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) → 

• Review the FAQs prior to syncing
• Generating your API key in Leafly
• Enter your Leafly API key in Indica Online
• 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 Indica Online.
• Click the option
• Select continue to next step.

 

• Click 'copy' to copy your Leafly API key.
• 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. 

 

 

IndicaOnline Setup

1. 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.

To do this → 

• Log into your IndicaOnline system 
• Select Config on the left-hand side 
• Select Leafly from the list 
• Select Categories from here → map your IndicaOnline categories to your Leafly product category in the drop down.
• Once completed, click Save. 

 

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.

 

2. 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).

 

Changes within IndicaOnline should automatically sync to the Leafly menu. Please allow up to 10 minutes for the menu to sync. 

• If you would like to manually push the data, you can do so by clicking the Sync Menu button from the Synchronization tab. Note: 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. Keep in mind that IndicaOnline does not erase your products from your Leafly account on a permanent basis. 
• If you want to reactivate the sync, just click the Sync Menu button again. 
• Make sure to press the blue Save button to reflect the changes you have made.

 

3. “Show On Leafly” Web

Once you have set up your configuration, you can then go to your products (via web browser or iPad) and confirm pricing + mark the products you want to show on Leafly. 

On the web, go to the menu → 

• Select Inventory 
• Select Product List 
• Locate and select applicable product 
• Click on the Actions dropdown on the top, right-hand side 
• Select Edit Product to update the existing product 
• Update Show On Leafly toggle

 

4. “Show On Leafly” iPad

Once you have set up your configuration, you can then go to your products (via web browser or iPad) and confirm pricing + mark the products you want to show on Leafly. 

On iPad, go to your menu → 

• Select Inventory 
• Select Product List 
• Locate and select applicable product 
• Select Edit Product to update as desired 
• Update Show On Leafly toggle

 

5. “Show On Leafly” New Products

Note: when creating new products, IndicaOnline advises to use your computer/web. 

To do this → 

• Select Inventory 
• Select Add New Product On the new product page, you will see Show On Leafly under the Other Information section.

6. Confirming Pricing (weight measurement)

In order to see the correct prices being displayed on Leafly, make sure to set them properly in your IndicaOnline account. Weight products show on Leafly the prices for 1g | 1/8oz | 1/4oz | 1/2oz | 1oz exactly as you enter them in the product profile.

 

Confirming Pricing (weight range measurement)

In order to see the correct prices being displayed on Leafly, make sure to set them properly in your IndicaOnline account. Although your weight products may have different weight ranges in IndicaOnline, Leafly currently reflects the price for the minimum gram value of the first range only.

 

Leafly Configuration (post-POS sync)

Once you have successfully synced your 365Cannabis 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.

 

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?

When should I expect to see our Leafly menu up to date after making changes in IndicaOnline? 

• Changes within IndicaOnline should automatically sync to Leafly’s menu. Please allow up to 10 minutes for the menus to sync. 

Why arent my menu items showing up on Leafly?

• If you are using Leafly's item threshold to set any inventory quantities for your menu - items will not display. Currently, item inventory is not included with data being sent to Leafly and will always be sent as a quantity of 1. 

Will Strain and Brand data be sent with this sync? 

• IndicaOnline does not support ‘Strain’ or ‘Brand’ today. You can enter this data manually into your Leafly menu in using our Menu override capabilities in Leafly Biz.

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 today. Please reach out to support@indicaonline.com with further questions. You cannot override this in Leafly Biz today.

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
    • 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.
• 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. 

Do products on the menu have sales tax associated?

• 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

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?

 

Field Support Information

• Currently, Strain and Brand are not supported within the POS. You can manually override this data in Leafly Biz.
• ‘Strain Type’ is supported and is sent as Indica, Sativa or Hybrid.
• Products will be sent as “Each” for Variants as multiple variants are not supported within the POS. 

 

 

Integration Guide Disclaimer

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

 

IndicaOnline Support Information

Please note: If you run into issues with this integration, please reach out to IndicaOnline.
You can find the contact information below →

• Phone: 888-420-4207
• Email: support@indicaonline.com 
• Hours:
  • Monday - Friday → 7:00 AM - 9:00 PM (PST)
  • Saturday - Sunday → 9:00 AM - 7:00 PM (PST)
• SLA: 24 hours 

You can find IndicaOnline’s support articles here. If you’d like to include Leafly on email outreach, you can include help@leafly.com.