5-minute setup
File every phone order straight into your Floranext.
Floranext has no API, so BloomLine files each order the exact way your staff would: it logs into your Floranext admin and creates the order in your POS - recipient, delivery date, card message, and price - marked as COD/Pay Later. You do this once, it takes about 5 minutes, and you can undo it anytime.
1
Create a dedicated staff login
In your Floranext admin, go to Settings → Employees and add a staff login named BloomLine Orders. Use this instead of the owner password so you can revoke access anytime without changing your own login.
2
Find your store slug
Look at the address bar when you are logged into Floranext: app.floranext.com/your_shop_com/admin. The bold part is your store slug.
3
Find the employee to credit
Decide which employee the phone orders should be attributed to (usually a "Phone / Web" or front-desk staff member). We use their Floranext employee ID so the orders show up under the right name in your reports.
4
Connect it
In your BloomLine dashboard, open Integrations → Floranext and enter the store slug, the BloomLine Orders login, and the employee ID. Or reply to the email that linked you here and we will set it up for you within 48 hours.
What BloomLine can and cannot do
- - Creates the finished order in your Floranext, ready on your bench, with nothing to retype.
- - Files it as COD/Pay Later - the customer already paid you through BloomLine, so no card touches Floranext.
- - Uses the dedicated staff login you created, and only creates orders.
- - Revoke anytime by disabling that staff login in Floranext, or disconnect from your dashboard.
Questions? Reply to the email that linked you here and we will walk you through it.