Indica Online Menu Integration Guide

Amy
Amy
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Menu Integration Process Overview

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

 

Integration Guide Disclaimer

To learn more about the functionality of the Indica Online POS, please visit: Indica Online Help Desk

If you have any menu integration issues, please reach out to the Indica Online team by emailing support@indicaonline.com or calling 888-420-4207. You can connect with the Leafly Support Team by emailing help@leafly.com

 

 

 

Leafly Setup - Generating your API Key 

1. Accessing the Integration Settings

  • Open your web browser and sign in to Leafly Bizhttps://business.leafly.com
  • Navigate to the left side panel, and click on the 'Settings' arrow
  • A drop-down will appear. Select the 'Integrations' option.

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2. Integration Setup - Getting Started

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

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

 

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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

 

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

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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. 

 

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

 

 

IndicaOnline Setup

For more information and step-by-step directions, please head to: Indica Online: Leafly Integration  

 

1. Enable the Leafly Integration in Indica Online

Some accounts in Indica Online may need to have the Leafly Integration option enabled. To do so, please connect with the Indica Online Team here: Indica Online Support 

 

2. Mapping Leafly Categories

To ensure all of your IndicaOnline products are populating correctly on Leafly, you must correctly map the product categories within IndicaOnline. Please note: this will need to be completed first.

Leafly currently supports the following categories: Accessories, Seeds, Clone, Flower, Edible, PreRoll, Concentrate, Cartridge, and Topical. All others will be mapped to the Other category.

Follow the guidelines outlined by Indica Online for how to complete this step: Mapping your categories in Indica Online

 

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3. Configuring Menu Sync

Once you update and/or confirm your categories are mapped properly, you can then configure the Leafly API key. 

  • Select Config
  • Select Leafly
  • Select the Synchronization tab
  • Paste your Leafly API key on the Synchronization page
  • Select Save 

Since products on the menu are synced based on the quantity in a special location, each office will have a separate field to paste API keys (each location will sync separately).

If you do not see the Leafly option, please reach out to Indica Online Support 

 

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4. Review & Enable Items to Sync to Leafly

Depending on how you sell your products, a few things must be configured within your IndicaOnline account for products to sync to Leafly. 

Please follow these instructions to turn on the "Show on Leafly" switch in the product profile section to show the prices you would like to display on Leafly. This step must be completed for items to sync to Leafly. 

 

5. Changes and Syncing Information 

Changes within IndicaOnline should automatically sync to Leafly menu. Please allow 5 - 7 minutes for the menu to sync. If you want to manually push the data, you can click the "Sync Menu" button from the Synchronization tab. You should always click "Sync Menu" after changing the product category to update your Leafly menu.

Make sure the option "Sync Out Of Stock Products" is unchecked, so that your out of stock products are not shown on Leafly (on your computer navigate to Config → Leafly → Synchronization). If a product runs out of stock, it will be hidden on Leafly's end within 5 - 7 minutes.

 

Click "Erase Menu" to unpublish all the products being currently displayed on your Leafly page. Remember that IndicaOnline does not permanently erase your products from your Leafly account. If you want to reactivate the sync, just click the Sync Menu button again. Make sure to press the blue Save button to reflect your changes.

 

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Integration Configuration and Settings

Once you have successfully synced your Indica Online 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 Indica Online, you have the following options: 

 

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.

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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. 

 

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Inventory Availability Rules

Related article: Setting inventory thresholds

At this time, Indica Online does not send Leafly available inventory quantities. It is advised that those who use Indica Online should not use the Inventory Availability Rules, as setting a threshold of more than 1 will prevent those items from syncing to 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.

 

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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 unavailable for this integration. 

 

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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?

 

 

Indica Online FAQs

Is there a cost associated with using this integration?
  • No, there is no additional cost associated with turning on this integration.
Where can I see more information about Indica Online? 
How often does Indica Online sync with Leafly? 
  • Indica Online pushes your menu data to Leafly every 15 minutes. 
  • If you want to manually push the data, you can click the "Sync Menu" button from the Synchronization tab.
  • You should always click "Sync Menu" after changing the product category to update your Leafly menu.
  • Ensure the option "Sync Out Of Stock Products" is unchecked so that your out-of-stock products are not shown on Leafly (Config → Leafly → Synchronization). If a product runs out of stock, it will be hidden on Leafly's end within 5 - 7 minutes.
  • For any issues of missing items, please reach out to the Indica Online Support Team: support@indicaonline.com 
Why don't I see the Leafly Integration option in Indica Online? 
  • Some accounts in Indica Online may need to have the Leafly Integration option enabled. To do so, please connect with the Indica Online Team here: Indica Online Support 

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?
Why arent my menu items showing up on Leafly?
  • At this time, Indica Online does not send Leafly available inventory quantities. It is advised that those who use Indica Online should not use the Inventory Availability Rules on Leafly, as setting a threshold of more than 1 will prevent those items from syncing to Leafly. 
Why are menu items missing Strain information?
Why are menu items missing Brand/Vendor information?
All of my products are being sent as Each is there a way multiple weights for a product can be sent? 
  • IndicaOnline does not support multiple variants. Please reach out to support@indicaonline.com with further questions. At this time, this cannot be overridden within Leafly. 
Does Leafly support ranges?
  • No, at this time, ranges are not supported. When setting up prices for your weight range or unit range products, remember that Leafly supports the first range. 

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

Do products on the menu have sales tax associated?
  • No, sales tax is not supported with this integration. 
  • Clients can 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

Are Dual Menus supported for the Indica Online POS?

  • No, Dual Menus are currently not supported with this integration. 

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.