Self-Serve Menu Creation | Excel Spreadsheet Import

Kala Haley
Kala Haley
  • Updated

Overview

When creating a new menu in Otter Dashboard, you can utilize the Excel spreadsheet import feature to easily upload your restaurant menu. 

This feature gives you the ability to bulk upload menu items, modifiers, categories, descriptions, and prices by importing an Excel spreadsheet template in the [Menus] app.

NOTE: There is no relationship between entities (i.e. if you upload a category, the items that belong in this category will not be assigned to it.) Nested modifiers and fulfillment pricing are not supported.

 

 

Adding a New Menu using Excel Spreadsheet Import

Be sure to utilize the provided template when importing the new menu into the Otter Dashboard.
Spreadsheet menu import is only available for new menu creations.
Step Process Additional Information
1 Navigate to the [Menus] app in Otter Dashboard.
Click on Menus App.png
2 Click on [Add Menu].
Select Add Menu.png
3 Select which brand you would like to create a menu for and give the new menu a name.
 
Add Menu to Brand and Name the New Menu.png
4 Select [Upload] as the import method for your new menu.
Upload Excel Template | New Menu Creation.png
5 Click on [Download Template] to receive the template required for new menu creation.
  • The file will be downloaded as xlsx.
  • Save the xlsx file.
 
Download Menu Import Template.png
6 Update the downloaded Excel template with your menu information:
  • Items, Categories, and Modifier group names
  • Descriptions (Optional)
  • Prices (The Item or Modifier's price. Must be a number. Use periods for decimal places.)
Menu Import Template | Excel Spreadsheet.gif
7

Once the spreadsheet file is fully updated, click on [Browse files] to upload the template.

Once uploaded, click [Continue].
 
 
Upload Template and Select Continue.png
8

Use the drop-down to select the location(s) where you would like to serve this menu.

Click [Create Menu] to complete the menu creation process.
 
Select Location(s) to serve menu.png
9

The new menu will now be available in the [Menus] app within Otter Dashboard.

Be sure to review the new menu to ensure all the menu details (items, categories, modifiers, pricing, etc) are accurate before publishing the menu to your online service providers.
 
All Imported Menus Available in Otter Dashboard.png

 

 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • SMS/Text or Telephone - Send us a text or give us a call anytime at 1-888-681-8837 for prompt service from our support experts.

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