Cannasync Menu Integtration Guide

Amy
Amy
  • Updated

Integration Process Overview

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

 

Integration Guide Disclaimer

For further assistance or questions, please reach out to Cannasync Support (support@cannasync.io) or email the Leafly Support Team at help@leafly.com 

 

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.

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2. Integration Setup

  • On the Integrations settings page, select 'connect my POS' to begin the integration sync process. 

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  • Under POS System, select the drop-down to find Cannasync
  • Click the option

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  • Select continue to next step. Once you do, your Leafly API key will be generated for you to copy.

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  • Click copy to copy your Leafly API key to share with the Cannasync team.

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  • Click 'copy' to copy your Leafly API key to share with the Bloom team.
  • Once copied, click 'continue to next step' to continue the sync process on Leafly Biz. 

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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, with a success message in the upper right corner. 

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Cannasync Setup

1. Inventory System Integration 
  • Log into Cannasync. 
  • Go to Settings in the navigation menu. 
  • Scroll down to the Inventory System Integration area, and drop down the Leafly tab 
  • Enter your Leafly API Key and save your changes.

 

Leafly Configuration (post-POS sync)

Once you have successfully synced your CannaSync 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?

 

  1. Default Item Status
  2. Category Mapping
  3. Inventory Availability Rules
  4. Inventory Exclusion Rules
  5. Cannabinoid Calculation
  6. Disconnecting your POS

 

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.

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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, Other.

If your POS assigned category does not align with a predefined Leafly category, it will be assigned a category of Other by default. Remap categories as desired on the POS Settings tab once your menu is successfully synced to Leafly.

 

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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. 

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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.

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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.

Please note: The THCA Only and CBDA Only setting options are unavailable for this integration. 

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CannaSync FAQs
(prior to syncing, please review)

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.

  • 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 Cannasync?
  • This will depend on your Cannasync sync frequency settings, but changes should appear on Leafly in as little as 5 minutes. 
Can I manually update fields on Leafly Biz that are missing? 
Can I assign different images to be used for my Leafly menu than those that are used on my website and other online menu systems? 
  • Yes, Cannasync allows you to assign images specifically for each of your various online menu platforms. If you run into issues uploading, please reach out to support@cannasync.io
What POS systems does Cannasync support? 
  • Currently, Cannasync supports Shopify, Treez and Indica Online. Cannasync is currently working on supporting Trellis (pending). 
Do products on the menu have sales tax associated? 
  • Currently, sales tax is not included in the pricing for products. To display taxes, you 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
Is there a fee to sync my Leafly menu using Cannasync’s system? 
  • Yes, there is a fee to get onto the Cannasync platform → 
    • Starter = $45.00 per month
      • Automated menu sync
      • Daily sync frequency
      • 1,000 products
      • 5GB of storage space
    • Standard = $99.00 per month
      • Automated menu sync
      • Hourly sync frequency
      • 5,000 products
      • 100GB of storage space 
    • Premium = $299.00 per month
      • Automated menu sync
      • 5 minute sync frequency
      • 10,000 products
      • 1TB of storage space

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?

Are Dual Menus supported with CannaSync POS? 

  • No, this integration is not supported with 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.