Onfleet is one of the many 3rd party platforms BLAZE integrates with! Onfleet is a software company that helps businesses manage their deliveries using route optimization. Follow this guide for steps to set up your Onfleet integration!
IMPORTANT: Route optimization is a required "add on" in Onfleet.
Onfleet Overview
1. Review Onfleet FAQ
2. Set Up in Onfleet
3. Set Up in BLAZE
4. Enable 2-Way (optional)
5. Send a Task to Onfleet
6. Review Common Onfleet Errors
Review Onfleet FAQ
Before integrating with Onfleet, please review our FAQs:
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Onfleet FAQ
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Onfleet 2-Way FAQ
Setting up Onfleet
1. In Blaze, create an API key:
- Navigate to Settings > API & Webhooks
- Click the + button
- Enter the name of your shop
- Click the Create Key button
- Once generated, select the new key and click the Edit button
- Copy the Key
- Repeat as necessary
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2. Create a Hub
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- Navigate to Settings > Teams > Hubs
- Click the + button
- Enter the name of your hub
- Either use the checkbox Use coordinates OR enter the address of your hub
NOTE: If your team has already been created, associate it with your hub at this time. If it is not, skip for now. - Click the Create Hub button
- Repeat as necessary
3. Create a Team
- Navigate to Settings > Teams > Teams
- Click the + button
- Enter the name of your team
NOTE: If your Drivers have already been created, associate it with your team at this time. If they are not, skip for now.
NOTE: If your Dispatchers have already been created, associate it with your team at this time. If they are not, skip for now. - Select the Hub to associate the team with
- Click the Create Team button
- Repeat as necessary
Set Up in BLAZE
1. In BLAZE, add generated API key
- Navigate to Global Settings > Integration Settings > Onfleet > Click into the Shop tab
- On the desired shop, click the Link button
- Paste the copied API key generated in Onfleet
- Click the magnifying glass
- Select your Hub
- Set Status to enabled
NOTE: If you're interested in our 2-Way integration, send us an email at support@blaze.me - Click the Save button
- Repeat as necessary
2. Synchronize your team with Onfleet
- In Global Settings > Integration Settings > Onfleet, click into the Teams tab
- Select the desired shop
- Click the Sync Teams button
- Repeat as necessary
3. Synchronize / Create employee with Onfleet team
- Global Settings > Integration Settings > Onfleet > Employee tab
- On the desired employee, click the Link button
- Select the desired team to synchronize with this employee:
- If an employee profile exists in Onfleet with the same number, it will sync the BLAZE employee with the Onfleet worker ID
- If an employee profile does NOT exist in Onfleet with the same number, a new employee in Onfleet will be created
NOTE: Ensure your employee's BLAZE profile has a valid number saved
- Repeat as necessary
NOTE: Only one team may be associated with each BLAZE employee
Onfleet Shop Settings
- Blaze's Onfleet shop settings will be located within the Onfleet tab
- Global settings > Integrations > Onfleet > Shop Settings > "Edit" > toggle information as needed > "Save"
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Enable Unassigned Onfleet Order
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Enable Driver assignment in Dispatch for Onfleet
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Enable Colored Pins
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Color Mapping - To distinguish orders for Same Day, Next Day, or Beyond Next Day you can color code the orders to easily identify the delivery timeline.
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Order Notes
- Additionally you can enable or disable order notes from the Global Settings in Blaze.
- Global settings > Integration settings > Onfleet > Onfleet settings > "Edit" > toggle the information below as needed > "Save"
This information will contain: -
Subtotal
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Applicable Discount Amount
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Applicable Excise Taxes
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Total Tax OR Granular Tax
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Applicable Promotions Name(s)
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Applicable Rewards Name(s)
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Applicable Order Tags
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Paid Status
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Product Info:
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Product's Value (Retail Value OR Sale Price)
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Brand
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Product Name
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WPU
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Product SKU
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Batch UID (Unique number)
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Batch Tracking System Label
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Enable 2-Way (optional)
Our 2-Way integration allows changes in Onfleet to be sent to BLAZE. Without this enabled, changes in Onfleet do NOT get sent to BLAZE.
