to the category import page.
  2. Click the Filters button and set:
    • Brand — Select your brand (e.g., "Canix").
    • Country — Select "United States" (or your applicable country).
    • State — Select your state (e.g., "California").
  3. Click the Trace button to fetch product categories from Canix.
  5. MyTrace will display all product categories with tabs showing counts for All, New, and Existing items. Categories that already exist in MyTrace show a green checkmark in the "Exists?" column.
  1. Select the categories you want to import by checking the boxes next to each one. Use the "select all" checkbox in the header to select everything at once.
  2. Click Submit to import the selected categories into MyTrace.

 

Stage B: Import Products

  1. After importing categories, you'll be directed to the Canix – Products page. If not, return to Admin > Data Management > Canix > Import Products and proceed past the category step.

 

  1. Apply the same Brand, Country, and State filters, then click Trace to fetch products.
  2. MyTrace will display all products. Items that already exist appear with a green checkmark; new items are highlighted in red.
  3. For each new product, you must assign a MyTrace Category using the dropdown in the rightmost column. This maps the Canix product to the appropriate product category in MyTrace.
    • Products that already exist in MyTrace will display "exists in MyTrace" instead of a dropdown.

 

  1. Once all new products have been assigned a category, click Submit to complete the import.

Tip: After import, verify your products under Company Management > Products. Each product category will show its associated products along with visibility status and location assignments.

 

Step 3: Import Accounts from Canix

  1. Navigate to Admin > Data Management.
  2. Scroll to the Canix section and click Import Accounts.

 

  1. The Canix – Accounts page will load. Click Filters and set:
    • Brand — Select your brand.
    • Country — Select your country.
    • State — Select your state.
  2. Click the Trace button to fetch accounts from Canix.

 

  1. MyTrace will display all accounts with tabs for All, New, and Existing counts. Each account shows its name, Canix ID, address, whether it already exists, and its license number.
  2. Select the accounts you want to import — choose individual accounts or use the "select all" checkbox.

 

  1. Click Submit to import the selected accounts.

A green confirmation banner will appear when the import succeeds (e.g., "Imported 1 account(s) from Canix!").

 

 

Imported accounts will appear under Sales > Accounts with a status of "Active – Current payments." Each account page displays details including email, license number, shipping address, brand assignment, and any recent orders.

 

 

Step 4: Import Sales Orders from Canix

  1. Navigate to Admin > Data Management.
  2. Scroll to the Canix section and click Import Sales Orders.

 

  1. The Canix – Sales Orders page will load, showing a list of accounts that have sales orders available for import. Each entry displays the account name, Canix ID, and shipping address.

 

  1. Check the Filter orders by brand option to limit results to your brand.
  2. Apply your Brand, Country, and State filters using the Filters panel.
  3. Select the accounts whose orders you want to import, then click Load Multiple to import all orders for those accounts at once.

Imported orders will appear on the relevant account page under "Recent Orders" with details like order number, date, status, balance, and total.

 

Step 5: Push Orders Back to Canix

You can also create orders in Canix directly from a MyTrace sales order. This is useful when you need to sync a finalized or updated order back to your Canix account.

  1. Navigate to an existing sales order (e.g., under Sales Orders > Order).
  2. Click the More button (three dots icon) in the top-right corner of the order page.
  3. Select Canix – Create Order from the dropdown menu.

 

  1. A dialog will appear showing the order details pre-populated from MyTrace:
    • Account and Canix ID
    • Payment Terms, Ship Date, and Payment Due date
    • Facility — Select the appropriate Canix facility from the dropdown
    • Line Items — Each item is listed with quantity, price, and the corresponding Canix Item mapping
  2. Review the details and click Submit to push the order to Canix.

 

Tips & Best Practices

  • Import order matters. Always import Product Categories before Products, and Products before Sales Orders. Accounts should be imported before Sales Orders as well.
  • Category mapping is required. Every new product imported from Canix must be mapped to a MyTrace product category before it can be submitted.
  • Check for duplicates. Use the "Existing" tab during imports to review items that already exist in MyTrace and avoid creating duplicates.
  • Keep licenses current. Ensure your licensee's license number and expiration date are up to date in both Canix and MyTrace for smooth syncing.
  • Use filters consistently. Always apply Brand, Country, and State filters before clicking Trace to ensure you're importing the correct data for the right licensee.

Need Help?

If you run into any issues with the Canix–MyTrace integration, reach out to the Canix support team:

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