Overview

Managing menu data manually can become time-consuming and error-prone, especially for merchants with large menus or onboarding teams handling multiple stores.

The Bulk Item Upload feature allows you to create and update multiple menu items simultaneously using an Excel spreadsheet (.xls or .xlsx). Instead of editing items one by one in the Portal, teams can prepare menu data offline and upload it in batches.

This feature is designed to:

• Speed up merchant onboarding
• Reduce repetitive manual work
• Minimize data-entry errors
• Standardize menu structures across stores

Why Use Bulk Menu Upload

Bulk Menu Upload is commonly used for:

• Initial merchant onboarding
• Seasonal menu refreshes
• Price updates across multiple items
• Launching new product categories
• Bulk menu corrections
• Large-scale menu migrations

What This Feature Supports

Bulk Create

Create new menu items and categories in a single upload

Bulk Update

Update existing menu items using exported item 

What This Feature Does Not Support

• Red: Values updated via bulk upload sheet
• Yellow: Requires manual settings

The following configurations must still be managed manually within the Portal after upload:

• Item images
• Sub-categories
• Modifier creation and configuration
• Weight-based item settings
• Fixed Price toggle
• Purchase Cost
• Special Instructions
• Order Printing Control
• Nutri-Grade settings
• Store-specific visibility settings

Accessing Bulk Item Upload

Entry Point

Navigate to Menu V2 from the left sidebar

1. Open the Item List tab
2. Click Item Data in the top-right corner
3. Select:
4. • Upload to import menu data
   • Download to export existing item data

Bulk Create Menu Items

Use this workflow when creating new menu items that do not yet exist in the system.

Step 1 — Download the Official Template

From the Import Item Data dialog:

1. Click Download Template
2. Save the latest template locally before editing

Unsupported Template Modifications

The upload process does not support:

• Custom column mapping
• Renamed headers
• Reordered columns
• Third-party spreadsheet templates

Step 2 — Fill in the Template

ID Column Requirement

For all new items:

• Set the ID field to NEW
• Do not leave the ID field blank

Rows 4–5 in the template are sample data only.

Begin entering actual menu data starting from Row 7.

Category Creation

If a category name is not pre-existed in the system:

• The category is added during upload
• The category appears in the Category List under Menu V2

This helps accelerate onboarding for merchants with large or newly structured menus.

Step 3 — Save the File

Before uploading:

• Save the spreadsheet as .xls or .xlsx
• Ensure the file size is below 2MB

Unsupported File Formats

The following file types are not supported:

• .csv
• .ods
• Google Sheets links/files

Step 4 — Upload the File

1. Navigate to Item Data → Upload
2. Drag and drop the file into the upload area
   or click to browse your computer
3. Check the confirmation checkbox:
   “I’ve confirmed and reviewed the item info I upload is correct.”
4. Click Upload

After Successful Upload

Once the upload succeeds:

• New items appear immediately in the Item List
• Newly created categories appear in the Category List

The following default settings are automatically applied:

Visibility

Visible to all stores

Item Status

Active

Stock Tracking

Disabled

Bulk Update Existing Items

Use this workflow when updating items that already exist in the system.

Common examples include:

• Price updates
• Description corrections
• Category changes
• SKU adjustments

Step 1 — Download Existing Item Data

1. Navigate to Item Data → Download
2. Export the current menu item list

The exported file contains:

• Existing system IDs
• Current item data
• Editable fields

Why This Matters

The system uses the ID column to identify which items should be updated.

Using a fresh export helps prevent:

• Updating the wrong item
• Missing required fields
• Using outdated IDs

Step 2 — Edit the Spreadsheet

Update only the fields you want to change.

Rows with unchanged values are automatically ignored during upload.

Adding New Items in the Same File

You may combine creates and updates within the same spreadsheet:

• Existing item → keep original system ID
• New item → set ID to NEW

Step 3 — Upload the Updated File

Follow the same upload process used for Bulk Create:

1. Upload the spreadsheet
2. Confirm the checkbox
3. Click Upload

Changes are applied immediately after successful validation.

Upload Validation & Error Handling

Validation Rules

The system applies the same validation logic used in manual item creation.

Examples include:

• Duplicate Item Codes
• Duplicate Item Names
• Duplicate SKUs
• Missing required fields
• Invalid price formats
• Non-numeric values

All-or-Nothing Processing

If any row contains an error:

• The entire upload is rejected
• No items are created
• No items are updated

This prevents partial uploads and inconsistent menu data.

Downloading the Error File

When validation fails:

1. Click Download Error File
2. Open the spreadsheet
3. Review the error message column
4. Correct all flagged rows
5. Re-upload the corrected file

Each failed row includes an inline error message for troubleshooting.

Constraints & Limitations

• Supported formats
• • .xls and .xlsx only
• Maximum file size
• • 2MB
• Template requirement
• • Official template only
• Partial upload support
• • Not supported
• Modifier upload
• • Not supported
• Image upload
• • Not supported
• Store-specific visibility
• • Not supported
• Undo / rollback
• • Not available

Best Practices

Always Start with the Latest Template

Download a fresh template before every upload session to avoid version mismatch issues.

Use a Fresh Export for Updates

When performing Bulk Update:

• Always start from a newly downloaded export
• Avoid reusing old spreadsheets

This ensures all IDs and field structures are up to date.

Validate Price Fields Before Upload

Ensure:

• Prices contain numbers only
• No currency symbols are included
• No extra spaces or text exist

Incorrect formatting is one of the most common upload failures.

Spot-Check Uploaded Items

After a successful upload:

• Verify several sample items
• Confirm prices, categories, and names
• Ensure categories were created correctly

This is especially important during onboarding or large menu migrations.

Common Pitfalls

Expecting Partial Success

A single invalid row causes the entire upload to fail.

Always review the error file carefully before re-uploading.

Forgetting Post-Upload Manual Configuration

Bulk upload does not configure:

• Item images
• Modifiers
• Nutri-Grade
• Store visibility
• Printing behavior

Teams should maintain a post-upload checklist to complete these configurations.

Using NEW for Existing Items

If an existing item already has the same:

• Item Code
• Item Name
• SKU

the upload will fail.

To modify existing items, always use Bulk Update with the correct system ID.

Frequently Asked Questions

Can I upload CSV files?

No. Only .xls and .xlsx files are supported.

Can I create and update items in the same upload?

Yes.

• Use NEW for new items
• Use existing system IDs for updates

Both operations can exist within the same spreadsheet.

How does the system identify items during update?

The system matches records using the ID column only.

Item Name, SKU, or Item Code are not used for matching.

Can I bulk upload modifiers?

No. Modifiers must be created and managed manually in the Portal.

Can I upload item images?

No. Images must be uploaded manually after item creation.

Is there an undo function?

No.

If incorrect data is uploaded, perform another Bulk Update to correct the affected items.

Is there a row limit?

There is no fixed row limit.

However, uploads must remain under the 2MB file size limit.

For large menus, consider uploading by category or section to simplify troubleshooting and validation.