CloudWaitress
  • Overview
  • Getting Started
    • Hardware Requirements
    • 10-Minute Quickstart
    • Setup Your Menus
    • Configure Your Services
    • Customize Your Design
      • Hide Store Header Section (header image)
    • Managing Orders & Bookings
    • Promoting Your Store
  • How to Guides
    • Accepting Payments
      • 🔐Stripe+ Integrated Payments
        • Setup Integrated Stripe Payments
        • Using Stripe Integrated
        • Changing Bank Account / Debit Card Details Associated with an Express Account
      • Setup PayPal Payments
      • Setup Apple Pay with Checkout.com
      • Setup Stripe Payments
      • Set up Bancontact Payments
    • Adding Closed Hours
    • Adding Delivery Zones
    • Adding Staff Account
    • Bump Screen Technology
      • Mastering the Bump Screen
    • Cloudwaitress and Walletly
    • Design Customization - Advanced
      • Hide Store Header Section (image)
    • Examples of Dates & Times and their corresponding formats
    • Export/Import Menu Feature
    • How To Add Driver Tracking
    • How To Add SEO (Search Engine Optimization)
    • How To Change Weekly Reporting View
    • How to Create & Import a Menu Using a Spreadsheet
    • How to Enable Pre-Orders in CloudWaitress
    • How To Integrate Postmates with CloudWaitress
    • How To Integrate Walletly with CloudWaitress
    • How To Opt-Out of Google Hosted Fonts
    • How to Set Up Conditional Fees in CloudWaitress
    • How To Set Up Google Analytics Integration
    • How to Show/Hide Header Function
    • Link Directly to menu
    • Managing the Order Dashboard
    • Order Acknowledgement Feature
    • Pause Ordering Feature
    • Purchase A Domain Name
    • Set Maximum Orders Per Time Interval
    • Setup A Custom Domain
    • Setup An iOS & Android App
    • Setup Custom Checkout Fields
    • Setup Facebook Login
    • Setup Facebook Ordering
    • Setup Google OAuth Client ID
    • Uber Direct Setup Manual
    • Understanding Languages
      • How users can change languages on frontend
    • Understanding Printing
      • How to Set Up a Printer on Android
      • Printing - Windows Network Printing
      • Printing - Windows Shared Printing
      • Printing - API Key
      • Add a USB printer to Windows
      • Setup Split Printing
      • How to copy the printer API key
      • Setup Printing For Windows
  • Platform Information
    • Customer Accounts
    • Your Subscription & Billing
    • Special & New Features
      • Public Holiday Surcharge
      • Make Service Pop-Up Required
      • COVID-19 Discount for United Kingdom
      • Delayed Order Email Notification
  • Resellers
    • Overview
    • Getting Started
    • Documentation
Powered by GitBook
On this page
  1. How to Guides

How to Create & Import a Menu Using a Spreadsheet

You can now create a menu in a spreadsheet and will be able to import it into your online ordering site.

PreviousHow To Change Weekly Reporting ViewNextHow to Enable Pre-Orders in CloudWaitress

Last updated 3 months ago

Here's a guide on how this feature works

Steps:

  1. Log in to your dashboard. Once you're logged in, navigate to the 'Staff Account' section

  • It's important to ensure that the 'Import/Export' feature is enabled when creating a staff account. If this feature isn't toggled on, the store won’t have access to import or export menus.

2. Go to your dashboard's "Menus" section. Here, you have the option of using one of the provided templates or creating a custom menu. - You will see the list of menus, categories, and dish names when the initial menu has been created. Option sets will also be generated.

  1. To edit your menu in a spreadsheet. Click the 'CSV Export' option to extract the menu data. The exported CSV file will contain several columns that you need to fill in with the correct information. - The important coumns to fill out are as follows:

    • Menu Name

    • Category Name

    • Dish Name

    • Dish Type (Standard or Combo)

    • Dish Description

    Note: You can delete the Menu ID, Category ID, and Dish ID. These can be deleted as they are not required for editing.

    4. Begin adding your new menu data. Once completed, save the file in CSV format. 5. After saving the new menu on the spreadsheet, you can now return to the menus and erase the original /current menu generated previously. 6. Then Import the updated CSV file into your ordering site by clicking the "CSV Import" button.

    • Once the import is successful, the dishes will be created based on the information you entered in the spreadsheet.

    Note: Option sets and tags are not included in the CSV file. After completing the export and import process, you’ll need to manually create the option sets and link them to each dish.