6 Import and Export of Data

You can create and submit data import and export job requests through the Simphony Web Portal (SWP). Exporting data from one system 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 you 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

• You can export and import data with Simphony version 2.8 and later.

• 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 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. See How to trust the IIS Express Self-Signed Certificate for information about installing SSL or digital certificates.

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

• File Export
  
• Creating an Export Schedule
  
• Generating a File to Export
  
• Preparing Single Menu Item Data Files for Import
  
• Importing Menu Item Files
  
• Preparing Event Data Files for Import
  
• Importing Event Files