Process Overview

This article will walk you through the necessary steps to successfully activate Leafly’s order integration with Lightspeed X-Series POS. You will complete the following high-level steps (in order) →

Ensure your Lightspeed X-Series online store is enabled and relevant settings competed
Setup Lightspeed X-Series + Leafly menu integration sync, if not already done
Enable Lightspeed X-Series order integration in Leafly Biz
Configure order notifications in Leafly Biz

Please note that once you enable the Lightspeed X-Series order integration, your Leafly order dashboard will become read-only. While the order integration is active, order fulfillment will take place within Lightspeed X-Series.

Integration Guide Disclaimer

For more information on the functionality of Lightspeed, please visit the Lightspeed help center.
Currently, only the X series of Lightspeed is supported by Leafly.
You can also contact Lightspeed Support (866-932-1801)or email help@leafly.com for assistance from the Leafly Support Team.

Looking for Lightspeed X-Series menu integration information? Check out this article!

Order Integration Requirements

Enabling your Lightspeed X-Series

In order to accept orders, you will need to make sure your Lightspeed X-Series OAuth option has been enabled.

Leafly Setup

Before getting started...

It is recommended to log in to your Lightspeed account in a separate tab before beginning setup steps.
This will allow you to bypass logging into Lightseed during setup steps and proceed immediately to confirming necessary permissions.
Further, this will allow you to quickly check your work and ensure setup was successful within Lightspeed.

Follow these steps to enable the Lightspeed X-Series order integration in Leafly.

Accessing the Integration Settings in Leafly Biz

Log in to your Leafly Biz Dashboard
From the left-side panel, click on ‘Settings’
Click on ‘Integrations’ from the drop-down
Click on the 'Orders' tab

Integration Setup

The experience will vary depending on how your menu integration is currently setup (either using a personal token, or OAuth). Both processes are outlined below.

If your menu integration was enabled using OAuth, you will see the following experience.

To enable the order integration, fill out the integration setup form and click save to enable.

When the filled out form is saved, the order integration tab will show that the order integration is now enabled.

If your menu integration was setup using a personal token, you will need to switch over to OAuth.

Click on ‘enable oauth’

Once OAuth is enabled, before the setup complete you will have to pick an option for each drop down.

When the filled out form is saved, the order integration tab will show that the order integration is now enabled.

Lightspeed Ordering Flow

For more information on order fulfillment processes within Lightspeed X-Series, please refer to these helpful articles:

FAQS

Do I need to enable my POS menu sync from Lightspeed before enabling the Order integration?

Yes, at this time, you must have the Menu integration enabled and actively syncing before enabling the Order integration.
You can find instructions to enable the Menu integration sync in this Help Desk guide: Lightspeed Menu Integration Guide

Do I need to have ordering enabled and be Leafly customer in order to activate the Leafly Order settings?

Yes. At this time, you must have both Leafly Pickup and/or Delivery and a current subscription to our advertising services activated in order to use the Lightspeed Order Integration settings.
To learn how to enable online ordering, please take a look at this article: Adding Leafly online ordering to your location.

Do customers still receive notifications when order status changes?

Yes. When you make changes to the order status in Lightspeed, Leafly will send a notification to the shopper alerting them of order status changes.

Once Order Integration is enabled, will the Leafly Order Dashboard be disabled?

Yes. Once the Order Integration is enabled the Leafly Order Dashboard will be read-only. The dashboard will update appropriately but will not be actionable.
All order actions must be performed within your Lightspeed fulfillment dashboard.

How are customer profiles matched between Leafly and Lightspeed?

Customers are looked up in the POS by email address. If we find the customer, we associate the existing customer with the new order. If we don’t find the customer, we create one and associate it with the new order.

Will customer government ID images transfer to Lightspeed for delivery orders?

No, not at this time. Government ID images can be accessed in your Leafly Biz order dashboard.

Does Lightspeed support a “hold queue”?

Lightspeed allows all orders to go through regardless of inventory and then leaves it up to the person dispatching the order to determine if products are in stock or not rather than directly handle out-of-stock issues.

What are the potential pitfalls to managing orders solely in Lightspeed POS?

The Lightspeed order statuses won’t completely match up with Leafly statuses so features such as orders being ready in a certain amount of time will not be accurate.

How can I cancel an order?

Orders can be canceled via the POS by voiding the order. Our order status updates will be sync’d to Leafly and the order will be canceled on the Leafly dashboard.

Can I provide a cancellation reason?

Cancellation reasons are not available. If canceled via the POS, the cancellation reason will simply state “Canceled by dispensary”.

Will my Leafly Deal pricing sync to my POS via the order integration?

No. At this time, you will need to replicate the deal in your POS and apply it to any applicable items in Leafly-sourced orders once you begin filling them in your POS system.

What do I do if there is an POS Integration outage?

In a time when there is an order integration outage, orders will not flow to your POS and will need to be managed via the Leafly Order Dashboard.
Leafly will alert you by email and Leafly Biz pop-up if there is an issue with your POS integration connection that impacts Leafly orders flowing to your POS system for fulfillment.

There may be 2 types of outages:

Partner Outages and Credential Issues.

When a partner outage occurs, a POS vendor has identified a widespread issue impacting one or multiple services within their software. Your POS provider will notify you of any system issues, instability, or outages and keep you updated on their efforts to resolve the problem.
When a credentials issue occurs, you will receive a notification stating that invalid credentials are impacting Leafly's ability to send orders to your POS system. This means that some portion of the credentials used are incorrect or invalid.
In the event of these issues, you will need to handle orders that do not reach your POS system by using the Leafly Order Dashboard until the problem is fixed. Depending on the seriousness of the issue, some orders may still be successfully transferred to your POS system for fulfillment.

For more information please visit:

POS Order Integration Connection Issue Hub