Table of Contents

My LeafLink Order Won’t Sync with Flourish

Orders in LeafLink are supposed to sync to Flourish's outbound module. But what happens when an invoice doesn't come over properly? Here are a few quick tips to pull that order over to Flourish.

You have an order in LeafLink, but the order isn’t appearing in Flourish’s Outbound module. There are a few reasons why this might happen, so let’s check the following:

See what the error is.

Flourish Software displays why orders do not sync from and to Leaflink. Follow the steps below to see why the order did not sync:

  1. Click to go to Settings
  2. Select Integrations
  3. Click on the Pencil icon next to Leaflink
  4. Go to the Sync Errors tab
  5. Select By Order next to
  6. Paste the order ID from Leaflink and see the information in the ERROR MESSAGE section.
Learn more about Leaflink Error logs - find Leaflink integrations errors.
Getting New Orders into Flourish

When LeafLink sends us an order that is not in Flourish yet, we will attempt to import it into Flourish.

We support creating new Flourish orders for the following LeafLink statuses:

  • Submitted
  • Accepted
  • Backorder

If you see a LeafLink order that isn't in Flourish, and the status is not listed above, you can try to change the status in LeafLink to get it to import.

Updating Orders Already in Flourish

When LeafLink sends us an order that is already in Flourish, we will attempt to update it into Flourish.

We support updating existing Flourish orders for the following LeafLink statuses:

  • Submitted
  • Accepted
  • Backorder
  • Rejected - Will be Cancelled in Flourish.
  • Combined
  • Cancelled
  • Shipped

If you see a LeafLink order that hasn't updated in Flourish, and the status is not listed above, you can try to change the status in LeafLink to get it to update.

Check the Sales Rep

If the default facility for your orders says Match on Sales Rep on the Integrations page, you’ll need to make sure that the sales rep on the order in LeafLink matches a sales rep in Flourish. If the sales rep in Flourish is not mapped to one in LeafLink, the order won't appear.

  1. In Flourish, navigate to Settings > Integrations > LeafLink.
    1. If the highlighted section in the image above says Match on Sales Rep, read on!
    2. If it does not, there's another reason your order hasn't synced to Flourish.
  2. In LeafLink, check the name and email of the sales rep.
  3. In Flourish, navigate to Settings > Distribution > Sales.
  4. Look to see if the sales rep exists in Flourish.
    1. If not, follow these steps to create one.
If the sales rep exists - make sure the sales rep matches the one in Leaflink (Click to expand).
1. Click the Configure icon next to their name.
2. Ensure that their first and last name and email address match the sales rep on the LeafLink order.
3. Is your sales rep missing an email address? Make sure to enter it here and click Save.
4. Update their facility if needed – the facility on this page is where the order will sync.
5. Click Save to save your changes.
  1. Go back to LeafLink and edit and save the order to push it to Flourish.

Update the Customer's License Number

Flourish maps Destinations with customers in LeafLink by matching up their license numbers. If the license number is missing in LeafLink, the order won't appear in Flourish.

If you create a customer in LeafLink, be sure to enter their license number! The first time you create an order for the customer, Flourish will create a destination with their license number.
  1. In LeafLink, edit the customer to include their license number.
    1. If the customer already has a license number in LeafLink, copy and paste it into Flourish to make sure they match.
  2. In Flourish, navigate to Settings > Distribution and locate the customer.
  3. Click on their name to edit their profile.
  4. Copy the license number from LeafLink and paste it in the State License # field.
  1. Click Save Destination to save your changes.
  2. In LeafLink, navigate back to the order, edit, and save it without making any other changes to push it to Flourish.
Please allow up to five minutes for the order to populate in Flourish’s Outbound module.

Still Need Help?

Please contact the support team and let us know the following:

  • The name of your facility in Flourish.
  • The LeafLink order ID you’re having trouble with.
  • The names of the items on the order.

How did we do?

LeafLink Troubleshooting 101

My Item Won't Sync with LeafLink

Contact