The majority of records that reside in Restaurant365 can be updated via the Restaurant365 Import Tool. When performing bulk updates, the Import Tool typically references a record based of the ‘Name’ value on the record.
When making updates to Employee Records, the ‘EmployeeId’ value is the key mapping value, as opposed to the ‘Name’ value.
It is common for employees to work at multiple Locations, and therefor have multiple/duplicate Employee Records imported from multiple POS systems. These records must be merged in to a single master record for correct employee identification throughout Restaurant365.
Employee Merge and Employee Updates are two separate tasks that use different Options on the Import Tool.
Merging can be performed manually, one record at a time, or via template and the Import Tool.
Open the Employee Record that will be merged in to a different record. Hover over the ‘Save’ menu and select ‘Merge’.
The ‘Merge into Selected Employee’ prompt will load. Locate and select the destination Employee Record, then click ‘Merge’. The current record will be merged in to the destination record.
Note: information located on the General tab in the Origin record will not be transferred to the Destination record. If there is any information on the General tab that needs to be transferred, perform the manual transfer prior to merging the records
Export the Employee List to an Excel file. Open the file and locate the ‘EmployeeId’ column for each Employee record that will be merged via Import. Open the Import Tool and Select ‘Employee Merge’, and ‘Create New’
Click ‘Download Template’ to download the Employee Merge template.
Populate the ‘Old’ column with the Origin ‘EmployeeId’ and the ‘Merge Into Employee’ column with the Destination ‘EmployeeId’.
Save the template as a CSV then upload in to the Import Tool and proceed through the Import Tool steps to complete the Bulk Employee Merge.
To perform a Bulk Update on Employee Records, navigate to the Employee Table in the Operations Module. Note: perform any Employee Merges prior to performing Employee Updates as not all data will transfer when performing Merges.
Upon loading, export the table by clicking the Export button in the top right corner of the table
This action will produce a .csv file will the entire contents of the table included. Open the file and make the desired edits. When complete, save the file (ensure it is saved as a .csv).
Navigate to the Import Tool (Administration > Import Tool) and set the Option and Type as follows:
Type: Update Existing
Upload the file containing the Employee Record changes that was recently saved. Click ‘Next’ to proceed to Step 2 – Map Fields.
The available values should map automatically. However, if a value does not map to a column properly, click the selection arrow on the drop down next to the value to manually select the column. Note: the EmployeeId field mapped automatically and is located at the top of the list of mapped values
Click Next to proceed to Step 3 – Import. Click the Import button to complete the update. The EmployeeId values will be displayed as hyperlinks along with the success message