About the AIQ <> Treez POS Integration
Review our Integration Grid for supported features.
Tor how to navigate the AIQ integration in their app, see Treez hosted documentation.
This article covers Treez POS connection for AIQ Marketing + Loyalty only. If you are looking for AIQ Ecommerce instructions, see Connect Treez POS to AIQ Ecommerce.
How to connect AIQ to Treez
Email [email protected] with your dispensary name. This name can be grabbed from your POS URL (https://<dispensaryname>.treez.io).
Include that you want the API keys released to AIQ and your contact information as an authorized staff member on your Treez account.
Navigate to Settings > Integrations, search for Treez and click the on it to open the integration card.
Fill out the credentials
Dispensary Name (Required)
API Key (Required)
Regions (Optional)
After these are filled in, click the Add Credential button. You will need to complete these steps for each location.
Scroll down to the Loyalty section and check off the box next to Required All users from this source have passed an age gate compliant with my industry.
Lastly, click the purple Connect button in the top right. You have now completed the minimum settings needed to connect your integration!
⚠️ Warning: DispensaryName needs to match EXACTLY like how it's displayed in the API/Portal URL given by Treez. It is usually alpha-numeric with no spaces or special characters and will error out if not the same.
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 Treez 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.
Additional AIQ Settings
The following additional settings are available on the Treez POS integration card in AIQ. To access them, navigate to Settings > Integrations, locate Treez and click on it to open the integration card.
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.
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.
Sync Personas / Sync Contacts
Enabling this setting allows AIQ to keep shopper records aligned between Treez and AIQ.
From POS to AIQ: Updates made to shopper profiles in Treez (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 Treez, a new shopper profile will be created in Treez automatically.
⚠️ Warning: The POS remains the source of truth — to change a shopper's contact info, update it directly in Treez so it flows through to AIQ. Syncing begins from the day it is enabled; existing records will not be retroactively synced.
Sync to relevant market / Sync to state
When enabled, AIQ will only sync contacts that belong to the region or state associated with the given credential.
Loyalty points imported on
If a date is filled in, AIQ will pull in loyalty points from Treez up to that date and stop afterwards. Use this in conjunction with Settings > Loyalty > Points accrual start date, setting that to the following day.
ℹ️ Note: This is a one-time sync. Once the date is set and points have been imported, this setting does not need to be updated again.
Mirror integration loyalty point values?
Pulls points from Treez but keeps loyalty settings managed within Treez.
⚠️ Warning: When Mirror Points is enabled, AIQ continuously overrides loyalty balances with values coming from Treez. 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.
Use AIQ's last backup
Freezes data from this source at the last audience run and stops AIQ from hitting the Treez API for new data.
⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.
Post-Cutover: Loyalty Redemptions via Treez
After the loyalty cutover date, AIQ is the source of truth for loyalty data. Treez and AIQ sync loyalty in one direction — Treez imports points into AIQ — but redemptions require an active step from Treez.
⚠️ Redemptions are not automatic: For a redemption to be reflected in AIQ, Treez must actively make a PUT API call to AIQ's wallet redemption endpoint. This requires the AIQ API Key and UID to be configured in Treez's loyalty settings. This is configured on Treez's side — it does not happen automatically. The integration will show no errors even if redemptions are not being transmitted to AIQ.
How to confirm Treez is sending redemption calls
In Treez, confirm the AIQ API Key and UID are entered in the loyalty settings.
After a test redemption, verify the shoppers's points balance in AIQ reflects the deduction.
If redemptions are not appearing in AIQ, contact Treez support to confirm their system is configured to send PUT calls to the AIQ wallet redemption endpoint.
AIQ x Treez: User Guide
Redeeming Discounts
Below is a discount redemption shopper flow from when a shopper enters the store to when they checkout. It includes screenshots from the AIQ digital wallet and Treez to give both the shopper's and the budtender's perspectives.
Pull Treez Customer Groups into AIQ
If you have Discount Groups set up in Treez, you can create audiences out of them in AIQ.
In Treez, create a group via Notes > Customer Groups
In AIQ, go to your Audience Builder and click Create Audience.
Build the audience using Custom brand trait / Discount Groups / contains / [NAME OF DISCOUNT GROUP IN TREEZ].
⚠️ Warning: The name of the group you enter in the AIQ audience builder needs to match the name as it's spelled in Treez in order for the audience to populate.
4. Click Save Audience and your Treez Discount Group audience will be created. Shoppers added to this group in Treez will automatically be added to the audience in AIQ.
You can also see what groups a specific shopper has been added to on your Personas page in AIQ. Search for the shopper and then click View and the Treez groups they are in will appear under Custom Attributes.
FAQs
Why do I have shoppers showing up as canceled signup in AIQ?
There are two scenarios that would cause a Treez shopper to show up as canceled signup in AIQ:; If a shopper is manually creating a profile in Customer management, there is an option to cancel sign-up. If they select that option, it will be changed to canceled signup and the profile will be deactivated.
The other option is an order is placed in the verification pending stage of fulfillment for a new shopper that has not previously existed in shopper management and they select cancel signup during the verification process. That will also change the name to canceled signup.
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 "treez" 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.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.