What's New - ECM Release with OE-13259

OE-13259

Menu Items: Allow import/export of menu items to/from ECM via  CSV file

This feature allows accounts to add or update multiple menu items by importing/exporting a formatted CSV file as needed with information about the menu items. 

• Basic information (from the menu items General tab) can be imported using the Import function. 

• To include information from the other tabs (Site availability, etc.), the External ID of the menu item must be added to the CSV file before importing. 

When the account feature toggle is enabled, Import and Export buttons are shown on the Menu Items grid page. 

Open

Import

• Click Import on the grid page

• On the import pop-up page, click Import 

• Locate and select the menu items file to be imported/uploaded from the file manager 

Open

• A progress dialog will display as the file is imported

• Click Close to close the window when the import is complete

• Menu items will be updated with the new file information 

Note: 

• Basic information (from the menu items General tab) can be imported using the Import function. 

• To include information from the other tabs (Site availability, Pricing Overrides, Taxes, Components, Serving Options, etc.), the External ID of the menu item must be added to the CSV file before importing. 

  • The External ID of the menu item is on the Menu Items grid 
    
    

    
    
    

    • Add the External ID to the CSV file in the column labeled:

      Copy Properties from Menu Items

    • To copy the media as well, add the External ID and the word "true" separated by a comma as shown:

Export 

• Click Export on the Menu Items grid page 

  • Note: If the Menu Items page is filtered to show a subset of records (e.g., all beverages), only the filtered record will be exported

• The menu items will be exported to a CSV file and the file will open

• Make changes as needed to the file

• Save the file to the file manager

• Use Import  to import the file to update the menu items with the changes 

Export template for new accounts with no menu items 

• For new accounts with no menu items yet configured in ECM, the menu items import template can be exported, edited as needed to add the menu items and then imported to ECM. 

Missing information on import

• If a required menu item element is missing on import, the system will display a message advising which element is missing.