Integrating with Liquor Connect (Alberta, Canada)


Breww has a purpose-built integration for the Liquor Connect platform used in Alberta, Canada. This makes it really easy to import data from Liquor Connect to Breww and export data from Breww to Liquor Connect. If you’re an alcohol producer in Alberta, this is a game changer!

Once the integration has been set up, you will have access to three tools to make working with Breww and Liquor Connect easier than ever before.

  • Import/update customers and leads into Breww using the “Licensee Master File” from Liquor Connect.
  • Import orders to Breww that have been placed via Liquor Connect and fulfilled by Connect Logistics.
  • Export direct delivery orders placed by you in Breww into a CSV file in the correct format to import into Liquor Connect, so they can handle the payment for you.

Before setting up the integration

Number sequences

It should be noted that Liquor Connect can only process orders with numeric invoice numbers in the range of 1-99999. To help ensure you stay within their restrictions, you can take advantage of separate invoice number sequences in Breww.

Please see our guide on how to set up invoice number sequences and use it in conjunction with the information below.

We would recommend creating number sequences that match the following:

You should make sure to set the Next number to the next invoice number that you’d like to use to ensure you don’t re-use a number that has already been submitted to Liquor Connect in the past.

Then, set your defaults for both invoices and credit notes to the Direct deliveries number sequence:

The plan is for orders fulfilled by Liquor Connect on your behalf to be imported to Breww using the Liquor Connect imports sequence and as such all numbers will be prefixed with LC-. Orders delivered directly to the customer by you will use the sequence with no prefix. This should also be shared with invoices and credit notes. This ensures that when you export these for the AGLC upload file, they will always be suitable numbers for Liquor Connect to process (and fit with their restrictions/limitations).

A site for sales fulfilled directly by Liquor Connect/Connect Logistics

You should create a Site in Breww to track what stock is available in the Liquor Connect 3PL facility.

We recommend, to avoid any confusion, that you name this site Connect Logistics. If you need a guide on how to create sites, please see How to create sites and locations.

When you physically ship stock to Connect Logistics, you should move/transfer this stock to the Connect Logistics site in Breww. We would recommend using a zero-value stock transfer order, but it’s up to you, and you can use any of the stock transfer options.

This ensures that you can easily see available stock levels at the Connect Logistics site at any time. When importing orders to Breww that have already been fulfilled by Liquor Connect, you will be able to link these orders to this fulfillment site to ensure that they are always fulfilled from that site, and stock levels at their site get updated automatically.

Setting up the integration

Having already set up your number sequences and site, as above, to get started with the integration, go to IntegrationsPaymentsLiquor Connect and use the Set up integration button in the top-right.

Our recommended settings for the integration are as follows:

Once you’ve confirmed your settings, you’ll be able to see the import/export tools. If you change your mind on any of these settings, you can always change them later (but they’ll only impact imports/exports done from that point on).

Importing licensees as customers/leads

This tool is optional, and it’s up to you if you like to use it often or never use it. This allows you to do two things:

  • Import licensees to Breww as leads so you can contact them and try to turn them into customers of yours.
  • Update existing leads/customers in Breww with any updated information from Liquor Connect (such as a change of address).

When importing, you can choose to do either both of the above options or just one of them.

We recommend using caution with the first option (importing all licensees as leads) as this will create a lead in Breww for all licensees, which will likely create 8,000+ leads in your account. You may want to modify the CSV file from Liquor Connect to include only a subset of the leads before you upload it to Breww, so you only create the most suitable leads.

Importing sales fulfilled by Connect Logistics

We recommend using the Weekly Sales by Licensee file to import sales that have been fulfilled by Connect Logistics to your Breww account. The process is simple: export the file from Liquor Connect and import it to Breww. Breww will review the entire file and either import everything at once, or reject the whole file. This ensures that there are never any complications with part-imported files and gives you a chance to resolve the issues and retry the import.

Each customer (licensee) that has been sold to must either already exist in Breww when you run the import, or you’ll need to upload the Licensee Master File at the same time, so Breww can find any “missing” customers and create them an account.

Each product will be matched to its Breww product using the code/SKU, so please ensure that the same codes are used in Breww and Liquor Connect.

Breww will use your settings to handle the imports, such as which number sequence to use, which site to fulfil orders from, and whether they should be automatically completed or left for you to review and complete manually.

Exporting direct delivery sales for Liquor Connect so they can handle the payment

When you process deliveries directly to your customers, you can export these sales from Breww to the AGLC upload file format. This allows you to get Liquor Connect to process the payment on your behalf.

Whenever you use the export tool, Breww will find all invoices and finalised credit notes that use the dedicated Liquor Connect number sequences and build the CSV file for you. Breww will keep track of which documents have already been exported so the tool can be safely used again without the risk of any duplicates being included - just make sure never to edit invoices after finalising them and exporting them with the tool, or these changes will be missed.

The invoice export process is simple, but there are a few points to note:

  • Each customer will need to have their Liquor Connect Licensee Number set, but you’ll be told if there are any without this set and will be able to easily set their number. If the customer was originally imported from the Liquor Connect Licensee Master file, then the number will already be set for you.
  • As Liquor Connect can only process “product” sales, please make sure not to use “Additional charges/discounts” on your Breww invoices, as there is no way to represent these in the file. If any of these exist, Breww will explain the problem and abort the export.
  • Credit notes cannot be allocated to the invoice. Allocating a credit note to an invoice, is very similar to marking it as paid and there is no way to inform Liquor Connect of this in their file format. If any invoice has a credit note allocated, the export will be aborted.
  • Invoices will not be marked as paid at this point. The expectation is that you will reconcile these payments in your accounting software and Breww will “discover” the payment from your accounting software.

Credit note exports work in a similar way, with the following points to note:

  • As with invoices, each customer must have their Liquor Connect Licensee Number set.
  • All items on the credit note must be associated with a product. Anything with just a “description” will prevent the file from being exported, as there is no way to represent these in the export file.
  • All credit notes must have their “Original invoice” set, as this information needs to be put into the export file. We recommend creating the credit note directly from the original invoice, but you can create it using any workflow as long as the original invoice field is set. For guidance on this, please see How to create a credit note.
  • The credit note must not have been allocated to an invoice. Allocating a credit note to an invoice reduces the amount payable, and there is no way to represent this in the Liquor Connect export file. If any of these are found, the export will be aborted.
  • When the credit note is exported, it will automatically be marked as having been refunded in Breww, so Breww knows not to keep the value “on account” forever. If you’ve already manually marked it as refunded, Breww will skip this step, but we recommend saving yourself time and letting Breww do it for you automatically.
1 Like

Luke, this is fantastic! I’m going to spend some time on it over the next few days, and I’ll get you some feedback ASAP.
Thanks for putting this together!