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Next Restaurant — Documentation

Export data

Download your menu, staff, customers or sales history as Excel or CSV: for your accountant, for a spreadsheet edit, to move to another Next Restaurant site, or in the layout another POS reads.

Open it at Configuration → Export data.

Choosing what to export

  1. What: menu, employees, customers or sales history.
  2. Layout: which columns, under which names.
    • Next Restaurant (recommended): every field, in a file that imports straight back into Next Restaurant unchanged, here or on another site.
    • A vendor's layout (Toast, Square, Clover, Lightspeed): the column names that vendor's own export uses, for a system that expects them.
  3. File type: Excel (.xlsx), one sheet per table, or CSV. When the data spans several tables (a menu has categories, items and option groups) CSV arrives as a .zip of one file per table.
  4. Filters:
    • Location: one location or all of them.
    • Dates (sales history): a range of the venue's days, so "yesterday" means the restaurant's yesterday wherever you are.
    • Include hidden items / inactive staff / blocked customers: off by default.

A preview of the first rows updates as you change the choices, so you see the columns before downloading.

Choosing your own columns

Open Choose columns to tick the fields you want, rename their headers and drag them into the order you need. Save the result as a template and it is offered next time, for example a fixed "Accountant: monthly sales" file.

Exporting to move sites

The Next Restaurant layout keeps order numbers and customer codes. Import that file on another site with the Next Restaurant source and nothing is duplicated: records that already exist are recognised, and a second import of the same file changes nothing. See Import data.

Good to know

  • Who can export: anyone whose role may manage settings. Every export is written to the audit log.
  • Yes/No fields (published, marketing consent and so on) are written as Yes and No in every layout.
  • Large sales histories are read in pages, so a year of orders exports without running out of memory.
  • The Export app can be switched off in the Apps page.

See also

All Extensions