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square import items from menu

by Nels Mann Published 3 years ago Updated 2 years ago
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Visit Items in your online Square Dashboard. Click Actions > Import Library. Select Modify Item Library to add new items and update existing items, or Replace Item Library to delete all existing items and replace them with your uploaded items.

Select File then Import from the main menu. Select the Upload tab and choose the CSV file that you exported from your Item Library. After the file uploads, an “Import File” popup will open. Be sure to change “Convert texts to numbers and dates” to No.

Full Answer

How do I import items into the square item library?

Visit Items in your online Square Dashboard. Click Actions > Import Library. Select Modify Item Library to add new items and update existing items, or Replace Item Library to delete all existing items and replace them with your uploaded items.

How do I bulk import items from the square dashboard?

Upload and manage multiple items at once from the online Square Dashboard with the bulk import tool. Note: You will not be able to create unit types via import. To create a unit type and set the precision, head to the Units tab of your online Square Dashboard.

How do I import products into Squarespace Commerce?

The .csv helps you create a Squarespace-friendly format for all of your existing product data, including variants, prices, stock, tags, and categories. You can also bulk-edit products by importing an updated .csv file. Download the .csv. Product importing is only available on the Commerce Basic and Advanced plans.

How do I import my existing templates from square?

Make sure you’re using the most up to date template from your Square Dashboard. To access it, visit Items > click Actions > Import Library and select your option > click Next > Download our template. Be sure to save the file as a .xlsx or .csv.

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How do I Import a menu into square online?

Select File then Import from the main menu. Select the CSV file option and click Import....Your Import Wizard pop up will appear:Click Next.Ensure that only the “Comma” delimiter is checked, then click Next.Scroll over to the SKU column and change the column data format to Text, then press Finish.

How do I transfer inventory to square?

To get started:Navigate to Items & Orders > Items tab of your online Square Dashboard.Click Actions > Transfer Stock. From here you can begin your stock transfer.Select both the source and destination locations.Choose the items to transfer and enter the transfer quantity. ... Click Complete Transfer.

How do you add products to square up?

From the Square Online Overview page, go to Items > Site Categories and select Add Category. Start by giving the new category a name, and select Choose items to add items to the category.

Can you Import invoices into square?

Create or Import Items Visit Items from your online Square Dashboard and either manually enter each item by clicking Create Item at the top-right corner or upload a CSV file with your item information by clicking Import Items.

Can you scan inventory into square?

From the navigation bar in your Square for Retail app, tap Inventory. Note: If you're using Square for Retail on an iPhone, tap the list icon to access Inventory, then tap Stock Overview. Tap Adjust Stock > Count. Using a compatible barcode scanner or the built-in camera on your iPad or iPhone, scan the item.

Why can't I add stock to square?

Square Online doesn't sync item stock from mobile locations, so items only available at a mobile location will be marked as Unavailable in Square Online. To resolve: In your Account & Settings page, go to Business > Locations. Select the mobile location in question, and change the Location Type to Physical Location.

How do I sync Square items to online store?

From your Square Online Overview page, go to Items > Item Sync or Shared Settings > Item Sync.

How do I import items from Shopify to Square?

How Shopify + Square Integrations WorkStep 1: Authenticate Shopify and Square.Step 2: Pick one of the apps as a trigger, which will kick off your automation.Step 3: Choose a resulting action from the other app.Step 4: Select the data you want to send from one app to the other.That's it!

Can you sync Square with QuickBooks?

With QuickBooks Online, you're able to run your business all in one place: track sales & expenses, pay employees, and more. Use the free Connect to Square app to connect your Square account to QuickBooks Online and your accounting is done. Visit the QuickBooks Online Connect to Square website.

Export Your Library

Note: While CSV files are supported with the import/export process, we strongly recommend using an Excel (.xlsx) file format. These are supported by most modern spreadsheet tools like Numbers, Sheets and Microsoft Excel, which don’t require a purchase or subscription.

Edit CSV File

The following only applies if importing using a .csv file format, not Excel (.xlsx).

