Integration Process Overview
This article will walk you through the necessary steps to successfully activate your Menu integration with Bloom. You will complete the following high-level steps (in order) →
Integration Guide Disclaimer
For further assistance or questions, please reach out to Bloom Support (apisupport@bloomup.co) or email help@leafly.com for assistance from the Leafly Support Team.
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.
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: Bloom. Select 'continue to next step' to proceed to the next screen:
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
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. At all times, you can preview your API key that has been generated for your integration on Leafly.
Please continue to Bloom Setup as menu items will not sync to Leafly until those steps have been completed.
Bloom Setup
1 . Log into your Bloom Portal
- Open your web browser and sign in to your Bloom Portal https://portal.bloomup.co/
- Once on your dashboard, click the Settings button on the left side panel.
2. Integrations Settings
- Click onto the 3rd Party Integrations tab at the top of the Settings page.
- Once you select this, a list of available integrations will appear. Click on Leafly.
- Toggle the Active switch to enable the integration.
- Paste the Leafly API key into the API key field.
- Hit the Save button to confirm settings.
- Once you save, the menu sync process will start.
Integration Configuration and Settings
Once you have successfully synced your Bloom 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 Bloom, 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 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.
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?
Bloom FAQs
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?
How often does Bloom sync with Leafly?
- Bloom completes a full sync every 30 (thirty) minutes. Please allow up to 15 minutes for changes to be reflected on Leafly.
Why don’t I see all of my Bloom products on my Leafly menu?
- Only active cannabis products that have at least an associated active package will sync to Leafly. The only exception applies to merchandise products, which are non-cannabis and do not require an associated package. Products that do not match these criteria will not be synced to your Leafly menu.
What fields do you pull data from in Bloom?
- You can preview the fields below:
|
Leafly Field |
Bloom Field |
Notes |
|
Item Name |
Product Name |
|
|
Category |
Product Type |
Bloom product type will be mapped to the equivalent Leafly item category type. |
|
Strain Name |
Product Package Strain Name |
This will only be available for products that are associated with a package. |
|
Brand Name |
Product Package Brand Name |
This will only be available for products that are associated with a package. |
|
Potency Data (THC + CBD) |
Package Lab Results |
When either THC or CBD is flagged as <LOQ, Bloom sends 0% as the compound value. |
|
Description |
Product Description |
|
|
Price |
Product Pricing |
Prices are dependent on the tax settings. See FAQs for further details. |
Why are some products that should appear in a specific category falling into the “Other” category?
- Leafly currently supports 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.
- You can remap categories in Leafly Biz. You can find the instructions to remap under Leafly Configuration > Category Mapping in this article. Here’s a mapping of the default Leafly equivalent category for a Bloom category.
|
Bloom Category |
Leafly Category |
|
Merchandise |
Accessory |
|
Seed |
Seeds |
|
Immature Plant |
Clone |
|
Buds |
Flower |
|
Shake/Trim |
Flower |
|
Edible (Solid) |
Edible |
|
Edible (Liquid) |
Edible |
|
Non-Infused Pre-roll |
PreRoll |
|
Infused Pre-roll |
PreRoll |
|
Concentrate |
Concentrate |
|
Extract |
Concentrate |
|
Hemp Concentrate |
Concentrate |
|
Hemp Extract |
Concentrate |
|
Topical (Solid) |
Topical |
|
Topical (Liquid) |
Topical |
Can I manually update fields on Leafly Biz that are missing?
- You will be able to 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?
What compound data (THC, CBD) is Bloom sending to Leafly?
- Bloom will only share compound data (THC and CBD) for products associated with a package since the THC/CBD values are present on the package lab result.
- When either THC or CBD is flagged as <LOQ, Bloom sends Leafly 0% as the compound value.
Do products on the menu have sales tax associated?
- The pricing information sent from Bloom to Leafly includes tax rates configured on the Bloom Portal Settings page.
- This is also dependent on the pre-tax and post-tax settings toggle in Bloom.
- Example: medical items are synced with their medical pricing which can cause confusion if the pricing schema is not pre-tax, causing the menu item to appear cheaper than it is since pre-tax pricing is being reflected. It is the responsibility of the dispensary to inform their shoppers which price is being reflected on their Leafly menu.
- 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
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 Bloom POS?
- No, Dual Menus is not supported with this integration.