Importing | Restaurant365 Customer Center

Troubleshooting Imports

The following errors may occur when importing data in to Restaurant365. Click here for an Overview of EDI Vendor Integrations. Review error types for troubleshooting tips and steps to error resolution Revision Date: 3/9/2017 [ps2id id=’closed-period’ target=”/] Closed Period Cause: Journal Entries cannot be imported in to a Closed Period. If the date of the Journal Entry falls in a Closed Period for the Legal Entity (by way of the Location), the system will not allow the Journal Entry to be posted in the Closed Period. Click here for more information on Closed Periods Resolution: If the date on the Journal Entry falls … Continued

AP Import Templates

Overview AP Transactions can be imported in to Restaurant365 using CSV templates. Numerous Vendors are integrated with Restaurant365 and each provides a unique file format that can be imported. Click here to see a list of Integrated Vendors Restaurant365 provides a Generic template that any customer, or non-integrated Vendor, can use to perform AP Imports. Templates can be imported automatically via FTP, or AP Automation or they can be imported manually via the Vendor menu. AP Transactions can be imported by Item, or by Account. Templates [table id=15 /]

Import Tool

Restaurant365 comes with an import tool which allows end users to import many types of records such as Vendors, GL Accounts, Items, Beginning Balances, Recipes, Item Locations, Vendor Items, etc. These imports can create new records or update existing records To access the import tool navigate to the Administration menu in the top ribbon and select ‘Import’ Upload File step This step is where you choose what record you’ll be importing, whether it will create or update those records, and then select your file to import. The fields are described below: Options – in this list box you select … Continued