Jane (iheartjane) Integration Guide

Amy
Amy
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Integration Process Overview

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

 

 

Jane Setup 

1. Requesting your Jane Credentials
  • Send an email to Jane at partnersuccess@iheartjane.com to request your API credentials. You will be requesting the following identifiers:
    • Client ID
    • Client Secret
    • Store ID
  • Jane will send you a consent form to sign. 
  • Once signed and sent back, Jane will share the required credentials with Leafly Support. 
 

Leafly Setup

1. Integration Setup
  • Once the Jane credentials are shared with Leafly, Leafly Support will input your credentials into Leafly Biz. 
  • Note: If you have multiple locations, please list each one separately.

 

 

Integration Configuration and Settings

Once Leafly has successfully synced your Jane menu with Leafly, there are some options that 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.

Screen Shot 2022-01-13 at 3.25.18 PM.png

 

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. 

 

Screen Shot 2022-07-11 at 2.22.51 PM.png

 

Category Mapping 

Leafly currently supports the following categories → Accessory, Seeds, Clone, Flower, Edible, PreRoll, Concentrate, Cartridge, Topical, Other. If your assigned category in your POS and Jane do not align with a predefined Leafly category, it will be assigned a category of Other by default.

You cannot remap or override categories in Leafly. If you need to make changes to the category mapping, these should be handled in Jane.

Mappings

The table below shows the Leafly Category assigned to your Jane categories / subcategories. The Leafly category is the category that will be shown on your Leafly.com menu. 

 

Jane Category

Jane Subcategory

Leafly Category

Edible

Baked Goods

Edible

Edible

Bars

Edible

Edible

Breath Strips

Edible

Edible

Candies

Edible

Edible

Capsules

Edible

Edible

Chocolates

Edible

Edible

Cooking

Edible

Edible

Dried Fruit

Edible

Edible

Drink Mixes

Edible

Edible

Drinks

Edible

Edible

Honeys

Edible

Edible

Ice Creams

Edible

Edible

Mints

Edible

Edible

Pets

Edible

Edible

Sauces

Edible

Edible

Seasoning/Sugar

Edible

Edible

Small Bites

Edible

Edible

Snacks

Edible

Edible

Sprays

Edible

Edible

Spreads

Edible

Edible

Sublinguals

Edible

Edible

Teas/Coffee

Edible

Extract

Diamonds/Crystals

Concentrate

Extract

Distillates

Concentrate

Extract

Hash

Concentrate

Extract

Isolates

Concentrate

Extract

Kief

Concentrate

Extract

Live Resins

Concentrate

Extract

Moonrocks

Concentrate

Extract

Oils

Concentrate

Extract

Rick Simpson OIl (RSO)

