White-Glove Process Overview

For this integration, we are offering to walk clients through a white-glove process to allow you the ability to approve your menu prior to going live on production.

When submitting your white glove request to Dauntless Support, please include:

• Request to support@dauntlessinc.com be onboarded with the Dauntless <> Leafly integration
• Store Name(s)
• Location(s) and / or Leafly Menu URL(s)
• Contact email (if you are not the POC)

The steps once you submit your request to support@dauntlessinc.com are outlined in this article. You will complete the following high-level steps (in order) → 

 

• Review the FAQs prior to syncing
• Generating your API key in Leafly
• Enter your Leafly API key in DataOwl
• Post-Integration Actions in Leafly

 

 

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 Dauntless (Korona) 
• 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 DataOwl 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. 

  

 

Dauntless Setup

 

1. Process Overview (White-Glove)

Once requested, this will be placed in a queue (sandbox steps) → 

• [Store / Dispensary] requests to be onboarded with Dauntless
• [Dauntless] to sync the menu(s) to Leafly’s sandbox environment and send confirmation (SLA: 2 business days)
  • Note: Strain, Brain and Compound fields were added during the integration. Dauntless will work to upload the data (if a newer client), but if not you can provide a CSV with the data and they can work to upload prior to go-live. 
• [Dauntless] to share the URL for menu review to the store / dispensary.
• [Store / Dispensary] to review the menu and share feedback, questions and/or potential issues.
  • [Dauntless] to investigate and report back initially. Please note, if there are items Leafly will need to review, those will be submitted accordingly (SLA: 2-3 business days)
  • Note: the team will follow up 3 times (if there is no response, then the ticket will be closed)
  • Note: per above, if you’d like Strain and Brand data to be uploaded and it does not currently exist, you can request a CSV  of your products from Dauntless and then your team can add the information for Dauntless to upload. 
• [Store / Dispensary] to approve their menu.

Once the menu is approved (production steps) → 

• [Store / Dispensary] to walk through the steps in this article to generate their Leafly API key
• [Store / Dispensary] to share API key with Dauntless
• [Dauntless] to sync the menu(s) to Leafly’s production environment (SLA: 2-3 business days)

 

2. Process Overview (No Sandbox Review)

You will complete the following high level steps (in order) → 

• [Store / Dispensary] to email Dauntless support and request your Strain & Brand data be uploaded in order for your POS menu to be synced
• [Dauntless] to work with you to get your Strain & Brand data uploaded into Korona (SLA: 2-3 business days).
• [Dauntless] to add Leafly Support to the thread
• [Store / Dispensary] to generate the production API key (see Leafly Setup in this article) and share the key with Dauntless
  • Note: If you have multiple locations, please list out each location & API key (keys are generated by location)
• [Dauntless] to sync the menu(s) to Leafly’s production environment and notify the thread once completed (SLA: 2-3 business days). 

 

3. Updating Fields 

The Dauntless team has added fields in their system to support Strain, Brand, and Compound data. If you’d like to enter this prior to or after activating your menu sync, please reach out to Dauntless support on steps for their team to bulk upload your strain and brand data.

Note: There a number of ways for Dauntless Support to import this information, if it is available electronically, like a database, spreadsheet, or CSV. When creating a new product, either follow the manual steps outlined or work with support on providing the data electronically. If there are any challenges or questions, please contact Dauntless Support for assistance and direction.

 

4. Add Product Descriptions

In Korona → navigate to your products

• Click Inventory → select Products
• Search for or select a product and click Edit → look for Product Descriptions
• Click Add New Text (the Edit Product Description pane will open)
• Under Type, select Description
• Under Dialect/Language, select the data field you’d wish to enter Strain Name, Brand Name, Compound CBD and / or Compound THC
• Enter the related information for each item in step 4 → click Save

Note: You can enter as many of the above fields as desired.

 

 

 

Leafly Configuration (post-POS sync)

Once you have successfully synced your Dauntless 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

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.

 

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?

 

FAQs (please review prior to menu sync)

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. If you encounter any issues with the data that is pulled in from your POS, you can quickly revert back by selecting “Disconnect and restore pre-POS connected menu data” when disconnecting the POS and reverting the menu back to its original state. 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?

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

• With this integration, when you are synced, you can:
  • manually select staff picks
  • override status of items received from the POS
  • set inventory thresholds at a global and category level
  • override your POS menu items with your own product photography, descriptions, potency values and more
• If you disconnect and choose to retain data from your last POS sync, any overrides made in Leafly Biz will remain unless a POS is reconnected and resynced to Leafly. 
• If you disconnect and choose to restore pre-POS connected menu data, any overrides made in Leafly Biz will not remain and will be deleted. 

Where do I upload my photos?

• Dauntless does not currently support photo uploads to menu feeds. You are able to manually upload images via Leafly Biz (after the next sync, these images will remain). 

Is there a way to not have items appear in Leafly?

• Currently, any products with “Sample” in the name will be filtered out. Additionally, if you would not like an item to appear, do not add the list_leafly tag within Dauntless while configuring your data (if an item is not showing and you’d like it to, you can include this tag and it should appear). You can also utilize Leafly’s menu configuration option to exclude inventory by keyword or category.

Is there a way to complete bulk updates for the new fields (strain, brand and compound data)?

• Currently, there is not a way for client-initiated bulk updates. All updates will need to go through the Dauntless.. Note: If you are new Dauntless client, Dauntless can use your data from your previous POS and upload strain and brand data. If not, Dauntless can provide you with a CSV of all of your products, where you can enter the strain and brand data. Once completed, they will be able to do a mass upload on their end.

Can I regenerate my Leafly API key? 

• If you need to regenerate your Leafly API key, please contact Leafly support using our Request Form.

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?

Do products on the menu have sales tax associated?

• 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

 

Field Mapping 

Note: Images and Descriptions are not synced to Leafly

 

Leafly Field	Dauntless Field	Notes
Item Name	Product Name
Category Type	Commodity Group	Possible values include: Cartridge, Concentrates, Edible, Flower, Seed, Clone, Pre-Rolls, Topicals, Accessory (anything not on this list will appear as “Other” in the POS listing).
Strain Name	Strain Name	New field that is supported in Korona (Dauntless to upload with current data and / or CSV)
Brand Name	Brand Name	New field that is supported in Korona (Dauntless to upload with current data and / or CSV)
THC	Compound THC Compound THC Unit	New field that is supported in Korona (Dauntless to upload with current data and / or CSV)
CBD	Compound CBD Compound CBD Unit	New field that is supported in Korona (Dauntless to upload with current data and / or CSV)

 

 

 

Integration Guide Disclaimer

For further assistance or questions, please reach out to Dauntless Support (support@dauntlessinc.com) or use our Request Form to contact the Leafly Support Team. 

Please also visit our Knowledge Base for helpful hints and tips.