How to Setup the Headset Integration
Headset is a technology-driven enterprise specializing in delivering advanced business intelligence solutions tailored for the cannabis industry. Their comprehensive suite of services caters to the diverse requirements of businesses within this sector, including growers, extractors, processors, and retailers. By seamlessly integrating POSaBIT with Headset, you gain access to a wealth of invaluable customer insights and analytics.
To initiate the integration of Headset with POSaBIT, please follow the step-by-step guide below:
1. Begin by logging into the POSaBIT POS portal.
2. Navigate to the 'Settings' tab located at the top of the portal, then click on the dropdown menu and select 'Integrations'.
3. On the Integrations page, you will find a 'New API Token' button in blue. Click on it to proceed.
4. Fill in the necessary fields to create a new API key, ensuring to provide the following details:
- Name: (i.e. Headset API Token)
- Expires: We recommend setting an expiration date well into the future (e.g., 01/01/2099).
- Description: This field is optional.
- Permissions: Choose 'Venue Data Access' and 'Enhanced Customer Data Access'.
Permissions explained: Venue Data Access permission grants access to inventory and product data, as well as the following customer information:
"first_name": "Jane",
"last_name": "Doe",
"birth_year": null,
"gender": "female",
"telephone": "5551111111",
"email": "test@gmail.com",
"active": true,
"sms_opt_out": false,
"sms_opt_in": true,
"signature": "",
"address": "",
"zipcode": "98033",
"city": "",
"state": "WA",
"birthday": null,
"customer_type": "medical",
"terms_agreed": false,
"points": 105
*Please note: Enhanced Customer Data Access' must be checked as a permission for customer gender, birth year, and phone number to be pulled into Headset.
5. After entering the required information, Save your settings.
6. You will be redirected to the integrations page, where you can view the API token that has been successfully generated.
7. Copy this token and promptly transmit it to the Headset team to facilitate the seamless completion of the integration setup.
Thank you for choosing Headset and POSaBIT for your cannabis business intelligence needs. This integration promises to provide you with a comprehensive and sophisticated analytical toolkit to elevate your operations.
Please reach out to POSaBIT or Headset support for any further help.
