KlickTrack Menu Integration Guide

Amy
Amy
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Integration Process Overview

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

 

Integration Guide Disclaimer

To learn more about the functionality of the KlickTrack POS, please visit: KlickTrack Help Center 

If you have any menu integration issues, please contact the KlickTrack team by emailing support@klicktrack.io. 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 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 - 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: KlickTrack. 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 KlickTrack Setup, as menu items will not sync to Leafly until those steps have been completed. 

 

KlickTrack Setup

For more information and step-by-step directions, please head to: Leafly Menu Integration Guide

 

1. Enable the Leafly Integration

The KlickTrack team needs to enable the Leafly integration option for inventory to flow to Leafly. To have the Leafly integration enabled, please email: support@klicktrack.io 

 

2. Setting up your Menu Feed

  • Log into your KlickTrack POS 
  • Select Menus

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  • Create a Leafly menu by selecting the blue + icon in the bottom right corner.

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  • Enter a name for your Leafly Menu
  • Select Menu Provider and select Leafly
  • Paste Leafly API Key
  • Toggle Menu to On
  • Select Save

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  • Select the newly created Leafly menu within the main menus screen and select Edit Menu to change menu information or exclude products from menu
  • Click Edit Menu to access or edit and menu information
  • Click Filter to exclude any products you would not like to be sent for upload to your Leafly menu

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3. Complete your Setup

  • Contact support@klicktrack.io to complete the menu integration activation.

  • Please be sure to include that this is a request for Leafly menu integration setup in your message.

  • KlickTrack Support will confirm once your Leafly integration is complete.

For further information on steps to take within KlickTrack, please refer to the KlickTrack Leafly Menu Integration Guide.

 

Integration Configuration and Settings

Once you have successfully synced your KlickTrack 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 KlickTrack, 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

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. 

 

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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?

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?

 

 

 

KlickTrack FAQs

Is there a cost associated with using this integration?
  • No, there is no additional cost associated with turning on this integration.
I don't see the Leafly Integration option inside my KlickTrack. What do I do?
  • KlickTrack needs to enable your integration option. Please connect with the KlickTrack team directly at support@klicktrack.io
  • Please see the KlickTrack Help Center for more information: KlickTrack Help Center 
How often does KlickTrack sync with Leafly? 
  • KlickTrack pushes your menu data to Leafly every 15 minutes. 
  • Please note: you can manually push the sync within KlickTrack. If changes are not updated after, please contact support@klicktrack.io with any menu issues. 
  • Please see the KlickTrack Help Center for more information: KlickTrack Help Center 

If I have an existing menu in Leafly, do I need to save it prior to syncing my POS menu?

  • 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?
  • 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.

What fields do you pull data from in KlickTrack?

  • You can preview the field mapping below:

Leafly Field

KlickTrack Field

Item Name

Product Name

Category Type

Inventory Group

Strain Name

Strain Name

Brand Name

Brand Name

Compound Data

THC + CBD

Description

Product Description

Image

Image

Price

Price

 

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

If I have Pickup enabled on my menu, how do I enable / disable products for Pickup?
  • To do this, you can go into your POS system → select “Items” → go to the “Leafly” tab → check off “Avail for Pickup?” if the product should be available to customers for Pickup (leave unchecked if they should not be).
Do products on the menu have sales tax associated?
  • No, sales tax is not supported with this integration. 
  • Clients can also 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

Are Dual Menus supported for the KlickTrack POS?

  • Yes, menu items need to have the correct medical or recreational tags assigned to them. 
  • 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.