Toast
Move your menu, staff, customers and sales history from Toast. Everything comes from Toast's nightly Data Export, the set of files Toast writes for your restaurant every night.
Open the importer at Configuration → Import data, choose what to import, then Toast. For how the preview, existing records and rolling back work, see Import data.
What you can bring over
| Data | File to upload | Preset |
|---|---|---|
| Menu (recommended) | MenuExport_[id].json |
Verified |
| Menu, without options | AllItemsReport.csv |
Verified |
| Employees | TimeEntries.csv |
Verified |
| Customers | CheckDetails.csv |
Verified |
| Sales history | OrderDetails.csv, ItemSelectionDetails.csv, ModifiersSelectionDetails.csv and PaymentDetails.csv, together |
Verified |
Verified means the preset was built from Toast's own documentation of the file, so every column is matched for you.
Where to find the files
All of them are in your Data Export folder: Toast Web → Reports → Settings → Data Exports, or the SFTP server Toast gives you. There is one folder per business day. Toast keeps the files for 7 days, so download what you need before you switch.
Menu
Use MenuExport_[id].json when you have it. It holds your menu groups, items, prices, SKU and
PLU codes, and every option group with its options.
AllItemsReport.csv is the fallback. It gives groups, subgroups, items and their average price,
but no modifiers: you would add the option groups by hand afterwards.
Employees
Upload TimeEntries.csv from a few days together, so everyone who worked in that time is
found. The file has a row per shift; each person is imported once, with the job title and wage
from their latest shift. Job titles are matched to your roles on the Match step.
Toast's exports carry no email or phone number for staff, and no PIN is set: each person chooses their own at a terminal.
Customers
CheckDetails.csv is the only nightly file with the guest's name, phone and email. Upload
several days at once; each customer is imported once, matched by email, then phone number.
Toast's Guestbook download has no published column list yet. If you use it, choose Another system or a spreadsheet instead and match the columns yourself (see Spreadsheets & other systems).
Sales history
From one or more business-day folders, upload all four files together:
OrderDetails.csv, ItemSelectionDetails.csv, ModifiersSelectionDetails.csv and
PaymentDetails.csv. Choose the location the sales belong to; times in the files are read as that
restaurant's local time.
Good to know
- Imported orders keep Toast's number with the prefix
TST-. Importing the same days again skips them, so overlapping exports are safe. - Sales history is a record only: no kitchen tickets, stock movements, webhooks or emails.
- Still paying staff through Toast Payroll? The Payroll screen downloads the hours files Toast Payroll imports.
See also
- Import data: how an import works, from upload to roll back
- Square · Clover · Lightspeed