Concentrate

Extract

Rosins

Concentrate

Extract

Sauces

Concentrate

Extract

Shatters

Concentrate

Extract

Syringes/Tankers

Concentrate

Extract

Waxes

Concentrate

Flower

Bottom Shelf

Flower

Flower

Bronze

Flower

Flower

Bundle

Flower

Flower

Gold

Flower

Flower

Indoor

Flower

Flower

Mids

Flower

Flower

Outdoor

Flower

Flower

Platinum

Flower

Flower

Pre Pack

Flower

Flower

Premium

Flower

Flower

Private Reserve

Flower

Flower

Shake

Flower

Flower

Silver

Flower

Flower

Smalls

Flower

Flower

Sungrown

Flower

Flower

Trim

Flower

Flower

Value

Flower

Gear

Accessories

Accessories

Gear

Clothing

Accessories

Gear

Cones

Accessories

Gear

Grinders

Accessories

Gear

Papers

Accessories

Gear

Paraphernalia

Accessories

Gear

Tips

Accessories

Gear

Vaporizers

Accessories

Gear

Wraps

Accessories

Gear

Clones

Accessories

Gear

Seeds

Accessories

Merch

Clothing

Accessories

Merch

Jewelry

Accessories

Merch

Kits

Accessories

Pre-Roll

Blunt Packs

PreRoll

Pre-Roll

Blunts

PreRoll

Pre-Roll

Cannagars

PreRoll

Pre-Roll

Infused

PreRoll

Pre-Roll

Inflused Blunts

PreRoll

Pre-Roll

Infused Packs

PreRoll

Pre-Roll

Pre Roll Packs

PreRoll

Pre-Roll

Pre Rolls

PreRoll

Pre-Roll

Thai Sticks

PreRoll

Tincture

Candies

Concentrate

Tincture

Capsules

Concentrate

Tincture

Companions

Concentrate

Tincture

Mixes

Concentrate

Tincture

Pets

Concentrate

Tincture

Sprays

Concentrate

Tincture

Sublinguals

Concentrate

Tincture

Tinctures

Concentrate

Topical

Balms

Topical

Topical

Bath

Topical

Topical

Cosmetics

Topical

Topical

Creams

Topical

Topical

Gel

Topical

Topical

Intimates

Topical

Topical

Kits

Topical

Topical

Lip Balms

Topical

Topical

Lotions

Topical

Topical

OIls

Topical

Topical

Ointments

Topical

Topical

Patches

Topical

Topical

Roll-Ons

Topical

Topical

Salves

Topical

Topical

Scrubs

Topical

Topical

Soaps

Topical

Topical

Sprays

Topical

Topical

Sunscreen

Topical

Topical

Suppositories

Topical

Topical

Topicals

Topical

Vape

Cartridges

Cartridge

Vape

Disposables

Cartridge

Vape

Inhalation

Cartridge

Vape

Specialty Pods

Cartridge

Vape

Vape Kits

Cartridge

 

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.

 

Screen Shot 2022-07-11 at 2.29.36 PM.png

 

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?

 

 

 

Jane Order Management - Order Integration 

 

1. Pickup Order Settings

You will need to duplicate your Jane online order pickup hours in Leafly by following the steps outlined in this article: Can I set different business hours for Leafly pickup?

  • Once you’ve set your pickup and preordering hours, set the dropdown under Pickup Estimate to set the pickup estimate to be shown to shoppers when an order is placed on Leafly.com.
  • Once you’ve saved your pickup and preordering hours, select Save at the bottom of the page to save your configured settings.

 

2. Order Management in Jane 

This section will walk you through the steps to locate your Leafly orders in your Jane Analytics. 

 

Screenshot_17.png

When filtering and under source you will now find the option to choose Leafly as a source option and click “Apply

 

Screenshot_18.png

 

Scroll down to the final report within Sales to find “Recent Purchase Details” to audit your orders with under the Source Column

 

Screenshot_19.png

 

 

I Heart Jane FAQs 

Menu FAQ: 

Is there a cost associated with using this integration?
  • Yes, there is a monthly cost associated with using this integration.
  • For the menu only integration is is $40 per month per location.
  • For menu+ordering integration it is $80 per month per location.
What is the SLA for receiving my Jane credentials after sending the request? 
  • Once requested, you will receive a consent form to sign. Once you sign the form, the required credentials will be shared within 2 business days. 
What is the process and SLA once Leafly receives my Jane API credentials? 
  • Once received, Leafly will enter your API credentials into Leafly Biz and activate the Jane integration for your store(s). The activation will be completed within 2 business days. 
How often does Jane sync with Leafly? 
  • Leafly pulls updates from Jane every 6-10 minutes. However, any changes can take up to 15 minutes to reflect on your menu. 
If I have an existing menu in Leafly, do I need to save it before syncing my POS menu?
  • No. Leafly will automatically save a copy of your maintained menu before connecting. If you encounter any issues with the data, you can quickly revert by disconnecting. 
  • To learn how to disconnect, we advise following the instructions in this article: How do I disconnect my point of sale?
Why is Strain Name not coming over to my Leafly menu? 
  • Jane currently does not expose Strain to Leafly as its own data point.
  • Leafly has implemented a mapping tool to pull the Strain Name from the Product Name if recognized. Based on the process, the results may not be 100% accurate.
Are my subcategories from Jane available in Leafly? 
  • No. Leafly does not support subcategories on products today and has automatically mapped these to the appropriate Leafly category. Any adjustments to your categories must be done within the Jane backoffice. 
  • For more information, please see Integration Configuration and Settings within this article. 

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

Do products on the menu have sales tax associated? 
  • This is dependent on your POS. Post-tax pricing is only available for those using BioTrack as their POS source on Jane
  • Clients can use the tax feature in Menu Manager to set sales and excise taxes at checkout if not already set in Jane POS. To learn more about setting these options, please check out this Help Desk article: Setting up Tax Estimates for your Leafly Menu

Are Dual Menus supported with Jane?

