Modifier Import

November 26, 2021 06:14

Adding modifiers to an item is a 2-way process:

Step 1: Importing Modifiers
Step 2: Mapping Modifiers to items

If you have already added the modifiers you can skip Step 1 and directly go to Step 2 to map the modifiers to items

Step 1: Import Modifier using Template

Navigate to Utilities → Import → Modifier Import

You can map the same modifier to multiple items or vice versa, into the app one by one, or use the item-modifier template to import in one shot.

It's as simple as drag and drop of your item file.

The Import will assess your file, and ask the meaning of any column headers it does not recognize.

You will receive an email with the import status, the number of items successfully imported, and the number of items that failed, along with the reason for the failures.

Getting Started

You'll need access to a spreadsheet program that supports CSV files such as Excel or Google Sheets. Any other file type will not import.

Choosing an Import Template

You can download the sample template by clicking on the Download Sample link.

You can also create your custom import templates, and select only the product fields you want to include.

Select the required titles and download the CSV file.

These are just a few examples of the requirements you'll need to be aware of before importing. If you have any issues, see Troubleshooting | Data Import for help with several common scenarios that can occur.

Modifier Import Field Descriptions:

Name: Indicate the name of the modifier. Ex: Sides, Extras, Add Ons, Drinks… (This is a mandatory field)

Alias: Indicate the alias name of the modifier. (This is an optional field)

Selection Type: Indicate the type of selection you prefer. (Enter SINGLE if the option is single selection, enter MULTI if you want multiple selections, enter TEXT if you want to add a text box, or enter BUTTON if you want multi selection as buttons).

Single Select: This allows you to select only one particular option at a time from the option list.
Multiple Select: This allows users to select multiple items from the option list.
Button: This creates options as buttons.
Text Box: This creates options as a text box.

Is Mandatory: Enter YES, if the option selection is mandatory else enter NO.

Allow Preselect: Enter YES, if you don't want to pre-select the default option else enter NO.

Sequence: Enter the sequence of the modifiers.

Option Name: Enter the name of the modifier option.

Is Default: Enter YES, if the option is the default selection else enter NO.

Minimum Quantity: Enter the minimum quantity of the option.

Maximum Quantity: Enter the maximum quantity of the option.

Default Quantity: Enter the default quantity of the option.

Differential Type: Enter the word "PERCENTAGE", or "AMOUNT", depending on what the user wants as the differential type.

Differential Value: Enter the percentage/amount value for the option

Option Comments: Enter any remarks or comments. (This is an optional field)

Option Sequence: Enter the sequence number for the modifier options.

Now, when you are ready with the import file, process it with the steps below.

Importing Modifiers

Go to Utilities → Import→ Click on Modifier Import
Upload Your File: Attach the Item file by simply Drag & Drop or upload your CSV file directly from your computer by browsing for it.
Click Continue when done.
Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading Column Name. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.
You can map and make sure all of the column field data you're importing has been matched to its equivalent setting on the Console.
Enter the email address to which you will receive the status of your import.
Click Continue.
Import will be Initiated → Click Finish.
You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.
Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to Download the Failed Records by clicking on the Download button. You can correct the remaining failed records and proceed to reimport them.
Once done you can see the Status as COMPLETED

Step 2: Import Modifier Item Mapping

Once we have added the modifier, you can now map the same modifier to multiple items or vice versa.

Modifier Item Mapping Import Field Descriptions:

Name: Indicate the name of the modifier. Ex: Sides, Extras, Add Ons, Drinks… (This is a mandatory field)

Item ID: Provide the item's unique identifier to which the modifier should be mapped.

Importing Modifier Item Mapping

Go to Utilities → Import→ Click on Modifier Item Mapping Import
Upload Your File: Attach the Item file by simply Drag & Drop or upload your CSV file directly from your computer by browsing for it.
Click Continue when done.
Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading Column Name. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.
You can map and make sure all of the column fields data you're importing has been matched to its equivalent setting on Console.
Enter the email address to which you will receive the status of your import.
Click Continue.
Import will be Initiated → Click Finish.
You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.
Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to Download the Failed Records by clicking on the Download button. You can correct the remaining failed record and precede to reimport them.
Once done you can see the Status as COMPLETED

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