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Instructions for Importing your MenuDrive Menu using a CSV file

                                                                                      

Instructions for Importing your MenuDrive Menu using a CSV file. 

DRAFT ARTICLE FOR UPCOMING FEATURE

Overview
The Menu Import Template
 CSV files
Import CSV files into Google Sheets
Export CSV files using Google Sheets
Importing Your Menu

 

Overview

One of the biggest challenges to taking online orders is bringing your menu to MenuDrive.

To get started we recommend that you streamline your menu to show your bestsellers on your online menu. Also, for most areas, alcoholic beverages cannot be sold for delivery or takeout, and some menu items pose packaging problems for takeout or delivery; they just don’t travel well. Those items should not be displayed on your online menu.

 

Once you have determined the items you want to sell online, you can build your menu quickly and easily using templates we provide. Just fill in the templates on a spreadsheet, convert the spreadsheet to a CSV file, and import the menu from your Admin Control Panel.

 

Of course you’ll need an internet connection, and spreadsheet software. We recommend Google sheets to prepare your menu file for upload.

 

The Menu Import Template

You can download the CSV template from the Admin Control Panel.

Click Menu Export/Import

select_exportimport.png

From the landing page click Click here to download csv template.

click_to_get_template.png


The template has the following columns and descriptions of the columns.

Under Items

  • Groups - The name of the different menu groups that your restaurant/business may have. (examples - breakfast, lunch, specials, etc.)
  • Categories - The different sections under each of your menus. (examples - Appetizers, soups, entrees, etc.)
  • Category Description - Brief description for the category you've selected. (This is optional)
  • Item - The individual item that is within your menu. (Include any modifiers in the item list) (examples - Greek dressing, Pepperoni Pizza, French Toast, etc.)
  • Item description - Brief description of the item. (This is optional) (example - For item "House Salad"...Romaine lettuce, shredded cheddar cheese, baby tomatoes, smoked ham, diced egg, onions, cucumbers.)
  • Size names - The sizes that you have available for your given items. (examples - small, medium, large)
  • Main Price - The total selling price of the item. Just numbers, no $ or other monetary symbols.
  • Attached Mod Groups - The modifier group you'd like the modifier to be associated with. (Only used if the item is a modifier). (example -  If the item is "Thousand Island Dressing", the modifier group could be "Salad Dressings")
  • Main POS ID - POS ID is related to using a POS integration.  If you are using a POS company integrated with MenuDrive you will need to enter the PLU in this field.  POS machines do not understand "Item Names".  They understand the PLU."

Under Modifiers

  • Group - The name of the modifier groups that your restaurant/business may have.(examples - salad dressings, cook temperature, egg style, etc.)
  • Item - The individual modifier items in your menu. (Include any modifiers in the item list) (example - Under the cook temperature group you may have; rare, medium rare, medium, well done, etc.)
  • Type - The way your customer will select the modifier options. The following options are available:
    • Checkbox - This is the most common Modifier type used.  You can create a minimum and maximum option.  For example if the minimum is 0 and the maximum is 2 it means the customer can choose up to two options in the Modifier group but they are not forced to select the option.
    • Radio Button - This option is a minimum and a maximum of 1.  This means they must choose an option to proceed and they can only choose 1 option.
    • Dropdown - This is like a radio button, the customer can only choose 1 option, but it is a dropbox option instead of a radio button.
    • Quantity Signs - displays a + or - and allows customers to specify # of modifier they want
    • Half Topping Matrix - displays in rows and columns with icons for different sides (for whole, left, right sided modifiers i.e. pizza/sub toppings)
    • Custom Topping Matrix - Similar to half topping, but can create custom labels for the 3 columns (i.e. instead of whole, right, left you can create light, medium, heavy)
  • Price - If the modifier item is an upsell, the price associated with the modifier item. If it is not an upsell enter 0.00. Just numbers, no $ or other monetary symbols.
  • Attached Mod Group - This column is for the case where a modifier item also has a modifier. (example - a plate of spaghetti could have a side dish modifier. One of the selections could be a side salad. The side salad would need a salad dressing modifier associated with it).
  • Custom Labels - description of the modifier
  • Min - If you want the customer to choose a certain number of choices this is the minimum number.
  • Max - If you want the customer to choose a certain number of choices this is the maximum number.
  • Main POS ID - POS ID is related to using a POS integration.  If you are using a POS company integrated with MenuDrive you will need to enter the PLU in this field.  POS machines do not understand "Item Names".  They understand the PLU."
  • Notes -

 

 CSV files

Much of the material in this section has been copied from https://help.shopify.com/en/manual/products/import-export/using-csv#csv-files

 

CSV stands for Comma Separated Values, a file format (.csv) for spreadsheets. You can use CSV files to import and export menus from MenuDrive

 

They can be useful in many situations, such as when you are switching to MenuDrive from another ecommerce platform, need to import a menu from a POS, or if you just want to upload menu by using a spreadsheet, instead of manually adding each menu Group, Category, Modifier, and item.

 

CSV files might seem intimidating at first, but after you understand their format and how they work, you might decide to use them for a variety of tasks.

 

In a CSV file, each entry represents a cell in a spreadsheet, each line represents a new row, and each comma indicates where one entry ends and another one begins.

 

For example, the entries in this menu template example CSV file:

 

 

look like this in a spreadsheet program:

 

 

We recommend that you use Google Sheets to work with your CSV files. To use Google Sheets to edit a CSV file, you must import the CSV file into the Google Sheets program, or another spreadsheet program.

 

Import CSV files into Google Sheets

When you export a CSV file from your MenuDrive Menu Import/Export tool, it opens as a .csv file in your computer's native text editor. You can also use an alternative text editor, but it's recommended that you use a spreadsheet program to view and edit your CSV files instead.

 

Here’s How

 

  1. Log in to your Google account
  2. On the Google Sheets page, click Blank in the Start a new spreadsheet section:


  3. From the Untitled Spreadsheet page, go to File > Import...:


  4. Locate and select the CSV file that you want to edit.
  5. In the Import file dialog, select your preferred options under the Import action, Separator character, and Convert text to numbers and dates sections.
  6. Click Import.


  7. Your CSV will look something like this after you've uploaded it:


  8. From here you can edit your CSV. When you are done, you can export it from Google Sheets as a .csv file.

 

.

Export CSV files using Google Sheets

When you are done viewing or editing your CSV file in Google Sheets, you can export it as a .csv file to your computer.

 

Here’s How

 

From your CSV spreadsheet page, go to File > Download as > Comma-separated values (.csv, current sheet):

 

 

Your CSV file will appear in your downloads folder.

That's it for the information copied from https://help.shopify.com/en/manual/products/import-export/using-csv#csv-files  

Importing Your Menu

After preparing your CSV menu file, you are now ready to import it to your MenuDrive Storefront.

 

  1. Log in your Admin Control Panel and click Menu Export/Import on the side menu.

    landing_page1.png
  2. Click Import Menu.

    Import_menu_button.png

  3. You can browse to find your prepared CSV file, or drag and drop it.

    after_import_menu_button.png
  4. Click Upload and you will see a preview of the CSV data.

    CSV_preview.png

  5. Click Confirm to start the import.

 

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  1. You will receive email notification of import menu status. The email notification will look something like this.

    emailAlert.png
  2. The csv file for download is the menu that was on your site before the import.
  3. Please visit your MenuDrive Storefront and take a look at your imported menu. Create a test order to make sure it is working as you planned.
  4. If there is a problem, you can easily import the csv file in the email to return to your old menu. If you can't figure out how to fix the new menu csv file for import, contact support.

 

 

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