Import Tools

Table of Contents

How to use Import Tools

Learn how to use Import Tools on the Merchant Portal to perform bulk upload of menu information for your restaurant.

To save time when setting up your restaurant, you can use Import Tools to import the following menu information in bulk:

Single Item
Product Name
Product Description
Modifier Name
Combo Option Name
Menu Tag
Product Tier Pricing
Discount Quantity
Modifier Combination Notes

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

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Important: Ensure the import task is successful before making any menu changes. If changes are made while the import is still in progress, the system will display an alert.

Bulk Import for a Single Item

To import for a Single Items in bulk, follow the steps below:

Merchant Portal 2.0

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

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Single Item.
Click on the Dining Type drop-down and select the dining type of the single items you want to update.
Next to "Menu Operation," choose the operation that you want to perform. You can select from the following operations:
- Add to Menu
- Edit Menu
- Delete from Menu
After choosing an operation, click on download template.
To modify the template, enter the data in all of the relevant fields in the Excel file.
- 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 used 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.
(Optional) Enable API User Permission(s).
To upload your modified template file, click on Select File. Then, select your modified file.
Click on Submit to confirm.

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Merchant Portal (Classic Theme)

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

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Single Item.
Select where you want to import the Single Item. You can choose from Dine & Takeout or Catering.
At the top right, click on Add new task.
Choose from the following operations:
- Add to Menu
- Edit Menu
- Delete from Menu
After choosing an operation, click on download template.
To modify the template, enter the data in all of the relevant fields in the Excel file.
- Add to Menu
  - Sheets titled Category, KitchenStation, and ItemType are only used 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.
(Optional) Enable API User Permission(s).
To upload your modified template file, click on Choose File. Then, select your modified file.
At the top right, click on Submit to confirm.

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Bulk Import for Product Name

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

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

Merchant Portal 2.0

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

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Product Name.
Click on the Dining Type drop-down and select the dining type of the menu items you want to update the product names of. Then, click on Next.
Under "Step 1," click on the Included Category(s) and Included Item(s) drop-down lists and select the categories and items you want to include in the template. When selecting a category, you can also choose to exclude certain items through the Excluded Item(s) drop-down.
Under "Step 2," click on Download Template. This downloads a file that includes your menu items to your device.
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.
Once you've modified and saved the file, under "Step 3," click on Upload to upload your modified template file. Then, select the xls file from the list.
Click on Submit to confirm.

Delete

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.

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Product Name.
At the top right, click on Add new task.
Click on download template.
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.
To upload your modified template file, click on Choose File. Then, select your modified file.
At the top right, click on Submit to confirm.

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Bulk Import for Product Description

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

To import Product Descriptions in bulk, follow the steps below:

Merchant Portal 2.0

Delete

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

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Product Description.
Click on the Dining Type drop-down and select the dining type of the menu items you want to update the product descriptions of. Then, click on Next.
Under "Step 1," click on the Included Category(s) and Included Item(s) drop-down lists and select the categories and items you want to include in the template. When selecting a category, you can also choose to exclude certain items through the Excluded Item(s) drop-down.
Under "Step 2," click on Download Template. This downloads a file that includes your menu items to your device.
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.
Once you've modified and saved the file, under "Step 3," click on Upload to upload your modified template file. Then, select the xls file from the list.
Click on Submit to confirm.

Delete

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.

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Product Description.
At the top right, click on Add new task.
Click on download template.
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.
To upload your modified template file, click on Choose File. Then, select your modified file.
At the top right, click on Submit to confirm.

Delete

Bulk Import for Modifiers Name

To import modifier names in bulk, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Modifiers Name.
Click on the Dining Type drop-down and select the dining type of the menu items you want to update the modifier names of. Then, click on Next.
Under "Step 1," click on the Included Category(s) and Included Item(s) drop-down lists and select the categories and items you want to include in the report. When selecting a category, you can also choose to exclude certain items through the Excluded Item(s) drop-down.
Under "Step 2," click on Download Template. This downloads a file that includes your menu items to your device.
To modify the template, enter the data in all of the relevant fields in the Excel file.
Tips:
- Only the languages included in the template are supported.
- To save time, only leave the rows that need to be edited.
Once you've modified and saved the file, under "Step 3," click on Upload to upload your modified template file. Then, select the xls file from the list.
Click on Submit to proceed.

Bulk Import for Combo Option Name

To import combo option name in bulk, follow the steps below:

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Important: The "Bulk Import for Combo Option Name" Portal permission must be enabled for your role to access the Bulk Import for Combo Option Name function.

