OVERVIEW
If you use BioTrack, getting it connected with Distru will be one of the most important steps of getting started.
While some of the steps outlined in this article are possible to do by admins in Distru, you'll need the help of your Distru Implementation Specialist to get your account initially connected with BioTrack. This takes just a few moments, and will get taken care of on your initial Onboarding Call!
These steps will take place in the BioTrack integration settings in Distru via:
1. Setup before entering BioTrack API Credentials (BioTrack UBI)
The first step required to link Distru and BioTrack together involves pasting the BioTrack UBI into Distru settings.
The BioTrack UBI (Universal Business Identifier) is a unique number that BioTrack issues to every company given access to BioTrack.
This information is provided to BioTrack users as a required field upon logging into BioTrack.
Please obtain the BioTrack UBI from your business's internal BioTrack documentation or compliance officer in order to complete this step.
a. Preferences for how companies should be auto-created in Distru from BioTrack
Once a BioTrack UBI is entered into settings, a required field upon setting up the integration requires specifying how you prefer vendors in BioTrack to be auto-created in Distru once the integration steps are completed.
🔥 With Distru's integration to BioTrack, Distru will automatically create a company within Distru for every vendor in the BioTrack account's state! This saves a ton of time with maintaining companies across both platforms. 🔥
The two current options are:
Create one company per BioTrack license in the state (preferred if you intend to use the LeafLink integration).
Create one company per BioTrack vendor in the state and attach potentially multiple licenses per company.
2. Company BioTrack API Credentials (API Key)
Once the BioTrack UBI has been set and your account is BioTrack enabled:
navigate to the next section called 'Enter the company BioTrack API credentials'
Click 'Add Company BioTrack API Credentials'
Enter the following info and click 'Create'
Description
BioTrack Username
BioTrack Password
BioTrack UBI vs BioTrack API credentials
Once the main Admin on the Distru account has added the UBI (step #1 of the BioTrack integration), every user will have that UBI auto-filled as their UBI key in settings
Every Distru user that has access to BioTrack will be required to specify their own BioTrack API credentials under their own Distru login
This can be applied either:
Settings, then clicking Add Your BioTrack API Credentials
Settings > Integrations > BioTrack, step #2
3. Sync BioTrack licenses to Distru
Distru will automatically populate the available licenses to sync from BioTrack, derived from BioTrack login specified during step #1
To choose which licenses to sync from BioTrack to Distru, click on '3. Sync BioTrack licenses to Distru'
Then click on the BioTrack License Number dropdown to pick a license
Finish filling out the details and desired toggles, and click 'Create License'
Next steps
The remaining steps in Distru's BioTrack integration page are separated into another article due to the next steps in the onboarding process (Creating Locations) necessitates in Distru. Check out that article by clicking here.