Simphony Web Portal (SWP)

Enhanced Import/Export Service Access Control

Visibility and access to the Import/Export service from the Simphony Web Portal (SWP) can be controlled with the introduction of a Role setting named Import/Export.

The Import/Export access control setting is located in the EMC at the Enterprise level, Configuration, Roles, EMC Modules tab, under the Enterprise Modules section.

This setting affects the View privileges for the Import/Export service from the SWP toolbar for users assigned to the role. When this setting is selected, the Import/Export service is visible on the SWP toolbar. When deselected, the Import/Export service is hidden from view. The View setting is deselected and disabled by default.

The Oracle Hospitality Simphony Configuration Guide contains more information about the Import/Export service on the SWP.

Support for Importing and Exporting Menu Item Object Number Range

Starting with Simphony release 18.2.3, you can import and export the following menu item data by specifying a range of object numbers using the SWP or the Simphony Import/Export API:

  • Menu Item Master

  • Menu Item Definition

  • Menu Item Price

  • Integrated Menu Items

When exporting Menu Item Definition and Menu Item Price records, use the Menu Item Master object number.

In addition, you can export the following Object Types by specifying the object number range (for example, 1-100, 200-300, 550, or 1000) using the Simphony Web Portal (SWP) or the Simphony Import/Export API:

  • Barcode

  • Discount

  • Employee Class

  • Family Group

  • Group Event Area

  • Group Event Definition

  • Group Event Definition Detail

  • Group Event Sub Type

  • Group Event Type

  • Hierarchy

  • Job Code

  • Language Information

  • Major Group

  • Menu Item Class

  • Role

  • Service Charge

  • Tender Media

The Oracle Hospitality Simphony Import/Export API Guide contains more information.

Support for Data Extensions

Starting with Simphony release 18.2.3, you can import and export a Discount object added through the Data Extensions module. You can import and export:

  • Values to columns that are added through Data Extensions for the Discount table.

  • The columns themselves into the Data Extensions table.

You can add and edit the Discount object using either the SWP or the Simphony Import/Export API.

Support Added for Importing and Exporting Employee Records

Starting with Simphony release 18.2.5, you can import and export employee records at the Enterprise, property, and revenue center levels through the SWP and the Simphony Import API. You can create and update employee records using either method. After importing an employee record, no changes are needed in the EMC; update the workstation database, and the employee can then log in to the POS workstation at the assigned location.

The export includes the following employee information from the EMC:

  • Employee ID Number, First and Last Name, Check Name, and Email Address

  • Language, Payroll ID, Level, Group, Data Privacy Consent Granted

  • Information Lines

  • Username, Locale

The exported information does not include sensitive data, such as passwords and PIN, fingerprint information, or security questions.

Imported employee information appears in the Employee Maintenance module in the EMC when users log in after the import is completed successfully.

Support for Menu Item Group and Menu Item Group Detail Import/Export

Starting with Simphony release 18.2.5, you can import and export menu item groups and menu item group details into and out of Simphony. Discount menu item groups/details and Tax Override menu item groups/details can be imported and exported through the Simphony Web Application and Web API.

Imported menu item groups/details can be edited through the Simphony Enterprise Management Console. Additionally, you can assign menu item groups created via import to Discounts.

Support Added for Importing and Exporting Tax Records

Starting with Simphony release 18.2.5, you can now import and export tax records at the Enterprise and Property levels through the Simphony Web Portal (SWP) and the Simphony Import API. You can create and update tax records using either method. Imported tax records appear in the EMC and can be edited and assigned, for example, in modules such as Menu Item Class records. Once POS workstation databases are updated, taxes can then be accurately applied to transactions.

The export includes the following tax information from the EMC:

  • Tax Rates

  • Tax Breakpoints

  • Integrated Tax Rates (includes Breakpoint details

  • Tax Classes

See the Oracle Hospitality Simphony Configuration Guide, specifically Chapter 12 - Taxes for more information about configuring taxes.

See the Oracle Hospitality Simphony Manager User Guide, specifically Chapter 6 - Import and Export of Data for more information about importing and exporting data.

Parent topic: Features and Updates