Menu Integration Process Overview
This article will walk you through the necessary steps to successfully activate your Menu integration with Lightspeed. You will complete the following high-level steps (in order) →
- Review the Lightspeed FAQs
- Create your Personal Token and locate your store URL in Lightspeed
- Enter your Lightspeed API key into Leafly Biz
- Activate and configure your menu sync in Leafly Biz
Integration Guide Disclaimer
For more information on the functionality of Lightspeed, please visit the Lightspeed help center.
You can also contact Lightspeed Support (866-932-1801)or email help@leafly.com for assistance from the Leafly Support Team.
Lightspeed Setup
1. Create a Personal Token in Lightspeed
These steps can also be found in this Lightspeed Help Center article: Retail POS (X-Series) Personal Tokens
- Log in to Lightspeed.
- On the navigation panel, click Setup.
- Next, click Personal Tokens.
- Click "Add personal token".
- Enter a name for your token.
- Tip: Be sure to use a unique name for your Leafly personal token in case you have multiple personal tokens set up.
- Un-check the "allow personal tokens to expire" box. This will ensure your token does not expire, causing your menu to stop syncing.
- Next, click Generate personal token.
- After clicking Generate personal token, a pop-up will appear. Copy your personal token from this screen.
- Please note: After you exit this pop-up window, you will not be able to access your personal token again. Be sure to copy and paste it somewhere for safekeeping or you will have to start over.
- Close the pop-up window.
- Hit Save to save your changes and finalize your personal token creation.
- Please note: If you do not hit save, the token you just generated will not save.
- You should see something similar to this screen after hitting save:
2. Find your Lightspeed Store URL
You will also need your Lightspeed store URL to complete your integration credentials. To find this:
- Navigate to Setup --> General.
- Copy your Lightspeed subdomain. This will be the portion of your Private URL before the first period (STORE_NAME.retail.lightspeed.app).
Leafly Setup - Completing your Sync
1. Accessing the Integration Settings
- Open your web browser and sign in to Leafly Biz → https://business.leafly.com
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Navigate to the left side panel, and click on the 'Settings' arrow
- A drop-down will appear. Select the 'Integrations' option.
2. Integration Setup
- To get started, click on the Connect my POS option once on the Integration Settings page:
- From the drop-down selection, choose the option: Lightspeed.
- Select 'continue to next step' to proceed to the next screen:
- Enter your Lightspeed Domain Prefix and Lightspeed Personal Token then click 'test connection' to confirm that the API credentials are valid.
- Once you’ve successfully tested your credentials, click 'continue to next step'
- Click 'acknowledge and connect' 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 Lightspeed 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?
With Lightspeed, you have the following configuration settings in Leafly:
- Default Item Status
- Category Mapping
- Inventory Availability Rules
- Inventory Exclusion Rules
- Room Exclusion
- Cannabinoid Calculation
- 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.
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.
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 using the Inventory exclusion rules settings.
Room Exclusion Rules
Related article: Including/excluding inventory rooms on Leafly
On the POS Settings page, you can exclude inventory that resides within a POS “room” that you do not wish to be shown on your online menu. Room exclusion rules can be found within the Inventory exclusion rules settings in your POS integration settings in Leafly Biz.
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?
Lightspeed FAQs
How often does Lightspeed sync with Leafly?
- Leafly pulls updates from Lightspeed every 6 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?
What fields do you pull data from in Lightspeed?
- You can preview the field mapping below:
| Leafly Field | Lightspeed Field | Notes |
| Product Name | variant_name or name | We check variant_name field first. If the variant_name is not present then we will use name. |
| Category | product_category -> name field | |
| Strain Name | N/A | |
| Brand Name | brand -> name field | |
| THC + CBD | N/A | Cannabinoids will need to be entered via the Leafly Menu Manager |
| Item Description | description field | All html is removed |
| Product Image | images -> first image -> url or skulmages -> first image -> url | We first check the skuImages field since variants will have images there, then we will check the image field. Only the first image field is used. |
| Price | price_excluding_tax |
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, however if you have ordering enabled on Leafly, you can set tax settings to be applied in the checkout experience.
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?
What if I have questions not addressed in this article?
- Reach out to the Leafly Support team by emailing help@leafly.com for further assistance.