Creating a new Treez Integration

We will walk you through the steps to create a new Treez connection in Appature.

TABLE OF CONTENTS

• Permissions
• Navigating to connection setup
• Creating a Treez connection

Permissions

In order to create a new data connection of any kind, including Treez, the user must be an admin. Otherwise, you will not see the "configuration" menu. 

Navigating to connection setup

Review this article for an in-depth process of navigating to the new connection screen: Setting up a new connection

Here is a short summary:

1. Navigate to the configuration module in the top module-selector
2. Go to "Connections"
3. Select "New Connection"

Creating a Treez connection

1. Once you are in the "New connection screen, you will be taken to the connection selection menu:
   
   
   
   
2. Select the "Treez" option by clicking the "+" button
   
   
   
3. You will then be taken the Treez API screen. Click the "Add Treez API Key" button
   
   
   
4. A popup with then prompt you to enter your Treez API key, along with the state the key belongs to.
   
   
5. To generate a Treez API key, see our Treez documentation (article link)
   
   
6. If you have multiple keys you need to enter for multiple dispensaries, you will need to enter each dispensary key individually.
   
   
7. Enter the display name of the dispensary
8. Once your key is entered, click the "Add" button. Appature will then begin syncing all your Treez data. It will take up to 3 hours to sync all the data.