Retail | BLAZE x Onfleet Integration

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:

 

Set Up in Onfleet

1. In Onfleet, 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 

 

 

2. Create a Hub

  • Navigate to Settings > Teams > Hubs
  • Click the + button
  • Enter the name of your hub

  • Click the Create Hub button
  • Repeat as necessary 
  • 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. 

 

 

3. Create a Team

  • Navigate to Settings > Teams > Teams
  • Click the + button
  • Enter the name of your team

  • Select the Hub to associate the team with 
  • Click the Create Team button
  • Repeat as necessary 
  • 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. 

 

 

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

  • Click the Save button
  • Repeat as necessary 
  • NOTE: If you're interested in our 2-Way integration, send us an email at support@blaze.me 

 

 

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 

You will be able to track any and all error messages, by date and timestamp in this section. Here is an article explaining the common error messages we have seen. 

 

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

 

 

 

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

  

 

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

 

 

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

 

 

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

  • 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. 

 

 

 

Review Common Onfleet Errors

To review a list of common Onfleet errors, please review our Common Onfleet Errors guide