Upload Your Item Library for the First Time

If you’re adding items for the first time, you can download a template to help you bulk upload your library. If you already have items, just download our Excel (.xlsx) sheet, update and import to alter your existing item library.

Upload Images to Your Item Library

When in your Item Library, you can upload images to items from your desktop computer. Supported image file types are .jpg, .jpeg, .png, .spin and .gif. Images can be up to 20 MB in size, but less than 500 KB is recommended for faster page loading speeds and more optimized search engine results.

SKU Errors

If you’re using the CSV file format and receive a SKU error, check your import file to see if data in the SKU column is formatted in scientific notation, e.g. 2.68435E+17. If you see this, take the following steps:

SKU Formatting

Note: The following only applies if importing using a .csv file format, not Excel (.xlsx).

Item Image Errors

If you are having trouble importing or uploading your item library images, we suggest double checking that your images meet the following specifications:

How to add multiple items to Square?

To get started: Head to the Menus tab from your online Square Dashboard. Click Add Items > Add Multiple Items. Enter each item name and price > Create Item (s). You can update multiple items to add modifiers, and assign to applicable categories. Once you’re all set, click Done.

How to create a menu on Square?

To begin creating a menu for you Restaurants account, you’ll need to head to a computer and log onto your Square Dashboard: Open the navigation menu in the upper left corner and click Menus. Click Create a Menu in the upper right corner. If you need to edit a menu, select one of your existing menus from the Menu drop-down.

How to edit POS layout?

To access and edit your POS Layout editor: Select the Apps Menu in the upper left corner and click Menus. Click Edit POS Layout button in the right corner. Use the option bar on the right to adjust the tile size, move pages, or delete tiles.

How to edit menu in restaurant?

Click Create a Menu in the upper right corner. If you need to edit a menu, select one of your existing menus from the Menu drop-down. Enter in your Menu Name and choose the location. If your restaurant only has one location, that’s okay — assign the menu to the single location.

What is square menu?

With Square for Restaurants, Menus are designed to correspond with the physical menus in your restaurant. If you have multiple menus you use throughout the day, you should have multiple menus in your Restaurants account.

Can you use display groups on multiple menus?

If you have subsections in your physical menus, like appetizers, wines, or desserts, you can create display groups to match with your physical menus. Display groups can be used across multiple menus.

Can you add modifiers to menus?

If you have not created a menu, you can add items to menus later. If you have Modifier Sets created, you can add a modifier set to your item. If not, learn how to create Modifier Sets. Once you complete editing properties for the item, click Save.

Create a New Item

You can add items from within the Square Online site editor in a few different ways:

View or Edit Existing Items

To view or edit existing items, open the Page menu and scroll down to "Item pages." Whenever you add a new item, a page is automatically created and added here. Click on any item in the list of item pages to see how your item will look on your website.

Create a New Category

You can add categories from within the Square Online site editor in a few different ways:

View or Edit Existing Categories

To edit an existing category, open the Page menu, scroll down to "Category pages," and click on the category you want to edit.

Add Items and Categories to the Navigation Menu

You can link to item and category pages using buttons, images, or text just like any other page on your site. You can also add them to your navigation menu.

Items

Every individually listed item from your menu. This will likely mirror a menu list, which is organized into grouped sections on your available menu.

Variations

If it applies, a variety of the same item, likely in different sizes but not limited to that. (i.e. – Small, Medium, Large Drink; Half or Whole Salads, Hot or Iced Drinks, etc.)

Modifiers

A group of choices or options customers have for a certain item or group of items.

How to download a CSV file?

Download the .csv file. In the Home Menu, click Commerce, then click Inventory. Click Import in the top-right corner. Click Download CSV template. Open the file with a spreadsheet program, like Excel or Google Sheets.

What is a csv template?

Use our .csv template to import products from any platform into your Squarespace store. The .csv helps you create a Squarespace-friendly format for all of your existing product data, including variants, prices, stock, tags, and categories. You can also bulk-edit products by importing an updated .csv file.

