Import and Export Data – Usage

Administrators can create and submit data import and export job requests through the Simphony Web Portal (SWP). Exporting data from one application and importing it to another saves time for the administrator or manager. This process allows the data to be functional and saleable on the new system’s POS client workstations. The Import/Export Service enables administrators to:

• Import and export data manually

• Export data automatically using the scheduler

• Review the status of completed import and export jobs

• Access a Help page that provides additional database and application program interface (API) details

Import/Export Prerequisites

• Use a spreadsheet application (for example, Microsoft Excel) that can receive database export and import requests. Data export requests are usually set to output to files that are formatted with comma-separated values (CSV).

• Obtain Simphony Essentials EMC logon credentials to access the SWP.

• You must have the privilege to access the database and run the Simphony Import/Export Service.

• Install a Secured Sockets Layer (SSL) certificate to establish a secure connection.

• Change the Internet Explorer Compatibility View settings to allow Import/Export buttons and features to be visible. See Start SWP for instructions.

• Create Export Schedule
  
• Generate File to Export
  
• Prepare Single Menu Item Data Files for Import
  
• Import Menu Item Files