Menu Integration Process Overview

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

• Review the Treez FAQs
• Obtain your API credentials from Treez
• Enter your Treez API credentials into Leafly Biz
• Configure your menu sync in Leafly Biz

 

Integration Guide Disclaimer

For more on the functionality of Treez, please visit: Treez Help Desk 

You can also connect with Treez Support (support@treez.io) or email help@leafly.com to reach our Leafly Support Team. 

 

 

Treez Setup

1. Obtaining/requesting your Treez Credentials

Send an email to Treez Support (support@treez.io) or have a Manager reach out via Chat to request your API credentials from Treez. You will be requesting the following identifiers:

• API Key
• Dispensary Name

Note: Currently, this integration is exclusive to v2 of Treez. Clients using v1 must first contact their Treez rep to transition to v2.

 

 

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: Treez. Select 'continue to next step' to proceed to the next screen:

 

Enter your Treez Credentials. and click 'test connection' to confirm that the API credentials are valid. You’ll need to enter a valid API Key and Dispensary Name to connect successfully.

Your dispensary name will be in lowercase and entered this way. 

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 Treez 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 Treez, you have the following configuration settings in Leafly: 

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

 

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.

 

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 thresholds 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.

 

 

Room Exclusion

Related article: Including/excluding inventory rooms on Leafly

You can exclude inventory that resides within a POS “ROOM” that you do not wish to be shown on your online menu. 

 

 

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?

 

 

Treez FAQs

Which Treez version does this integration support?  

• Currently, available exclusive to v2 of Treez. Clients using v1 must first contact their Treez rep to transition to v2 to enable the menu sync. 

How often does Treez sync with Leafly? 

• Leafly pulls updates from Leaf Logix 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?

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?

Where do you get the Cannabinoid Data from Treez?

• For cannabinoid data, Treez provides the Lab Results section associated with the batches themselves in Inventory.
• In the absence of cannabinoid data, Treez will default to the Product Details section and convert to the percent where applicable.

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