Copying a Menu from one Business To Another
A catalogue of menus, menu items, options or option items can be exported and imported into another business or environment, for example, from the Staging environment to the Production environment or vice versa. This process requires a specific set of steps to allow a smooth transfer of data. For other usage scenarios, please see the Menu Importing and Export guide.
Exporting
Menus
How to locate the Menu page: Redbox Management → Businesses → Select a Business → Menu
Once on the ‘Menu’ page:
Select ‘Export’.
Select ‘Menu’.
Select ‘Creating new items’.
Select ‘Export’. This will create and download a CSV file with all the menus currently available for this business.
Open this CSV file, and remove all the values currently under the id column, these values are the menu IDs unique to the business they are attached to. Make any additional changes required. On importing the menus into the new business, the Redbox system will allocate the menus with IDs unique to the new business.
When you have finished making changes save it as a .CSV file.
Menu Items
Once on the ‘Menu’ page (see above instructions):
Select ‘Export’.
Select ‘Menu Items’.
Select ‘Creating new items’.
Select ‘Export’. This will create and download a CSV file with all the menu items currently available for this business.
Open this CSV file, and remove all the values currently under the id, menuId and optionID columns, these values are the IDs unique to the business they are attached to. Make any additional changes required. On importing the menus into the new business, the Redbox system will allocate the menu items with IDs unique to the new business.
When you have finished making changes save it as a .CSV file.
Options
How to locate the Options page: Redbox Management → Businesses → Select a Business → Options
Once on the ‘Options’ page:
Select ‘Export’.
Select ‘Options’.
Select ‘Creating new items’.
Select ‘Export’. This will create and download a CSV file with all the options currently available for this business.
Open this CSV file, and remove all the values currently under the id column, these values are the option IDs unique to the business they are attached to. Make any additional changes required. On importing the options into the new business, the Redbox system will allocate the options with IDs unique to the new business.
When you have finished making changes save it as a .CSV file.
Option Items
Once on the ‘Options’ page (see above instructions):
Select ‘Export’.
Select ‘Option Items’.
Select ‘Create new items’.
Select ‘Export’. This will create and download a CSV file with all the option items currently available for this business.
Open this CSV file, and remove all the values currently under the id and optionID columns, these values are the IDs unique to the business they are attached to. Make any additional changes required. On importing the menus into the new business, the Redbox system will allocate the option items with IDs unique to the new business.
When you have finished making changes save it as a .CSV file.
Importing
Menu and Menu Items
The Redbox system will automatically detect which type of import your are submitting (Menu or Menu Items).
Once on the ‘Menu’ page (see above instructions):
Select ‘Import’.
Select ‘Browse’.
Locate the menu or menu items CSV file you would like to import.
Select ‘Start Import’.
A view called ‘Import Data’ will appear with all the data from the CSV file.
From this view, you can:
make further changes to the menus if necessary.
select which items you would like to be import or deselect items which you do not want to be imported.
Allocate menu items to a menu via a pre-populated drop down box (menu item imports only).
Once you are happy with the current selection, click on Import Selected, one by one the items will be imported. When the import is complete, you will get a success message. Please refresh the screen after each import is successful to see the updates.
Options and Option Items
The Redbox system will automatically detect which type of import your are submitting (Option or Option Items).
Once on the ‘Options’ page (see above instructions):
Select ‘Import’.
Select ‘Browse’.
Locate the option or option items CSV file you would like to import.
Select ‘Start Import’.
A view called Import Data will appear with all the data from the CSV file.
From this view, you can:
make further changes to the options if necessary.
select which items you would like to be import or deselect items which you do not want to be imported.
allocate option items to an option via a pre-populated drop down box (Option item imports only).
Once you are happy with the current selection, click on Import Selected, one by one the items will be imported. When the import is complete, you will get a success message. Please refresh the screen after each import is successful to see the updates.
How to Save the CSV file
The Redbox systems import facility will only accept files in the .CSV format. Saving the file in the correct format is an important step in setting up the .CSV file.
Saving the CSV using Apple's Numbers program
Once you have completed the edits to the file
Select ‘File’.
Select ‘Export to’.
Select ' CSV.
On the Export Your Spreadsheet popover, select ‘Next…’
Set the name of the file and select where you would like the document to be saved.
Select ‘Export’.
Your file is now ready to be imported into Redbox Management.
Saving the CSV file using Windows Excel program
Once you have completed the edits to the file.
Select ‘File’.
