Updating Menus for the Same Business

Menus often require updates, this can be a tedious task for many users. By exporting the current menu, these changes can be made quickly and effortlessly in one file, and then imported back to Redbox to apply the changes.

This guide is specific to exporting and importing menus, menu items, options and option items for the same business. For other usage scenarios, please see the Menu Importing and Exporting guide.

Exporting

Menus:

Navigate to the Redbox Management Portal → Businesses → Select the required business → Menu → Select ‘Export’ → Select ‘Menu’ → Select ‘Update existing items’ → Click Export. This will create and download a CSV file with all the menus currently available for this business.

Open this CSV file, and edit the file as needed.

Each existing menu has been allocated with a unique menuId, these are listed in the CSV file, please do not make any changes to the current ID’s. When importing the menu back into the Redbox system, the ID will be used to ensure the correct updates are applied to the correct menus.

If you would like to add new menus to the CSV, add a new row and leave the ID value blank. The Redbox system will allocate the new menu with a unique ID on import.

When you have finished making changes save it as a .CSV file.

Menu Items:

Navigate to the Redbox Management Portal → Businesses → Select the required business → Options → Select ‘Export’ → Select ‘Options’ → Select ‘Update existing items’ → Click Export. This will create and download a CSV file with all the options currently available for this business.

Open this CSV file, and edit the file as needed.

Each menu item has various ID’s assigned to according to the set up in the Redbox Management Portal. While editing the CSV, please do not make any changes to the ID, menuId or optionId columns. When importing the menu items back into the Redbox system, the ID of the menu item, the menu it belongs to and any Options which are attached will be used to ensure the correct updates are applied to the correct menu items.

If you would like to add new menu items to the CSV, add a new row and leave the ID, menuID (unless you know the correct Menu ID’s, in which case this information can be supplied) and Option fields blank. The Redbox system will allocate the new menu item with a unique ID on import, and provide a drop down of all the menus available for the business to select from.

When you have finished making changes save it as a .CSV file.

Options:

Navigate to the Redbox Management Portal → Businesses → Select the required business → Options → Select ‘Options’ → Click Export. This will create and download a CSV file with all the options currently available for this business.

Open this CSV file, and edit the file as needed.

Each existing option has been allocated with a unique option ID, these are listed in the CSV file, please do not make any changes to the current ID’s. When importing the menu back in the Redbox system, the ID will be used to ensure the correct updates are applied to the correct menus.

If you would like to add new options to the CSV, add a new row and leave the ID field blank. The Redbox system will allocate the new option with a unique ID on import.

When you have finished making changes save it as a .CSV file.

Option items:

Navigate to the Redbox Management Portal → Businesses → Select the required business → Options → Select ‘Export’ → Select ‘Option items’ → Select ‘Update existing items’ → Click Export. This will create and download a CSV file with all the options currently available for this business.

Open this CSV file, and edit the file as needed.

Each option item has various ID’s assigned according to the set up in the Redbox Management Portal. While editing the CSV, please do not make any changes to the Id or optionId columns. When importing the option items back into the Redbox system, the ID of the option item, and the optionId the option item belongs to will be used to ensure the correct updates are applied to the correct menu items.

If you would like to add new option item to the CSV, add a new row and leave the ID and optionId (unless you know the correct Option ID’s, in which case this information can be supplied) fields blank. The Redbox system will allocate the new option item with a unique ID on import, and provide a drop down of all the options available for the business to select from.

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).

Navigate to the Redbox Management Portal → Businesses → Select the required business → Menu → Import → Click ‘Browse’ → Locate the menu or menu items CSV file you would like to import → Click ‘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).

Navigate to the Redbox Management Portal → Businesses → Select the required business → Options → Import → Click ‘Browse’ → Locate the option or option items CSV file you would like to import → Click ‘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 a option 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.

How to save the CSV file 

The Redbox systems import facility will only accept file 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

1. Once you have completed the edits to the file

2. Click ‘File’

3. Click ‘Export to’

4. Select ' CSV

5. On the Export Your Spreadsheet popover, select ‘Next…’

6. Set the name of the file and select where you would like the document to be saved

7. Click ‘Export’

8. Your file is now ready to be imported into the Redbox Management Portal

Saving the CSV file using Windows Excel program

1. Once you have completed the edits to the file

2. Click ‘File’

3. Click ‘Save’

4. Locate the .CSV file on your device (it was most likely saved in your downloads file)

5. Right click the file name, select ‘Open with’ and select ‘Notepad’

6. The file will be opened in Notepad, here you will need to delete any blank spaces trailing the last comma in the document

7. Once you have deleted all the blank spaces trailing the last comma, click ‘File’

8. Click ‘Save’

9. Your file is now ready to be imported into the Redbox Management Portal

Saving the CSV file using Google’s Google Docs

1. Once you have completed the edits to the file

2. Click ‘File’

3. Click ‘Download’

4. Select ‘Comma Separated Values (.CSV)’

5. The file will now be downloaded to your device and is ready to be imported into the Redbox Management Portal.

Field Values for CSV files

Menus:

Menu Items:

Options:

Option items: