Manage Portal Data with Mass Export
Mass export is a tool that adds and updates portal data from an Excel template. You can download your portal data, then update data within the spreadsheet, and then upload it to make changes. Not all data from each tab can be extracted.
Only Portal Administrators can use mass export.
Mass export can add or update:
- Users
- Categories
- Menu Items
- Location Overrides (a purchased software add-on)
Save time by using Mass Export to:
- Update all passwords for your DateCodeGenie managers and users.
- Update menu item pricing for a price increase
- Add location overrides for locations
- Sort menu items by category to make menu item changes
- Add new menu items using similar menu item set up
- View and adjust default printer profile settings for categories and menu items
- Use the export template as a backup for data that can be used to reimport
Steps:
1. Login to www.datecodegenie.com using the recommended browser, see What Internet Browser Should I Use to Access My DateCodeGenie® Portal?
2. Click the Mass Export tab on the side bar.
NOTE
Remove unwanted users, categories and menu items from your portal BEFORE requesting an export. Removing menu items from the export template will NOT remove the user, category or menu item from your portal after importing.
3. Request an export from the Export button in the upper right corner of the page.
4. Refresh the browser and scroll down on the page or wait to receive an email (sent to the email used for portal login) notifying you that your export is ready to be downloaded.
5. The exports will show status completed and Download can be clicked to download the file.
6. Open the download file from your computer's download folder and Enable Editing in the yellow bar at the top of the document.
7. Update the template accordingly and save to your computer.
TIPS & TRICKS
To sort your data for easier updating, highlight all cells with YOUR data only. Click "Sort & Filter" from the menu bar and "Custom" to select the column to sort by.
NOTES
- Barcodes not generated in the portal from the barcode field will export in an abbreviated format and will reimport in the correct format.
- Removing categories, users or menu items from the export template will NOT remove the user, category, or menu item from your portal after importing (see Step 2. Above).
8. Go to the Mass Import tab in your portal and follow the instructions starting at step 6 to complete the reimport.
NOTE
The first blank row on each tab of the template indicates the end of data transfer for that tab. See Tips & Tricks above for sorting.
WARNING
Do NOT import the Categories tab from an export template if custom icons have been uploaded as custom icons will be removed and will require reuploaded to each category.
