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Table of Contents

How to use Import Tools

Learn how to use Import Tools on the Merchant Portal to perform bulk operations in your restaurant.

To save time when setting up your restaurant, you can use Import Tools to import restaurant information such as Single Items, Product Names, and more in bulk. 

In this article, you’ll learn how to perform bulk imports.

Bulk Import for a Single Item

To perform a bulk import for a Single Item, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Single Item.
  3. At the top right, click on Add new task.
  4. Choose from the following operations:
    • Add to Menu
      • Sheets titled Category, KitchenStation, and ItemType are only for reference and don’t need to be modified.
      • The Optional Modifiers used in the SingleItem sheet should be selected from the ModifierGroup sheet.
      • At least one modifier value must be provided in ModifierValue for every modifier group defined in ModifierGroup.
    • Edit Menu
      • Ensure that itemIDs and itemNames match to avoid errors.
      • Modifications made in the KitchenStation and ItemType sheets are only for reference, and any changes don’t update the database.
      • To enter values for Kitchen Station and Item Type, choose from the list of options inside the cell and don’t enter a value that isn’t in the list.
      • To save time, remove the rows that don’t need to be edited.
    • Delete from Menu
      • The downloaded template contains all of the information for all menu Items.
      • To delete Items in bulk, upload the template containing the records for the menu Items you’d like to remove. 
        Note: A menu Item can still be removed even if some fields are missing, as long as the ItemID remains. 
  5. After choosing an operation, click on download template.
  6. To modify the template, enter the data in all of the relevant fields in the Excel file. Refer to the tips listed above for additional guidance.
  7. (Optional) Enable API User Permission(s).
  8. To upload your modified template file, click on Choose File.
  9. At the top right, click on Submit to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Single Item.
  3. Next to Menu Operations, choose the operation that you want to perform. You can select from the following operations:
    • Add to Menu
      • Sheets titled Category, KitchenStation, and ItemType are only for reference and don’t need to be modified.
      • The Optional Modifiers used in the SingleItem sheet should be selected from the ModifierGroup sheet.
      • At least one modifier value must be provided in ModifierValue for every modifier group defined in ModifierGroup.
    • Edit Menu
      • Ensure that itemIDs and itemNames match to avoid errors.
      • Modifications made in the KitchenStation and ItemType sheets are only for reference, and any changes don’t update the database.
      • To enter values for Kitchen Station and Item Type, choose from the list of options inside the cell and don’t enter a value that isn’t in the list.
      • To save time, remove the rows that don’t need to be edited.
    • Delete from Menu
      • The downloaded template contains all of the information for all menu Items.
      • To delete Items in bulk, upload the template containing the records for the menu Items you’d like to remove. 
        Note: A menu Item can still be removed even if some fields are missing, as long as the ItemID remains. 
  4. After choosing an operation, click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file. Refer to the tips listed above for additional guidance.
  6. (Optional) Enable API User Permission(s).
  7. To upload your modified template file, click on Select File.
  8. Click on Submit to confirm.
Delete

Bulk Import for Product Name

Delete

Note: Eats365 supports multiple languages. You can perform a bulk import of the different names for your Menu Items in their respective languages.

To perform a bulk import of Product Names, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Name.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file. 
    Tips:
    • Don’t leave the Category field blank.
    • Only the languages included in the template are supported.
    • To save time, only leave the rows that need to be edited.
  6. To upload your modified template file, click on Choose File.
  7. At the top right, click on Submit to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Name.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file. 
    Tips:
    • Don’t leave the Category field blank.
    • Only the languages included in the template are supported.
    • To save time, only leave the rows that need to be edited.
  6. To upload your modified template file, click on Upload.
  7. Click on Submit to confirm.
Delete

Bulk Import for Product Description

To perform a bulk import of Product Descriptions, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Description.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file. 
    Tips:
    • Don’t leave the Category field blank.
    • Only the languages included in the template are supported.
    • To save time, only leave the rows that need to be edited.
  6. To upload your modified template file, click on Choose File.
  7. At the top right, click on Submit to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Description.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file. 
    Tips:
    • Don’t leave the Category field blank.
    • Only the languages included in the template are supported.
    • To save time, only leave the rows that need to be edited.
  6. To upload your modified template file, click on Upload.
  7. Click on Submit to confirm.
Delete

Bulk Import for Product Tag

To perform a bulk import of Product Tags, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Tag.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file. 
    Tips:
    • A category for the product being modified is required.
    • Columns A to D are for reference only. Do not update the values.
  6. To upload your modified template file, click on Choose File.
  7. At the top right, click on Submit to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Menu Tag.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file.
  6. To upload your modified template file, click on Upload.
  7. Click on Submit to confirm.
Delete

Bulk Import for Product Tier Pricing

To perform a bulk import for Product Tier Pricing, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Tier Pricing.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template,  enter the data in all of the relevant fields in the Excel file.
    Note: Due to the limitations of Excel, the Category Name may not be displayed entirely in column A.
  6. To upload your modified template file, click on Choose File.
  7. At the top right, click on Submit to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Product Tier Pricing.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template,  enter the data in all of the relevant fields in the Excel file.
    Note: Due to the limitations of Excel, the Category Name may not be displayed entirely in column A.
  6. To upload your modified template file, click on Upload.
  7. Click on Submit to confirm.
Delete

Bulk Import for Discount Quantity

To perform a bulk import for Discount Quantity, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Discount Quantity.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file.
  6. To upload your modified template file, click on Choose File.
  7. At the top right, click on Submit to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. From the left panel, click on Import Tools, then click on Bulk Import for Discount Quantity.
  3. At the top right, click on Add new task.
  4. Click on download template.
  5. To modify the template, enter the data in all of the relevant fields in the Excel file.
  6. To upload your modified template file, click on Upload.
  7. Click on Submit to confirm.
Delete
import tools bulk import import single items import product names import product descriptions import product tags import product tier pricing import discount quantity import menu tags

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  • Set up and manage Menu Tags
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