Back Office: Import/Export

Back Office: Import/Export


Navigation: Sign into the Back Office. On the left-side, select Products/Items then Import/Export.



The Import/Export page enables you to configure a Store’s Menu Items via File Upload, and contains the following options:
  1. Download Template – Select Minimal Sheet or Complete Sheet to download that version of the spreadsheet (MS Excel) template file.
  2. Download Data – Select Minimal Sheet or Complete Sheet to download that version of the spreadsheet (MS Excel) template file that includes data.

Perform a Menu Import

  1. Fill in the downloaded Template file as needed then save it. Make a note of where it’s saved.

  2. When the file is ready, click Import. The Import Menu pane appears.

    1. Select Sheet Type – Select Minimal or Complete.
    2. Preview Menu – Select Yes to show a preview, or No.
    3. Upload Menu Template – Click Upload Menu Template. On the file navigation window that appears: navigate to where your file was saved and double-click the file (or single click then click Open).


    4. You're returned to the Import Menu pane where the file name (defaults to [Restaurant Name]'s Menu WB]) will appear in the Upload Menu Template section.


    5. When you’re ready to import the file, click Import at the bottom-right. You're returned to the main Import/Export page where a progress bar appears.


    6. After a few moments: once the import completes, the Import Status will appear as below:

      1. File Name: The name of the file that was uploaded ([filename].xlsx)
      2. Uploaded On: The date the file was uploaded (DD -Mon-YYYY HH:MM AM/PM format)
      3. Status: The status of the import - such as Completed, Partially Completed or Failed)

Import Error

If there's an error with the import:

The Download Error List will appear above the Status, with a link to download a version of the upload file that includes cited errors. The Status will appear as Partially Completed [DD-Mon-YYYY HH:MM AM/PM].


Import Failed

If the import outright fails: the Import failed! banner appears, followed by the File you attempted to upload along with the attempted Uploaded Date.

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