What is a csv file in Windows 7.1?

In version 7.1, you must create the Store Page, categories, and subcategories that imported products will be assigned to before you import the .csv file. In version 7.0, this step is optional, and imported products without a designated page create a new, not-linked page .

Can you add a store page to a.csv file?

You can only add an existing Store Page to the .csv file. They'll be hidden by default, so visitors can't see them until you make them visible. Tip: If you don't see an Imported Store page in the Pages panel, refresh your browser.

Can I import products from Squarespace?

Yes. To import products from one Squarespace site to another, export your products to a .csv. You may need to edit the file if you sell digital products, or products with many variants.

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Troubleshoot Item Import Tool

  • General Formatting
    Try these troubleshooting steps to resolve common formatting issues: 1. Make sure you’re using the most up to date template from your Square Dashboard. To access it, visit Items > click Actions > Import Library and select your option > click Next > Download our template. 2. Be sure …
  • Number of Items
    The item import tool can support up to 30,000 items in a single upload. If you need to upload over 30,000 items, you can import multiple files by importing a single file first. Afterwards, you’ll import the remaining files using the Modify option instead of Replace All Items. If you’re still having issu…
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SKU Errors

  • If you’re using the CSV file format and receive a SKU error, check your import file to see if data in the SKU column is formatted in scientific notation, e.g. 2.68435E+17. If you see this, take the following steps: 1. With the item import CSV open, select the SKU column so the entire column is highlighted. 2. Right-click on the column > select Format Cells. 3. Select Number> and change th…
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SKU Formatting

  • Note: The following only applies if importing using a .csv file format, not Excel (.xlsx). While you are able to import the CSV data into a spreadsheet, if your item library contains SKUs do not open the CSV file directlyas some spreadsheet editors (i.e. Excel, Numbers, ets.) will modify your SKUs in unexpected ways. For instance, the spreadsheet editor may remove leading 0s (ex. 0012345 …
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Item Image Errors

  • If you are having trouble importing or uploading your item library images, we suggest double checking that your images meet the following specifications: 1. Ideal photo dimensions are square (same width and height) and up to 2,560 x 2,560 pixels. 2. Supported image types are .jpg, .jpeg, .png, .spin, and .gif files. 3. Images that are 360 degrees or 3D are not supported. 4. Image…
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Create A New Item

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Understanding the section above, you can now create items from within the Square Online site editorin a few different ways: 1. Select +Add and choose Itemfrom the dropdown menu. 2. Select the Page dropdown menu, scroll down to the "Item pages," and select +Add item. 3. With a page open, select the Add section butto
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View and Edit Existing Items

  • To view or edit existing items, select the Pagedropdown menu and scroll down to the "Item pages." Whenever you add a new item, a page is automatically created and added here. Select any item in the list of item pages to see how the item will look on your website. You can edit the information for an item by selecting the item page and then selecting Edit item details. This will …
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Create A New Category

  • You can create categories from within the Square Online site editorin a few different ways: 1. Select +Add and choose Categoryfrom the dropdown menu. 2. Select the Page dropdown menu, scroll down to "Category pages," and select +Add category. 3. With a page open, select the Add section button and choose the Featured categories section. Then, select Add to place it on the p…
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View and Edit Existing Categories

  • To edit an existing category, open the Pagedropdown menu, scroll down to "Category pages," and select the category you want to edit. Select the category page to open the options. You can edit the category details and customize your category pagesjust as you can with item pages. Note: You won’t be able to edit existing categories from within the editor if you’re using the Order Onlin…
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Add Items and Categories to Your Navigation

  • You can add a linkto your item and category pages using buttons, images, or text just like any other page on your site. You can also add them to your navigation menu. To do so, select the header section on your site. Then, select Navigation links in the editing panel to edit your navigation menu. Select Add navigation link, choose the type of page you want to link to, and sel…
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Troubleshooting

  • If your items display as Unavailable or don’t appear at all on your Square Online site, there are a few things to consider that could be the cause. Learn more about troubleshooting non-visible items in Square Online.
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