Select ‘Save’.
Locate the .CSV file on your device (it was most likely saved in your downloads file).
Right click the file name, select ‘Open with’ and select ‘Notepad’.
The file will be opened in Notepad, here you will need to delete any blank spaces trailing the last comma in the document.
Once you have deleted all the blank spaces trailing the last comma, select ‘File’.
Select ‘Save’.
Your file is now ready to be imported into Redbox Management.
Saving the CSV file using Google’s Google Docs
Once you have completed the edits to the file.
Select ‘File’.
Select ‘Download’.
Select ‘Comma Separated Values (.CSV)’.
The file will now be downloaded to your device and is ready to be imported into Redbox Management.
Field Values for CSV files
Menus
Column Names: | What is it? | Input Values |
|---|---|---|
id | A unique ID generated by the Redbox system for each menu on creation | LEAVE BLANK |
name | The name of the menu | Enter the name of the menu |
description | A description of the menu | Enter the description of the menu, or leave this blank |
fulfillmentMethods | Which fulfilments the menu will be offered on | DELIVERY|TABLE|COLLECTION each fulfilment needs to be separated by a | and no spaces. This can be left blank and selected on import |
addOnItemsMenu | Sets the menu to be a Add-On-Sale Menu | TRUE or FALSE |
Menu Items
Column Names: | What is it? | Input Values |
|---|---|---|
id | A unique ID generated by the Redbox system for each menu item on creation | LEAVE BLANK |
name | The name of the menu item | Enter the name of the menu item |
price | The price the customer pays for the menu item | Enter a value as ££.pp eg 12.99 |
costPrice | The production or cost price of the menu item, used for managing discounts | Enter a value as ££.pp eg 12.99 or leave the field blank |
minPrice | This is the minimum price the menu item will be offered for ('add-on sale' menu items only) | Enter a value as ££.pp eg 12.99 or leave the field blank |
menuId | The unique ID of the menu which the menu item belongs to | If it is a new menu item, either enter the menu id of the menu (if known), or leave this field blank and select this information on import |
optionId | The unique ID of the option which is assigned to the menu item | If it is a new menu item, either enter the option id of the option (if known), or leave this field blank and select this information on import |
description | A description of the menu item. | Enter the description of the menu item, or leave this blank |
isVegan | Allergy tag, enabled (TRUE) or disabled (FALSE) | TRUE or FALSE - if left blank, the field will default to FALSE |
isVegetarian | Allergy tag, enabled (TRUE) or disabled (FALSE) | TRUE or FALSE - if left blank, the field will default to FALSE |
isGlutenFree | Allergy tag, enabled (TRUE) or disabled (FALSE) | TRUE or FALSE - if left blank, the field will default to FALSE |
isDairyFree | Allergy tag, enabled (TRUE) or disabled (FALSE) | TRUE or FALSE - if left blank, the field will default to FALSE |
isAgeRestricted | Age restriction tag, enabled (TRUE) or disabled (FALSE) | TRUE or FALSE - if left blank, the field will default to FALSE |
SKU | A SKU (Stock Keeping Unit) identifier | Any number of digits or letters |
UPC | A UPC (Universal Product Code) number | 12 digits |
Options
Column Names: | What is it? | Input Values |
|---|---|---|
id | A unique ID generated by the Redbox system for each option on creation | LEAVE BLANK |
name | The name of the option | Enter the name of the option |
minOptions | The minimum amount of options a user can select | Enter a number, if left blank, the field will default to 0 |
maxOptions | The maximum amount of options a user can select | Enter a number, if left blank, the field will default to 1 |
Option items
Column Names: | What is it? | Input Values |
|---|---|---|
id | A unique ID generated by the Redbox system for each option item on creation | LEAVE BLANK |
name | The name of the option item | Enter the name of the option item |
price | The price the customer pays for the menu item | Enter a value as ££.pp eg 12.99, if left blank, the field will default to £0.00 |
optionId | The unique ID of the option which the option item belongs to | If it is a new option item, either enter the option id of the option (if known), or leave this field blank and select this information on import |
description | LEAVE BLANK | LEAVE BLANK |
isVegan | LEAVE BLANK | LEAVE BLANK |
isVegaterian | LEAVE BLANK | LEAVE BLANK |
isGlutenFree | LEAVE BLANK | LEAVE BLANK |
isDairyFree | LEAVE BLANK | LEAVE BLANK |
isAgeRestricted | LEAVE BLANK | LEAVE BLANK |