If you’re having trouble with the LeafLink integration, for example, if orders aren't syncing, or you don't see products appearing, please review this entire article to ensure you're following all the steps for success.

Haven't set up your integration yet? Read this article first.

⏱ Be aware of default sync times:

🚀 You can enable faster syncing for products and orders so they'll sync within seconds

🧍🔄🧍Make sure all LeafLink sales reps are connected to Distru users

In Distru:

  1. Go to Settings → Integrations → LeafLink

  2. Click the Users tab

  3. Map every Distru User to a LeafLink User

📦 🔄 📦 Make sure all of your LeafLink products are connected to Distru products (or vice versa), and note, there are a couple ways to do this:

How to automatically sync your products in the integration settings:

How to sync LeafLink products to Distru products in the product form:

Connecting LeafLink products to Distru products on the product form

In Distru:

  1. Create a new product in Distru (must be package or batch tracked), fill in details, and click Create Product. NOTE: A Distru product can only be connected to an existing LeafLink product if both have the same unit type.

  2. Edit the product and click the LeafLink tab

  3. Enable “Select the LeafLink product to connect this Distru product to”

  4. Select the corresponding LeafLink product

  5. Click Update product and wait 10 minutes for it to sync to LeafLink

How to sync Distru products to LeafLink products in the product form:

Connecting Distru products to LeafLink products

In Distru:

  1. Create a product in Distru, or edit an existing product

  2. Click the LeafLink tab

  3. Enable “Select the LeafLink product to connect this Distru product to”

  4. Click “Create LeafLink product”

  5. Fill in all required fields

  6. Click Update Product and new product will sync to LeafLink after 10 minutes

✏️ If you need to make changes to products after they are synced, always update Name, Price, SKU, and Unit Type in Distru (not the other way around)

In Distru:

  1. Edit product

  2. Update fields (note you can't update Unit Type once product has inventory)

  3. Click Update Product

📦 Be aware that LeafLink products can be configured to be sold in Cases

In LeafLink:

  1. Edit product

  2. Check "Sell in Multiples"

  3. Indicate how many individual units per case

  4. Save

🧍➡️ 🧾 Make sure there is at least one sales rep assigned to every order in LeafLink

In LeafLink:

  1. Open the sales order in LeafLink

  2. Click Actions

  3. Select Edit Sales Representatives

  4. Assign at least one sales rep and Update Order

💰 In LeafLink make sure "Require Order Payment Term" is disabled, otherwise orders will remain in Submitted status and require a manual adjustment to payment terms for every order

In LeafLink:

  1. Got to Settings

  2. Click the Orders tab

  3. Make sure "Require Order Payment Term" is unchecked

🚛 Make sure you’re using Transfer Templates or Manually Matching with a Metrc Transfer to create Metrc manifests

Transfer Templates

In Distru:

  1. Open the Sales Order and click the three dots next to the order number

  2. Select Create Transfer Template

  3. Fill in the details and Create Transfer Template

  4. In Metrc, go to Transfers → Templates. The name will be Sales Order number from Distru. Click Use

  5. Make any necessary changes, then Register Transfer

  6. Once the outgoing transfer has been created in Metrc, Distru will detect it and automatically match it to the Sales Order and mark it as “Completed” in Distru and LeafLink

Manually Matching with Metrc Transfer

In Distru:

  1. Open the Sales Order and click the three dots next to the order number

  2. Select Match with Metrc Transfer

  3. Select transfer to match the Sales Order with

  4. Add packages for each line item

  5. Submit and confirm matching the sales order with the Metrc transfer

📆 Make sure you add a delivery date to your Sales Order in Distru. This will populate the Ship Date in LeafLink

In Distru:

  1. Edit order

  2. Add Delivery Date and Update Order

  3. Wait 3 minutes

In LeafLink:

  1. Confirm the Ship Date populates with the same Delivery Date you just selected in Distru

⬅️ ➡️ Make sure you don’t delete orders in Distru, or they will automatically be Rejected in LeafLink. Here's how orders map:

📲 If syncing errors occur that need attention, company admins or any additional error email recipient (can be configured in integration settings) will receive an automated email that details what needs to be fixed. Emails look something like this:

🗣 If you tried all of the above and are still experiencing issues, reach out to support via the chat bubble or contact your CSR.

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