For any integration issues you are having on Leafly, the Fyllo team has instructed us to direct those to this form: Fyllo Product Inquiry. After supplying your location information and issues, the Fyllo team will triage and assist you further. 

 

Integration Process Overview

This article will walk you through the necessary steps to successfully activate your Menu integration with Fyllo. You will complete the following high-level steps (in order) → 

• Review the FAQs prior to syncing
• Generating your API key in Leafly
• Sharing you Leafly API key with Fyllo 
• Activate and configure your menu sync in Leafly Biz

 

Integration Guide Disclaimer

There is a cost associated with having Fyllo - for more information, please refer to our FAQ section or reach out to the Fyllo team directly. 

For further assistance or questions, please reach out to Fyllo Support (Request Form) or email help@leafly.com to reach the Leafly Support Team. 

 

 

 

Leafly Setup - Generating your API Key 

1. Accessing the Integration Settings

• Open your web browser and sign in to Leafly Biz → https://business.leafly.com
• Navigate to the left side panel, and click on the 'Settings' arrow
  

• A drop-down will appear. Select the 'Integrations' option.

2. Integration Setup

• On the Connect your POS screen, select 'connect my POS' to begin the integration sync process. 

• Under POS System, select the drop-down to find Biotrack via Fyllo
• Click the option

• Select 'continue to next step'.
• Once you do, your Leafly API key will be generated for you to copy. 

• Click 'copy' to copy your Leafly API key to share with the Fyllo team.
• Once copied, click 'continue to next step' to continue the sync process on Leafly Biz. 

• Click acknowledge and accept to accept the Data Override Warning and complete the sync process on Leafly Biz. 

• You will be taken back to the POS Settings page, with a success message in the upper right corner. 

 

 

Fyllo Setup

Fyllo's account setup is a managed service. The Fyllo team will complete integration setup on your behalf.

 

To activate your Leafly menu, please reach out to the Fyllo Retail Solutions team (RetailSolutions@hellofyllo.com) to activate your location. Please include the following information in your email, as it is required for activation:

• Leafly-generated API key (created in the Leafly setup portion of the guide)
• Location address
• Requested activation date

 

Leafly Configuration (post-POS sync)

Once you have successfully synced your Fyllo menu with Leafly, you can configure the integration and override menu data in Leafly Biz.

These changes will persist in your Leafly menu unless you disconnect and then reconnect your POS and resync your POS menu data.

Locate your Menu Manager Settings by checking out this Help Desk article: Where do I locate my menu manager settings and options?

 

• Default Item Status
• Category Mapping
• Inventory Availability Rules
• Inventory Exclusion Rules
• Cannabinoid Calculation
• Disconnecting your POS

 

Default Item Status

On the POS Settings page, automatically set new and restocked items to either active or inactive by default. Items automatically set to an inactive status will need to manually be set to active before being visible on online menus.

• Items set to “Active” will show up on all online menus and be set to “Available for Pick-Up/Delivery” if your store participates in any of Leafly’s order ahead programs.
• Items set to “Inactive” will be hidden from all online menus and will no longer be “Available for Pick-Up/Delivery” if your store participates in any of Leafly’s order ahead programs.

 

Category Mapping

Related article: Mapping your categories on Leafly

We currently support the following categories → Accessory, Seeds, Clone, Flower, Edible, PreRoll, Concentrate, Cartridge, Topical, Other.

If your POS assigned category does not align with a predefined Leafly category, it will be assigned a category of Other by default. Remap categories as desired on the POS Settings tab once your menu is successfully synced to Leafly.

 

 

Inventory Availability Rules

Related article: Setting inventory thresholds

On the POS Settings page, you can set inventory thresholds at both the Global and Category levels. If a threshold is defined, items with inventory counts under the thresholds set will be automatically hidden from your online menus. By default, the threshold is set to 1. 

 

Inventory Exclusion Rules

Related article: How do I exclude items from syncing over to my Leafly menu from my point of sale?

On the POS Settings page, you can permanently exclude inventory from appearing on your online menus. You can set exclusions by keywords and categories.

 

Cannabinoid Calculation

Related article: Customizing your cannabinoid values on your Leafly menu

On the POS Settings page, you can select which calculation method is applied by default to the THC and CBD values coming from your POS menu. More information on the available calculation methods can be found here.

Please note: The THCA Only and CBDA Only setting options are unavailable for this integration. 

 

Disconnecting your POS

To learn how to disconnect your point of sale, we advise following the instructions in this article: How do I disconnect my point of sale?