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Combo Option Name.
Click on the Dining Type drop-down and select the dining type of the menu items you want to update the combo option names for. Then, click on Next.
Under "Step 1," click on the Included Category(s) and Included Item(s) drop-down lists and select the categories and items you want to include in the template. When selecting a category, you can also choose to exclude certain items through the Excluded Item(s) drop-down.
Under "Step 2," click on Download Template. This downloads a file that includes your menu items to your device.
To modify the template, enter the data in all of the relevant fields in the Excel file.
Tips:
- Only the languages included in the template are supported.
- To save time, only leave the rows that need to be edited.
Once you've modified and saved the file, under "Step 3," click on Upload to upload your modified template file. Then, select the xls file from the list.
Click on Submit to proceed

To import Menu Tags in bulk, follow the steps below:

Merchant Portal 2.0

Delete

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

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Menu Tag.
Click on Add new task.
Under "Step 1," click on download template.
To modify the template, enter the data in all of the relevant fields in the Excel file.
To upload your modified template file, under "Step 3," click on Upload. Then, select your modified file.
Click on Submit to confirm.

Delete

Merchant Portal (Classic Theme)

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

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

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Bulk Import for Product Tier Pricing

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

Merchant Portal 2.0

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

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Product Tier Pricing.
Choose the operation that you want to perform. You can select from the following operations:
- Add / Update Tier Price
- Change Price
Click on the Dining Type drop-down and select the dining type of the menu items you want to update the product tier pricing for. Then, click on Next.
For Add/Update Tier Price:
1. Select the Category(s) or the specific Item(s) with the Tier Pricing that you want to update and include in the template.
  
  Note: You can exclude specific Menu Items from a particular Category.
2. (Optional) Select the additional Tier Pricing that you want to update and include in the template.
3. Click on download template.
4. To modify the template, enter the data in all of the relevant fields in the Excel file.
  Tips:
  - If you leave any blank cell in the "Price" column, that price tier will be deleted after uploading the modified template file.
  - If you leave any blank cell in the "Price with Delivery Platform" column, the item's default price will be used after uploading the modified template file.
For Change Price:
1. Select the Category(s) and or the specific Item(s) with the Tier Pricing that you want to change and include in the template.
  
  Note: You can exclude specific Menu Items from a particular Category.
2. Click on download template.
3. To modify the template, enter the Tier Price change under the Change column.
  Tips:
  - Enter a positive value for a price increase or a negative value for price reduction. For example, if the original Tier Price is set to “3” and you enter “2” under the "Change" column, the new Tier Price will be “5.” If you enter “-2,” the new Tier Price will be “1”.
  - Leave the cell blank if there is no price change.
To upload your modified template file, click on Upload. Then, select your modified file.
Click on Submit to confirm.

Delete

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.

Log in to the Merchant Portal.
On the left panel, click on Import Tools, then click on Bulk Import for Product Tier Pricing.
Select where you want to import the Product Tier Pricing. You can choose from Dine & Takeout or Catering.
At the top right, click on Add new task.
Click on download template.
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.
To upload your modified template file, click on Choose File. Then, select your modified file.
At the top right, click on Submit to confirm.

Delete

Bulk Import for Discount Quantity

To import discount quantity in bulk, follow the steps below:

Merchant Portal 2.0

Delete

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

Log in to the Merchant Portal.
From the left panel, click on Import Tools, then click on Bulk Import for Discount Quantity.
At the top right, click on Add new task.
Under "Step 1," click on download template.
To modify the template, enter the data in all of the relevant fields in the Excel file.
To upload your modified template file, under "Step 3," click on Upload. Then, select your modified file.
Click on Submit to confirm.

Delete

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.

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

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Bulk Import for Modifier Combination Notes

To import supplementary modifier combination notes in bulk, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Import ToolsBulk Import for Modifier Combination Notes.
Click on +Add new task.
Under "Step 1," select the category or the items with the modifiers that you want to add supplementary notes to.
Under "Step 2," click on Download Template.
To modify the template, enter the data in all of the relevant fields in the Excel file.
To upload your modified template file, under "Step 3," click on Select File. Then, select your modified file.
Click on Submit to confirm.

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 import combo option name import modifier name

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Import Tools

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How to use Import Tools

Bulk Import for a Single Item

Merchant Portal 2.0

Merchant Portal (Classic Theme)

Bulk Import for Product Name

Merchant Portal 2.0

Merchant Portal (Classic Theme)

Bulk Import for Product Description

Merchant Portal 2.0

Merchant Portal (Classic Theme)

Bulk Import for Modifiers Name

Bulk Import for Combo Option Name

Bulk Import for Menu Tag

Merchant Portal 2.0

Merchant Portal (Classic Theme)

Bulk Import for Product Tier Pricing

Merchant Portal 2.0

Merchant Portal (Classic Theme)

Bulk Import for Discount Quantity

Merchant Portal 2.0

Merchant Portal (Classic Theme)

Bulk Import for Modifier Combination Notes

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