Batch import/export

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Batch import/export

» Available only in Dotypos FULL and higher. «

Dotypos Cloud lets you import/export the following items from/to the Dotypos cash register system:

 

The import/export process is identical for all items. In the web interface of Dotypos Cloud just go to the item LISTS and then to the specific list or to the report Ingredient overview to import ingredients. The heading of the page with the selected list will have the button for exporting to .xls or .csv format. You have to subscribe to notifications from Dotypos Cloud prior to exporting data from the cash register to Excel or .csv format. The instructions for that can be found in this chapter. You can adjust the exported file and then import it back, although only in .csv format using the import button. When the adjustments have been made, you have to save the exported .xls file to the .csv format and import it back. The .xls format cannot be imported.

 

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How to import data correctly is described in this chapter, where you can find an example of importing products and their preferences using the Excel application.

We can also help you with importing into the cash register. You just have to download one of the files in this article and fill it out with your data. Then, you send it to technical support with a request for importing data. We only perform the data import using these files.

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How do I import/export items to/from the cash register?

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Here is an example of the import and export of products. Go to LISTS » PRODUCTS. Use the buttons 01 to save (export) the existing products either in .csv format or to an Excel table. To import the products, click on 02 IMPORT.

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A field will appear with the button Select... 03. Click on this button to open the dialog for file selection. Now select the prepared file for import in .csv format. The file has to be prepared exactly according to the stated requirements for each item (see bullets with items at the beginning of this chapter). Once you select the file for import, the buttons to upload or delete it will appear 04 by the field 05. If you have selected the right file, use Upload to import it. Use Delete to remove the selected file so you can select another one for import. Import for typical establishments allows you to import a list of commonly used items for various types of establishments (drugstore, tobacco shop, convenience store, etc.) 06.

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The panel showing progress shows you when the import will be finished. The panel will show 100%. Now the file has been imported correctly. When Dotypos next synchronizes, the imported or adjusted products will be available in the touch cash register. You can also force a manual synchronization by clicking on the cloud icon on the main screen of Dotypos.

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Once you have clicked on Import, the text link sablona.csv for file selection appears next to the field (see picture above). Click on the link to download the template file, which you can refill with data and use for importing back. This template already contains all the required columns, so all you need to do is add the data (in this case your product’s properties).

 

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Always use this adjusted template or a modified exported file for imports. The imported file has to be in .csv format as the import of .xls(x) files or files in other formats is not supported! Never import your own files because it could harm the database’s data structure!

If you want to amend the .csv file in Excel, the column productID has to be in the format TEXT. If not, the file will either not be imported at all or imported incorrectly. Find the format settings in this chapter.

Keep all columns in the file for import even if they contain no data. Do not delete columns with no data. The file encoding must be either UTF-8 or Windows-1250 (CP-1250) to avoid any incorrect display of diacritics.

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