With the Onfleet integration, you can send delivery orders from your Treez portal into Onfleet automatically and in real-time. Follow the steps below to set up your Onfleet integration.
NOTE: You must have an Onfleet Launch plan (or above) in order to integrate with Treez.
Step 1: Create or obtain an Onfleet API key by going to the 'API & Webhooks' tab in your Onfleet dashboard settings. For additional information, reference these instructions.
Step 2: In your Treez portal, navigate to Configuration > Config Page > Integration > Delivery Integration.
Step 3: Select ONFLEET from the first dropdown.
Step 4: Enter your Onfleet API key in the 'API Key' field.
Step 5: Using the ‘Onfleet Teams’ dropdown, you can assign all orders from your dispensary to a delivery team created in Onfleet. By default, ‘None’ will be chosen.
NOTE: Delivery teams must be created in Onfleet in order to appear in Treez.
Step 6: In the 'Send to Delivery Status Threshold' section, select at what stage you'd like Treez to send orders to Onfleet.
Step 7: Click Save.