Import Data

Import Data allows you to re-import of data from the POS into PAR OPS. It can be Regular (for the current period). Importing data is necessary when it is determined that data has not been imported after running the Missing POS Data report. History (POS data prior to the current period) can be imported for a period that has already been closed. This is commonly used to import historical POS data when a Unit first comes on to PAR OPS or when an End of Day import successfully ran, but some data is missing.

How Do I Launch Import Data  Activity?

Below are the steps on how to launch Import Data

1. Select Point of Sale from the Menu Folder
2. Select Import Data activity

How Do I Set Up A Current Period Import?

Once you have opened Import Data,

1. Select the Unit
2. Select the Date
3. Select the Data Source
   1. POS Data Sources are configured in the POS Import Setup activity. If you only want to import Payroll data, you would want to select the data source for Payroll information. If you want End of Day data, you would select an End of Day data source.
4. Enter a Comment regarding the import.
   1. The Imported Date column populates once import is complete.
5. Click Save
   1. This saves the settings for an import. The import occurs when the next End of Day or Full Auto Import is run.

How Do I Set Up An Import For History?

The History tab allows you to set up an import of Historical data (any data prior to the current period). This requires that the unit has the Enable History check box checked in Restaurants. A common example of importing historical data is when a unit first comes on to PAR OPS. This History tab can enable you to import historical data such as the last 6 months of POS data.

Once you have opened Import Data, perform the following

1. Select the Unit in the 'UNIT' column
2. Enter the first date  in the 'FROM DATE' column
3. Enter the last date in the 'THRU DATE' column
4. Select the source in the 'DATA SOURCE' column
   1. Be certain to change the Data Source from Auto Import Default to the correct Data Source for your import
5. Add a comment if appropriate in the 'COMMENT' column
   1. You may want to note that the unit is importing historical data for the prior 6 months
6. Click Save

How Do I Copy Imports?

You can quickly create multiple imports by copying. A good example of using this function is setting up multiple restaurants to import historical data.
Once you have opened Import Data, perform the following

1. Select a row to copy
2. Click Actions
3. Select Copy to copy that restaurant's import settings
4. Select the restaurant(s) you want to copy the settings to
5. Click Ok
   1. You will see a new row added for each restaurant you selected with the same settings as the row you copied
6. Adjust any settings for each unit i.e. Dates, Data Source
7. Click Save

FAQ

What is the Queue Control tab populated with?

The Queue Control tab will display any details for errors that have occurred when these imports have attempted to run.