Yellow Dog | Integration Guide

📖 Overview 

This guide explains how to set up and manage the Yellow Dog integration with Canopy 2.0, whether you're using a 1-Way or 2-Way setup.

🔁 1-Way Integration 

In a 1-Way integration, Yellow Dog pulls sales data from Shift4 Venue (via item SKUs) to manage inventory. All item setup and menu management remain in Canopy 2.0.

✅ Setup Guidelines:

• 🔧 Items must be created in Canopy 2.0 with proper SKUs
  • If Yellow Dog is already in use, SKUs may come from them
  • Otherwise, create SKUs in Canopy and send to Yellow Dog
• 🔁 Modifier SKUs are always created in Canopy 2.0
• 🛑 If Yellow Dog has an existing database, delete all items in Canopy and rebuild using Yellow Dog SKUs
• 📦 Menu, pricing, and item updates must also be manually reflected in Yellow Dog to ensure inventory accuracy

📋 Configure before Yellow Dog training begins:

• Locations
• Menus
• Display Categories
• Modifier Groups
• Report Categories

⚠️ Important: All changes to Revenue Centers, Menus, Item Names, or SKUs must also be updated in Yellow Dog to prevent inventory issues.

🔄 2-Way Integration 

In a 2-Way setup, Yellow Dog can both pull sales data and push item data into Canopy 2.0. Yellow Dog becomes the source of truth for item creation and changes.

🚫 Do NOT manage these in Canopy 2.0:

• Adding/removing items from menus
• Item Level Discount Flags
• Changing item names, prices, and SKUs
• Location settings or price levels
• Single Tax Rates
  • If there is only 1 tax rate for the entire venue, then we receive this from the Yellow Dog 2-Way push.
  • If there are several tax rates in a venue/group, then these are managed on the Canopy 2.0 side.

✅ Still configure/maintain in Canopy 2.0:

• Revenue Centers & Menus
  • For example, new locations, menus, or renaming them. If renaming them, make sure to reflect that change in Yellow Dog. Do not assign items to menus in Canopy 2.0.
• Mobile Ordering setup
• Display & Reporting Category creation
• Modifier mapping
• User Accounts
• Item Images & Print Routing
• Discounts, Tenders, Per-item Tax Rates
• Service/Delivery Fees & Seat Mapping
• Taxes ONLY if more than 1 rate exists in a group

📥 Yellow Dog will send these item fields to Canopy 2.0:

• name, uuid, external_ref_id, price, description
• inventory_state, product_sku, display_name
• modifier flag, combo_meal flag, taxable flag
• tax_inclusive flag, venue_uuid, discountable flag
• menu_uuids, item_category_uuids

📝 Modifier Items & Categories must still be maintained in Canopy 2.0.

⚙️ Sync Guidelines & Best Practices

• Review item mappings in Canopy after the first sync
• Manual syncs only — Auto Sync should be turned off
• Always sync at least 1 hour before an event

🔄 Data is synced in real-time between Shift4 Venue and Yellow Dog via Kinesis Streams.

📬 Need Help? Email: support@yellowdogsoftware.com
Portal: Yellow Dog Support Portal