If you need to switch from the legacy Greenline menu integration to the latest version, please follow the steps outlined in this article: Updating to Greenline Menu Integration v2.0
Is there a cost associated with using this POS integration feature?
No! There is no additional cost to use this integration.
Integration Process Overview
This article will walk you through the necessary steps to successfully activate your Menu integration with Greenline. You will complete the following high-level steps (in order) →
- Review the Greenline FAQs
- Greenline Menu Pull Setup
- Enter your Greenline credentials in Leafly Biz
- Activate and configure your menu sync in Leafly Biz
Integration Guide Disclaimer
For more information on the functionality of Greenline, please visit: Greenline Help Center
For further assistance or questions, please reach out to Greenline (support-ca@blaze.me) or email help@leafly.com to connect with our Leafly Support Team.
Looking for Greenline order integration information? Check out this article!
Greenline Menu Pull Setup
Retrieving your Client and Location IDs from Greenline
Follow these steps to enable the order integration within Greenline.
- Open your web browser and sign into Greenline Back Office
- On the left hand side, navigate to Integrations → Overview
- Find the Leafly - Menu Integration tile
- Toggle the switch On
- Click the API Keys button in the upper right hand corner
-
Copy your Company ID and Location ID.
- Please note, if you have multiple locations, be sure to select the corresponding Location ID for the store you are configuring.
- Proceed to Leafly Setup steps below
Leafly Setup
Navigate to Integration Settings
Follow these steps to enable the Greenline Pull Menu Integration integration in Leafly Biz.
- Open your web browser and sign into Leafly Biz → https://business.leafly.com/Admin
- From the left-side panel click on 'Settings'
- Click on 'Integrations' from the drop-down
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: Greenline Pull. Select continue to next step to proceed to the next screen:
On this page, enter your Greenline Company ID and Location ID then click continue to next step:
The next screen will provide a data override warning. Click acknowledge and connect:
After doing so, you will see that the menu integration is now active:
Integration Configuration and Settings
Once you have successfully synced your Greenline 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 Greenline, 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 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.
Please note: The THCA Only and CBDA Only setting options are unavailable for this integration.
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?
Greenline 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 Greenline?
- Greenline has a Help Desk center with resources here: Greenline Help Center
- For more information on this specific integration, please check out this page: Leafly Integration Setup
How often does Greenline sync with Leafly?
- Greenline pushes your menu data to Leafly every 15 minutes.
- You can force a sync for products within your Greenline POS by clicking the sync all button
- If there are any concerns of missing items, please connect with the Greenline Team through support-ca@blaze.me.
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 Greenline?
- You can preview the fields below:
|
Leafly Field |
Greenline Field |
Notes |
|
Item Name |
name |
Expected to be the strain name + additional packaging information |
|
Category Type |
categoryName |
Supporting → Accessory, Seeds, Clone, Flower, Edible, PreRoll, Concentrate, Cartridge, Topical, Other |
|
Strain Name |
See Notes |
Use “Name” field in Greenline |
|
Brand Name |
supplierName |
|
|
Compound Data |
Thc and cbd |
Defaults to % for now |
|
Description |
description |
|
|
Variants |
childProducts |
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?
- No - sales tax is not supported for 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 Greenline POS?
- Yes - items need to be assigned the correct medical or recreational tag.
- For more information on Dual menus, please read: Learn More - Dual Menus
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.
Will my Leafly Deal pricing sync to my POS via the order integration?
-
No. At this time, you will need to replicate the deal in your POS and apply it to any applicable items in Leafly-sourced orders once you begin filling them in your POS system.