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Treez

This article will walk you through the necessary steps to successfully create a Surfside Source integration with Treez​

Once Completed you will be able to​

  • Create and model audiences based on Treez transactions
  • Measure your Advertising and Marketing campaigns tied to Treez transactions

Setting up your Treez integration:​

  1. Email support@treez.io with your dispensary name (https://dispensaryname.treez.io) . Include the vendor you want the API keys released to (Surfside) and your contact information as an authorized user on your Treez account. From here Treez will email your keys and other necessary information in the format below

        Your API request has been fulfilled!
        API Key: KKAMSH881JSHSYCOABNS
        API URL: https://api.treez.io/v2.0/dispensary/dispensaryname/
        Portal URL: https://dispensaryname.treez.io
  1. Once you receive the keys, please share with your Surfside account manager

For self service customers please log in to Surfside dashboard and head to Create Source, select Commerce set type to Treez. Enter your Store Name, enter API key, set lookback period and schedule dates and save Source.

  1. Login to your Surfside account and create a new Source by going to https://app.surfside.io/create/source
  1. Select your Account and a define a Name for your new source, select Commerce as the source type.
  1. Select Treez as your Commerce datasource
  1. Enter the API Key and Dispensary name provided in Step 1 and define the Start Date you would like to import data from.
  1. Define a schedule frequency and click Review.
  1. Select the desired streams to import, click Save and then Finish to create your new Treez Source.
  1. You have now completed the Surfside / Treez integration.