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Onfleet Integration Instructions

Meghan
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Integration Process Overview

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

 

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Integration Guide Disclaimer

For further assistance or questions, please contact Onfleet Support via their Request Form or email help@leafly.com to connect with the Leafly Support Team. 

Please also visit the Leafly Knowledge Base or the Onfleet Knowledge Base for helpful hints and tips.

 

Prerequisites

In order to use the Leafly <> Onfleet integration, you must have Leafly’s delivery feature enabled. Without this feature turned on, you will not be able to access the Leafly <> Onfleet integration settings.

This integration can be used with or without a POS menu integration. Additionally, this integration can be used with or without an order integration with your POS system.

If your POS system is order integrated with Leafly and already integrated with Onfleet, please note that double-connecting both Leafly and your POS to Onfleet can result in duplicate task creation when orders are marked "Ready."

If you are using the iHeartJane order integration, you will not be able to use the Leafly <> Onfleet integration at this time. Retailers who are using iHeartJane for their menu and fulfilling orders via the Leafly order dashboard will be able to use the Leafly <> Onfleet integration.

 

 

Onfleet Setup - Generating your API Key and webhooks secret 

For more information on how to generate an API key in Onfleet, please refer to this article.

 

1. Generating your API key in Onfleet

  • Log in to your Onfleet Dashboard.
  • Click the Settings gear ⚙️ in the upper right-hand corner.
  • Select API & Webhooks.
  • Click on the “+” button at the bottom of the API Keys section to create a new API key.
  • Enable the API key to Access: API KEY CAN ACCESS ALL DATA
    • The additional permissions granted by a full access API key are not so that Leafly can access tasks it has not created but so that they can access peripheral aspects of your organization like workers and teams.
    • The option for an API key to only have access to tasks it has created is very limiting and not intended for comprehensive integrations with platforms like Leafly.
    • You will need to generate a full access api key to integrate with leafly.

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  • Enter a name for this new API key, then hit Create Key.

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2. Accessing your Webhooks Secret

Please refer to this article for more information on Webhooks and your Webhooks secret.

  • If needed, scroll to the bottom of the API & Webhooks settings.
  • To view or copy your Onfleet webhooks secret, click on the Show secret button under the Webhooks Secret heading.

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Leafly Setup

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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  • On the Integrations settings page, select Delivery tab
  • Click connect to Onfleet to start the process

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2. Copy your Onfleet API key and webhooks secret into Leafly

  • Enter your Onfleet API key and Onfleet webhook secret in the matching fields.
  • To successfully integrate, click the save button

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For additional information on how to accept, assign, and complete tasks within Onfleet, please refer to these articles:

 For additional information on how to fulfill orders either via Leafly’s Order Dashboard or via an order integration with your POS system, please refer to these articles:

 

Onfleet FAQs

If I do not have an order integration with my POS system or I do not want to use the order integration with my POS system, can I still use the Leafly <> Onfleet integration?

  • Yes. You do not need to use an order integration with a POS system to connect Leafly and Onfleet.

If I am using an order integration with my POS, how is information transferred between Leafly <> POS <> Onfleet?

  • When a customer submits an order, Leafly sends customer information and the details of the order to your POS system. The POS then creates a new order.
  • You are able to verify customer information, adjust quantities of products, substitute products, or complete the process to add products to bag in your POS system. The Leafly order dashboard remains read-only when an order integration is enabled.
  • Once you mark an order "Ready for Delivery," Leafly will send the order to Onfleet. Any further actions, such as completing or canceling the order, should take place in Onfleet.
  • When your driver completes the order, Onfleet sends the "Delivered" status to Leafly, and Leafly will send a status update to the POS system to complete the order.

If I need to cancel an order that has been marked "Ready for Delivery," where do I cancel it?

  • Once an order is created in Onfleet, you must cancel the order within Onfleet.
  • This status change will be communicated via Leafly to your POS to cancel the order there as well if you are using an order integration.

Does the ID info get sent to Onfleet if they have the integration?

  • No, IDs are not passed to Onfleet. These IDs can be checked at the LeaflyBiz Dashboard level. 

How do I deactivate the Leafly <> Onfleet integration? 

  • Navigate to Settings → Integrations → Delivery.
  • Once there, click on the three vertical dots on the right hand side of the integration status panel.
  • Select Disconnect from Onfleet from the menu that appears.
  • You will see confirmation messaging that the Onfleet integration is disconnected.

 

Onfleet Troubleshooting FAQs

If there are issues with the Onfleet integration, who is the best to contact?

I am getting an error when trying to enter my credentials on Leafly. What are the next steps?

  • Confirm if the API key generated has the access option: API Key can access all data

  • The additional permissions granted by a full access API key are not so that Leafly can access tasks it has not created but so that they can access peripheral aspects of your organization like workers and teams.

  • The option for an API key to only have access to tasks it has created is very limiting and not intended for comprehensive integrations with platforms like Leafly. It is recommend to generate a full access api key to integrate with leafly.

  • For any issues, please email help@leafly.com for assistance from the Leafly Support Team
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Why are tasks being duplicated in Onfleet? 
  • Onfleet can only be connected in one place. This means you cannot connect to Onfleet on Leafly and your POS. 
  • Disconnect Onfleet from one location to see this resolves. For any issues, please reach out to help@leafly.com 

 

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