About the AIQ <> Greenbits Integration

Review our Integration Grid for supported features.

This article covers connection for AIQ Marketing + Loyalty.

How to Connect AIQ to Greenbits

Send your AIQ Onboarding Specialist the Greenbits login credentials that have View Customer, Update Customer, and Enable Backoffice permissions enabled. We will need the following:
Username
Password
Associated Email
Locations where the access should apply should be checked (the checkbox list at the bottom of the Create or Edit User page in the back office)
Indicate if your location will have medical patients or not
After AIQ recieves this information, we will generate the token and enable your Greenbits the connection. We will notify you of this connection.

How to Map a Store

Navigate to Settings -> Company Account > Retail Store
Click Edit on the store you wish you map
Under Store Mappings you'll see the Greenbits symbol
Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.

AIQ \<> Greenbits: User Guide

Redeeming Discounts

All discounts will need to be mirrored from AIQ and then also in Greenbits.

Additional AIQ Settings

The following additional settings are available on the Greenbits integration card in AIQ. To access them, navigate to Settings > Integrations, locate Greenbits and click on it to open the integration card.

Use AIQ's last backup

Freezes data from this source at the last audience run and stops AIQ from hitting the Greenbits API for new data.

⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.

Pulling patient lists is optional

If enabled, pulling patient lists is deemed optional.

Sync Personas / Sync Contacts

Enabling this setting allows AIQ to keep shopper records aligned between Greenbits and AIQ.

From POS to AIQ: Updates made to shopper profiles in Greenbits (e.g., name, email, phone number, or date of birth) will flow into AIQ.
From AIQ to POS: If a shopper signs up through an AIQ form and no existing match is found in Greenbits, a new shopper profile will be created in Greenbits automatically.

⚠️ Warning: The POS remains the source of truth — to change a shopper's contact info, update it directly in Greenbits so it flows through to AIQ. Syncing begins from the day it is enabled; existing records will not be retroactively synced.

Send SMS double opt-ins to Personas who purchased after

Sends an SMS double opt-in request to shoppers with a phone number who had a sale on or after the date you specify. Takes 24 hours to trigger.

⚠️ Warning: If this setting is removed after it has been set, it can cause loyalty Personas to be lost if they only became a member through this setting and did not use a signup form. We do not recommend changing this after it is set.

Enroll Personas in loyalty program who purchased after

Automatically enrolls shoppers in the loyalty program if they had a sale on or after the date you specify. Enrolled shoppers earn points for sales on or after that date. Takes 24 hours to reflect.

Loyalty points imported on

If a date is filled in, AIQ will pull in loyalty points from Greenbits up to that date and stop afterwards. Use this in conjunction with Settings > Loyalty > Points accrual start date, setting that to the following day.

Mirror integration loyalty point values?

Pulls points from Greenbits but keeps loyalty settings managed within Greenbits.

⚠️ Warning: When Mirror Points is enabled, AIQ continuously overrides loyalty balances with values coming from Greenbits. Freezing or disconnecting the integration will not stop this behavior — it only leaves the last mirrored balance in place.

ℹ️ Note: Points mirroring is not supported by First In, First Out (FIFO) Point Expiration. Please use legacy Points Expiration setting if you would like to Mirror Points from your POS system.

FAQs

Can you delete personas that flow into Greenbits from AIQ?

You cannot delete personas in AIQ or in Greenbits directly. In either case the shopper has to use the opt-out/delete feature in their respective apps, so be careful with using this 2-way sync.

How long does it take before I start to see my POS data in AIQ?

Within 24 hours, you should see data populating in AIQ

How can I confirm that the integration is active and signups are being sent?

Look under your Personas page in AIQ. The integration is functioning properly if you see "Greenbits" under the Sourced from column

I am getting an account notification that I have unmapped stores, how can I fix this?

Once you see data coming through AIQ, you must "map" the API key to the store(s) to assign a "favorite store" to the shopper. See How to Map a Store above for directions on how to accomplish this.