Clover
Move your menu and customers from Clover.
Open the importer at Configuration → Import data, choose what to import, then Clover. For how the preview, existing records and rolling back work, see Import data.
What you can bring over
| Data | File to upload | Preset |
|---|---|---|
| Menu | inventory.xlsx |
Verified |
| Customers | The customer list (.csv or .xlsx) | Unverified |
Staff and sales history are not imported from Clover: add staff in Next Restaurant, or use a spreadsheet for either.
Verified means the preset was built from Clover's own description of the file. Unverified means Clover publishes no column list, so the preset follows real exports: look over the matched columns on the Match step before you import.
Where to find the files
Menu
Clover web dashboard → Items → Item list → Options → Export. Upload the inventory.xlsx it
downloads as it is: both of its sheets, Items and Modifier Groups, are read, so your option
groups come across with the items.
Customers
Clover web dashboard → Customers → Customer list → Download (some accounts call it Export). Each customer is matched by email, then phone number, so someone already in Next Restaurant is skipped or updated, as you choose.
Good to know
- An item hidden in Clover is imported hidden.
- Clover's SKU and Product Code columns come across as the item's SKU and PLU, so barcodes and codes your staff know keep working.
See also
- Import data: how an import works, from upload to roll back
- Toast · Square · Lightspeed