1. If you are interested in learning more about this feature, please review our Onfleet 2-Way FAQ or if you want to enable this additional feature, please reach out to us at support@blaze.me or billing@blaze.me.
NOTE: We are currently offering a FREE 14-day trial!2. Once the 2-Way add-on is enabled, you'll need to set a few settings to customize your integration
- Navigate to Global Settings > Integration Settings > Onfleet
- Click the Update button of the desired pin
NOTE: Under 2-Way Assignment, it will say "Disabled" if the add-on is enabled for you to use, or "Unavailable" if the add-on is disabled for you to use - Enable the 2-Way Assignment toggle bar: Allows information from Onfleet to communicate with BLAZE
- Enable 2-Way Update Schedule (optional): Allows schedule updates made in Onfleet to appear in BLAZE
- Enable 2-Way Send to Unassign (optional): Sends task to "Unassigned" in BLAZE if assignment in Onfleet fails
NOTE: 2-Way Assignment must be enabled if you want to enable 2-Way Send to Unassign - Enable 2-Way Auto-pack (optional): Assigns the Driver as the packer of the order if the order is unpacked in BLAZE
NOTE: 2-Way Assignment and 2-Way Send to Unassign must be enabled if you want to enable 2-Way Auto-pack - Click the Save button
Member Notes
- Navigate to Global Settings > Integration Settings > Onfleet > Settings > Member notes
Available information within the member notes will contain
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Member ID
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Member Group
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Member Tags
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Consumer Type
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DOB
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Joined Date
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Last Visit Date
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Number of Completed Transactions
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Total Loyalty Points
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Estimated Points Earned on order
You can select which member data from Blaze is sent over to Onfleet by selecting "Edit" > toggle the information as needed > "Save"
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- Navigate to Global Settings > Integration Settings > Onfleet > Settings > Member notes
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Send a Task to Onfleet
At this time, tasks can only be sent to Onfleet using our web platform. Our apps do not currently support this functionality. Using our web platform, tasks can be sent to Onfleet from our POS section, Dispatch section (most common), Delivery section, or Member section.
POS Section
You can assign a task / transaction in Onfleet from the POS section with the “Re-Assign” action.
- Using our web platform, navigate to BLAZE Retail > POS
- Select the desired Queue
- Click the Select Action button
- Select Re-Assign
- Select the desired Driver (Assigned Employee)
- Select the desired Onfleet Team
- Click the Save button
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Dispatch Section
You can create a task / transaction in Onfleet from the Dispatch section as well as with the “Re-Assign” action.
- Using our web platform, navigate to BLAZE Retail > Dispatch
- Search and select the desired Member
- Select the desired Method and click the Continue button
- Add items to the cart, apply any notes, promotions, discounts, and / or rewards
- Click the Assign a Driver button
- Select the desired Driver by clicking the Assign Driver button
- Select the desired Onfleet Team
- Click the Save button
Delivery Section
You can assign a task / transaction in Onfleet from the Delivery section as well as with the “Re-Assign” action.
- Using our web platform, navigate to BLAZE Retail > Delivery > Delivery Map
- In the Queue, find the desired Member and click the Choose Action button
- Select View
- Click the Assign or Re-assign button on the desired Driver
- Select the desired Onfleet Team
- Click the Save button
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Member Section
While adding a member to the queue you can add a transaction to Onfleet by checking “Create a task on Onfleet.” You can also select a team to assign the employee to.
- Using our web platform, navigate to BLAZE Retail > Member
- Search and select the desired Member
- Click the Add to Queue button
- Select the desired Driver (Assigned Employee)
- Select the desired Onfleet Team
- Click the desired Queue button
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- NOTE: This will assign an empty order to the selected driver. Once the order is updated with items, you will need to re-assign the order to an Onfleet team in order to remove the "Cart is Empty" error.