  • No, I Heart Jane medical and recreational menus are not compatible with Leafly's Dual Menu feature and must be displayed on separate Leafly profiles.

Why is Leafly showing something different for Brand or Strain information than what I have in my POS?

  • After Leafly receives a menu payload, we will try to match strain and brand information to existing entries in Leafly's database to cross-link and provide greater visibility for menu items across the platform.

  • Sometimes particular Strains or Brands do not exist yet in Leafly's database. In that case, we are trying to smart-match to the closest available entry. This can result in incorrect links.

  • You have the ability to change or remove incorrect links by editing those fields within your Menu Manager.

Can I make changes to item data on Leafly while my POS integration is active?

  • Yes, with some limitations.
  • You are able to override every menu item field except for the price point. This allows you to update Strain or Brand links or supplement other information like cannabinoid data, photos, or description. Leafly defers to your POS system as the source of truth for item pricing.
  • These manual overrides will persist on items you edit until they go out of stock and fall off your menu entirely.

Ordering FAQ: 

Do I need to be a Leafly Pickup partner + Leafly customer in order to activate the Jane integration? 
  • Yes, at this time, you must be online ordering activated and a current Leafly subscription holer to use the Jane Integration settings. 
Are my Cart Validation settings inherited from Jane for Leafly ordering (e.g., max orders per hour, etc.)?
  • Yes, your cart and checkout validation settings in Jane will be supported on your Leafly orders. 
Will my Store and Pick-up settings be inherited from Jane for Leafly ordering (e.g., store hours, pre-order availability, pick-up hours of operation, etc.)?
  • No, your store hours and pick-up hours will not be inherited for Leafly ordering and will need to be set up in Leafly to match what has been configured in Jane. 
  • Any changes made in Jane after the integration has been activated will not carry over to Leafly, and the updated settings would need to be duplicated in Leafly. 
What functionality on Jane will not be available on Leafly ordering (e.g., coupon codes, advanced discounts, group level discounts, etc.)?
  • Jane promo codes and discounts are not currently supported on Leafly orders.
  • You will need to manually create the discount in Leafly for application to the Leafly order. The carry-through of advanced Jane discounts is planned to be supported in a future release. To learn more, please take a look at this Help Desk article on how to set up Deals on Leafly: Learn More - Leafly Deals
Will specials I have configured in Jane be honored in the cart for Leafly shoppers?
  • Yes, any specials you have setup in Jane will be honored and displayed to Leafly shoppers once they have navigated to the shopping cart on Leafly.com. 
Once the Jane integration is enabled, will the Leafly Order dashboard be disabled? 
  • Yes. The Leafly Order dashboard will be read-only once the Jane integration is enabled.
  • The Leafly Order dashboard will update order statuses appropriately, but will not be actionable. 
When an order is placed on Leafly, where will the order show up for our retail team to fulfill?
  • Your Leafly orders will now be passed directly into Jane’s native order fulfillment dashboard or your POS if it supports online ordering and has been connected to I Heart Jane.
Will the order show up in my Jane or Leafly analytics, or both?
If the Leafly orders show up in my Jane analytics dashboard, can I distinguish between Jane and Leafly data?
  • Yes, the order source will be defined as Leafly or Jane.
Will orders placed through Leafly print from the Jane printer?
  • Yes, your Leafly orders will automatically print from your Jane printer(s).
  • Leafly order receipts will have an identifying header to indicate they are a Leafly order.
Can I have a separate printer for Jane and Leafly orders?
  • No, you cannot currently print Jane and Leafly orders on separate printers.
  • Leafly order receipts will have an identifying header to indicate they are a Leafly order.
How can I cancel an order? 
  • All cancellations must be performed directly within your POS or the Jane fulfillment dashboard.
  • Your Jane and Leafly Order dashboards will update in the case of cancellations. Leafly shoppers will not be able to cancel their order once it has been submitted. 
Can I provide a cancellation reason? 
  • Cancellation reasons do not currently carry through from the POS or Jane to the Leafly Order dashboard. 
Can I deactivate the integration?
  • Yes, you can disconnect this integration any time in Leafly Biz. To learn how to disconnect your integration, we advise following the instructions in this article: How do I disconnect my point of sale?