Import an Existing Menu

Overview

Otter customers can use the menu import option to create or add a menu within Otter Dashboard. 

You can choose to import an existing menu from a:

• Delivery Platform
• Direct Orders Website
• Third-party POS

Check below for more on how to import an existing menu from an online website or delivery platform.

Delivery Platform Menu Import

Follow the steps below to import an existing menu from a delivery platform.

• Step	Process	Image
  1	From the Otter Dashboard, select Apps > Menus.
  2	Click [+ Add menu].
  3	Select the Brand this menu will belong to. NOTE: The menu will only be available to locations under that brand. Name the menu and click [Continue].
  4	Select the Online service menu as the import option. Choose which delivery service platform you’d like to import from. Click [Continue].
  5	Select Location to import the menu from. Click [Continue].
  6	Choose which locations to assign this imported menu to. NOTE: If a location listed is flagged as Conflict, it means that location currently has a different menu assigned to it.  If you choose a location flagged as Conflict, the current menu will be unassigned and the new imported menu will be assigned. Click [Create Menu].
  7	Menu being created from selected delivery platform.

Uber Eats ONLY
If importing a menu from Uber Eats, you can also import a menu using your Uber Eats storefront URL.

Learn how here.

Direct Order Website Import

Follow the steps below to import an existing menu from a direct order website.

• Step	Process	Image
  1	From the Otter Dashboard, select Apps > Menus.
  2	Click [+ Add menu].
  3	Select the Brand this menu will belong to. NOTE: The menu will only be available to locations under that brand. Name the menu and click [Continue].
  4	Select the Online service menu as the import option. Choose Direct Orders to import from an existing website. Click [Continue].
  5	Select Location to import the menu from. Click [Continue].
  6	Choose which locations to assign this imported menu to. NOTE: If a location listed is flagged as Conflict, it means that location currently has a different menu assigned to it.  If you choose a location flagged as Conflict, the current menu will be unassigned and the new imported menu will be assigned. Click [Create Menu].
  7	Menu being created from selected delivery platform.

Uber Eats URL Menu Import

Follow the steps below to import an existing menu using an Uber Eats storefront URL.

Menu Hours Don't Import
When using this method to import an existing menu, the menu hours will not be imported. You will need to set menu hours within the Otter Dashboard once the menu is imported. 

• Step	Process	Image
  1	From the Otter Dashboard, select Apps > Menus.
  2	Click [+ Add menu].
  3	Select the Brand this menu will belong to. NOTE: The menu will only be available to locations under that brand. Name the menu and click [Continue].
  4	Select the Online Create from URL as the import option. Click [Continue].
  5	Paste the Uber Eats storefront URL (this is the URL that eaters see to order from).
  6	Choose which locations to assign this imported menu to. NOTE: If a location listed is flagged as Conflict, it means that location currently has a different menu assigned to it.  If you choose a location flagged as Conflict, the current menu will be unassigned and the new imported menu will be assigned. Click [Create Menu].
  7	Menu creating from Uber Eats URL.
  8	Set menu hours once menu creation is complete before publishing.

Otter Assistant Menu Import for Otter POS

Newly onboarded restaurants can upload an existing menu file and use AI assistance to create menu content in Otter POS. Once the menu is created, review the items, configure menu hours and tax rates, and publish the menu to Otter POS.

• Step	Process	Image
  1	From the Otter welcome screen, select Continue setup.
  2	Under Create menus, select Upload a menu file.
  3	In Otter Assistant, select the + button to attach the menu file. Supported File Formats: Spreadsheets, JPG, PNG, and PDF
  4	Upload the menu file and send it to Otter Assistant for analysis.
  5	Review the menu structure identified by Otter Assistant, including the proposed menu name, categories, items, and modifier groups. Confirm the structure to proceed.
  6	Follow Otter Assistant's prompts to create the menu content. Review the generated items, prices, categories, and modifiers as they appear. Additional confirmation may be required while the assistant processes the menu in batches.

  Review the generated menu against the original file. Check item names, prices, categories, and modifier groups to ensure the information is correct. Do not assume the import is complete just because Otter Assistant has finished processing a batch.

• Once the menu content is created, configure the operating hours for each menu.

  Step	Process	Image
  1	Under Set your menu hours, select Set menu hours on the relevant menu.
  2	Configure the applicable days and operating hours, then save the changes.
  3	Repeat the process for every menu. Ensure all menus have valid hours before proceeding.

  Each menu must have valid operating hours. The Next button may remain disabled if a menu is missing its hours, even when the setup guide shows the task as complete.

• Next, configure the tax rates that apply to the menu items.

  Step	Process	Image
  1	Under Set up your tax rates, select the + button beside Default tax rate.
  2	Enter the applicable tax percentage and select Save.
  3	To apply a different rate to specific items, select Custom tax rate, choose the applicable items, and save the custom rate.

  Use the tax rates applicable. Items without a custom tax rate follow the default tax behavior.

• Before publishing, review the menu and its configuration.

  Step	Process	Image
  1	Under Preview and publish menu to POS, select See details to review the menu.
  2	Verify the menu items, prices, categories, modifiers, hours, and tax settings.
  3	Once everything is reviewed, select Publish menu.
  4	Wait for the publishing process to finish. Once successful, a confirmation message will appear.
  5	Select Next to continue with the remaining onboarding steps.

  Publishing confirms that the menu was published to the store's Otter POS connection. Other onboarding tasks may still need to be completed.

Frequently Asked Questions

• Yes— You can make edits to your menu as needed. Learn more about what edits you can make to your menu(s) and how, here.

• Yes— You can create a menu without assigning it to a location. Whenever you’re ready, you can go back in and assign the menu to the location(s) you’d like it to be served. 

  This option is not available for importing a menu from a POS.

Still need help? Reach out to our team:

Live Chat		Text/SMS Message
Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard.		+1 (888) 681-8837 Send us a text to the number above for assistance over text message.

Updated November 04, 2026 22:51