 

 

Fyllo FAQs
(prior to syncing, please review)

What point of sale systems does Fyllo currently support?

• Currently, Fyllo supports Biotrack, Green Bits, and Leaf Logix.

What is the pricing to gain access to the Fyllo system (to activate my sync)?

• Leafly Live Connect: $99/month, $350 one-time onboarding fee

• Leafly Live Connect + Digital Menu:$160/month, $350 one-time onboarding fee

• Custom: You can reach out to Fyllo and they will work with you based on your needs (833-999-3282 and / or via this form) 

If I have an existing menu in Leafly, do I need to save it prior to syncing my POS menu?

• No. Leafly will automatically save a copy of the menu that you maintained before connecting your POS system.

• To learn how to disconnect your point of sale, we advise following the instructions in this article: How do I disconnect my point of sale?

Once I make a change in my POS, how soon will I see the changes on Leafly’s menu? 

• Fyllo sends Leafly updates every 10 - 15 minutes. 

Can I manually update fields on Leafly Biz that are missing? 

• You will be able to manually update any field except for pricing and your product sizes (variants)
• To learn how to manually edit POS data, please check out this Help Desk article: What data can I manually edit on Leafly if I am syncing with a point of sale?

Do products on the menu have sales tax associated?

• Sales tax is not included in product pricing for those using Green Bits or Leaf Logix.

  • Clients can also use our tax feature in the Menu Manager Settings Biz to set sales and excise taxes to apply in checkout. To learn more about setting these options, please check out this Help Desk article: Setting up Tax Estimates for your Leafly Menu

• If you are using Biotrack, sales tax is supported. You can decide (by-product) if you’d like the product to be Tax Standard or Tax Exempt within Biotrack. To do this, go to your Inventory tab > Current tab > open a product > on the “Tax Category” dropdown, select “Tax Exempt” or “Tax Standard”. The price will then be sent directly to Leafly (with or without tax).

How do I add Images if my POS does not support this?

• This field is supported withinFyllo on the Source View page. You can add an image by product, then sync it to your Leafly menu.

How do I add Brand, Strain and / or Description if my POS does not support this?

• This field is available in Fyllo if the POS does not support it. To do this, go to DO > Digital Menu > Inventory Source > Total Products > Product > Edit > Brand / Strain / Description.

• You may also override these fields in Leafly Biz Menu Manager tool by selecting the product item and editing the desired field. 

Can I get the minimum stock level set to a specific amount (vs. zero) for the menu?

• You can actually set a minimum stock level by product within Fyllo (ex: if you would like one product to not show on the Leafly menu if the stock is 5 or less).

Can I deactivate the menu sync?

• Yes, you can disconnect your POS in Leafly Biz. To learn how to disconnect your point of sale, we advise following the instructions in this article: How do I disconnect my point of sale?

Are Dual Menus supported with Fyllo POS? 

• Yes - confirm the items inside your POS have the correct Medical or Recreational tags assigned to them. 
• For more information on Dual menus, please read: Learn More - Dual Menus

Field Mapping

Please Note: Field support is dependent on your POS; however, Fyllo does offer a way to include additional data for some fields. Please connect with the Fyllo team for more information. 

 

Leafly Field	Fyllo Field	Notes
Item Name	DO > Digital Menu > Inventory Source > Name or Display Name	In DO, you will have the ability to enter a “Display Name” for the items (it will not make a change in your POS). Don’t adjust this or it may result in errors
Category Type	Within your POS	You also will be mapping your POS Category to Leafly’s equivalent.
Strain Name	DO > Digital Menu > Inventory Source > Strain	If your POS does not support Strain, you can enter the data into Fyllo.
Brand Name	DO > Digital Menu > Inventory Source > Brand	If your POS does not support Strain, you can enter the data into Fyllo.
Compound Data (THC + CBD)	Within your POS
Description	DO > Digital Menu > Inventory Source > Description	If your POS does not support Description, you can enter the data into Fyllo.
Image	DO > Digital Menu > Inventory Source > Image	If your POS does not support HQ Images, you can enter the data into Fyllo (or if you would like to override your POS image)
Price	Within your POS	Sales Tax (ONLY AVAILABLE IN BT FOR DISPLAY), but is not supported otherwise. Don’t adjust this or it may result in errors
Enable / Disable Pickup	DO > Leafly > Menu Products > Pickup	You can enable / disable products for pickup by product within Fyllo.