Integration Process Overview

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

 

1. Review the Toke FAQs
2. Generating your API key in Leafly
3. Enter your Leafly API key in Toke
4. Activate and configure your menu sync in Leafly Biz

 

Integration Guide Disclaimer

For more information on the functionality of Toke, please visit www.gotoke.io

For further assistance or questions, please contact Toke Support (support@gotoke.io) or email help@leafly.com to connect with 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 - Getting Started

 

To get started, click on the Connect my POS option once on the Integration Settings page:

 

From the drop-down selection, choose the option: Toke. Select 'continue to next step' to proceed to the next screen:

 

On this screen, your API key will be generated. You can click copy to copy your API key from Leafly. To finalize the integration steps on Leafly, please select continue to next step

 

 

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. At all times, you can preview your API key that has been generated for your integration on Leafly. 

 

 

Please continue to Toke Setup as menu items will not sync to Leafly until those steps have been completed. 

 

 

Toke Setup

1. Log in to Toke's back office. Navigate to System Settings, then click Leafly.

2. Click Edit, then enter your Leafly menu API key generated in the previous section in the Integration Key field.

3. Flip the toggle to enable the Leafly menu integration.

Your Toke inventory will sync to Leafly overnight and begin making updates to the menu as inventory adjustments are made in Toke.

 

The Toke team is planning on adding a manual sync feature to this landing page as a fast-follow.

 

 

 

Integration Configuration and Settings

Once you have successfully synced your Toke 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 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?

 

With Toke, you have the following options: 

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

 

Default Item Status

Automatically set new and restocked items to either active or inactive by default. Items automatically set to an inactive status must be manually set to active before being visible on online menus.

• Items set to “Active”: these items 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”: these items will be hidden from all online menus. They 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, and Other.

If your POS assigned category does not align with a predefined Leafly category, it will be assigned a category of Other by default. You can remap your POS Category to the Leafly category. 

 

 

Inventory Availability Rules

Related article: Setting inventory thresholds

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. 

Note: If your POS has the ability for thresholds, those settings will override Leafly. 

 

 

Inventory Exclusion Rules

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

You can permanently exclude inventory from appearing on your online menus by product keyword or category.

 

 

Cannabinoid Calculation

Related article: Customizing your cannabinoid values on your Leafly menu

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

Please note: The THCA Only and CBDA Only setting options are not available.

 

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?

 

 

Toke FAQs

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?

How often does Toke sync with Leafly? 

• Toke pushes menu updates to Leafly every ~2-5 minutes as inventory is updated in Toke. 

Are Dual Menus supported with Toke? 

• Yes, dual menus are supported with this integration.  

What fields do you pull data from in Toke?

• You can preview the fields below:

Leafly Field	Toke Field	Notes
Item Name	Product	First page of the manage inventory modal
Category Type	Category Dropdown	The structure is: Toke Category => Leafly Category. You can use additional category mapping features in Leafly Biz, as well.
Strain Name	Strain	First page of the manage inventory modal
Brand Name	Brand	First page of the manage inventory modal
Compound Data (THC& CBD)	THC/CBD Fields	First page of the manage inventory modal
Description	Product Description	First page of the manage inventory modal
Image	N/A	Images will not sync from Toke at this time. You can upload images via Leafly Menu Manager if desired.
Price	Entered Price (not price without tax) OR Price Profile Prices.	Toke dynamically chooses between the basic and price-profile pricing system.

 

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?

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?