Menu Integration Process Overview

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

• Review the Greenbits FAQs
• Obtain your Greenbits credentials from Greenbits
• Enter your Greenbits credentials into Leafly Biz
• Activate and configure your menu sync 

Integration Guide Disclaimer

For more information on the functionality of Greenbits, please visit Greenbits Help Center 

You can also contact Greenbits Support at help@greenbits.com or reach out to Leafly Support by emailing help@leafly.com. 

Greenbits Setup

1. Obtaining your Greenbits Credentials

You will need your Username, Password, and Location Name to successfully sync your Greenbits menu into Leafly.

For more information on configuring a new role and new user for this integration, please refer to Greenbits' help article that walks you through required steps.

• You will use your Greenbits login credentials for the Username and Password.
• You can find your Greenbits Location Name in your Greenbits Back Office under Settings > Location Settings.

Leafly Setup - Completing your Sync

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: Greenbits.
• Select continue to next step to proceed to the next screen

• Enter your Greenbits Credentials and click test connection to confirm that the API credentials are valid. You’ll need to enter a valid Username, Password, and Location Name to connect successfully.
• Once you’ve successfully tested your credentials, click 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 with a success message in the upper right corner and POS Status of Connected. Your POS menu data will now begin to pass to Leafly. 

At all times, you can preview your connection status from your Integrations Page, along with the number of items and last sync period: 

Integration Configuration and Settings

Once you have successfully synced your Greenbits 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 Greenbits, you have the following configuration settings in Leafly: 

• 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 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 threshold 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.

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?

Greenbits FAQs

Is there a cost associated with using this integration?

• No, there is no additional cost associated with turning on this integration.

Can I use a single Greenbits username for multiple locations?

• No. This isn’t currently supported for this integration, even if you have unique Location Names for each location. The username will default to a specific location and show that primary menu for all locations, regardless of the Location Name used.
• You will need to create a separate GB Username for each Leafly listing in order to display unique menus for all locations.

How often does Greenbits sync with Leafly? 

• Leafly pulls updates from Greenbits every 6-10 minutes. However, any changes can take up to 15 minutes to reflect on your menu. 
• You can force a sync within your Leafly Integrations Settings page and clicking the resync now button. 

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?

What fields do you pull data from in Greenbits?

• You can preview our field mapping below: 

Does Leafly support standard and tiered pricing?

• Yes, Leafly supports both standard and tiered pricing with this integration. 

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

• You can 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?

• Currently, sales tax is not displayed in the Leafly menu. 
• Clients can use our tax feature in the Menu Manager Settings Biz to set sales and excise taxes in checkout. To learn more about setting these options, please check out this Help Desk article: Setting up Tax Estimates for your Leafly Menu

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.