NOTE: The following applies only for BioTrack enabled New York licensees after the BioTrack migration has been completed.
BioTrack New York mandates that licensees authorize Treez as their designated integrator to connect with their BioTrack license before Treez can begin reporting activities to the State Tracking System (STS). Unlike other BioTrack markets, the authorization process in New York involves OAuth authentication. This method requires an admin user of the license to enter their credentials to confirm integration approval. It is crucial to note that this approval must be renewed every 100 days. Failure to renew the OAuth approval before it expires will result in Treez losing its reporting capabilities to BioTrack on behalf of your license. Thankfully, the authorization process is straightforward.
Prerequisites
You must have an Admin user account for your BioTrack license. If you are not sure what your Admin user credentials are, please reach out to BioTrack and/or the Office of Cannabis Management.
Your Treez user must have the Configuration > Config Page permission in Role Management
You must have your BioTrack license configured in Organization Management
To authorize Treez as your integrator of choice and begin integrating with BioTrack, please follow these steps:
Login to Treez by visiting https://app.treez.io
Select the SellTreez location you wish to authorize from the store selector in navigation menu on the left side of the screen.
Navigate to Configuration > Config Page from the navigation menu on the left side of the screen.
Select the "Integration" page.
Click the "BioTrack Access: User Credentials" to expand the view.
Click the blue "Register User Credentials" button
Now enter each of the required fields:
UBI - This is the BioTrack Universal Business Identifier for your organization
License - This is the BioTrack location license for the specific retail location you are configuring.
NOTE: This may be slightly different than your OCM license number.
Username - This is the email address associated with your BioTrack admin account.
Password - This is the password associated with your BioTrack admin account.
Click the blue "Generate Link" button below the form your just filled out to submit the Authorization request to BioTrack.
Note that it may take a few seconds to open the BioTrack Authorization confirmation screen after your click the "Generate Link" button.
A new screen will open in your browser that is generated by BioTrack. This screen will show you come details about the Authorization request including:
Company - This should say "Treez Inc". If this does not say Treez Inc, do not proceed.
Application - This should say "Treez".
UBI - This should show your organizations unique Universal Business Identifier (UBI) as issued by BioTrack and entered on the previous screen.
Access Type - This should say "Integrator".
Location - This should list your BioTrack location license as entered on the previous screen.
Resource - This should say * indicating that you are authorizing Treez to access all BioTrack resources related to the UBI and License number listed.
Operation - This should say "read_write" indicating that Treez can read your BioTrack data and write data back to BioTrack on behalf of your license.
"Read" BioTrack data allows Treez to retrieve data from BioTrack related to your license such as Inventory Transfers, Users, Sales, Adjustments etc.
"Write" BioTrack data allows Treez to send data back to BioTrack related to your license such as reporting sales, adjustments, inventory Transfers, creating users etc.
Below the above information will be 3 input fields:
Username - This is the BioTrack admin account username (email) you entered on the previous screen.
Password - This is the BioTrack admin account password you entered on the previous screen.
UBI - This is the BioTrack Universal Business Identifier entered on the previous screen and displayed above.
Click the green "Grant Access" button below the input fields.
Click back on the Treez tab in your browser and within a few seconds you should see the page update with a new "Created At" and "Expiration Date" field, indicating that the authorization has been successful.
Created At - This will be the date that the authorization was first created
Expiration Date - This is the date the BioTrack authorization will expire. To avoid any service interruptions with BioTrack functionality, licensees must reauthorize Treez as their integrator of choice on or before this expiration date.