Uploading in Bulk

Save time when adding your Staff, Suppliers, or Equipment by Bulk Uploading them using a CSV template


Using the Bulk Upload

To bulk upload, depending on what you want to upload, choose either Suppliers, Equipment or Stafffrom the main menu in the Safe Food Pro administration console. Once you have selected either Suppliers, Equipment or Staff the process to bulk upload is the same. 

  1. Click the green plus button 
  2. Click the green arrow bulk upload button

  3. Click on the Template link to get a copy of the CSV file format
  4. Organise your existing file into this format and save it
  5. Once you have the file ready click on the Upload button and select your file
  6. Your file will now be imported! 
Note: You can always edit or fix any details from within your selected page at a later time. 

Bulk Upload Staff

When Bulk Uploading staff you'll need to match this exact format. Reminder, this is only for Staff not Users, users needed to be added individually in order to set them up with their own login details: 

  • First Name & Last Name are required fields
  • PIN needs to be 4 digits & only numbers 

Bulk Upload Equipment

When Bulk Uploading equipment you'll need to match this exact format: 

  • Equipment Name is a required field 
  • Equipment Category must match the existing categories (Cleaning, Cooking, Food Preparation, Freezer, Heating, Hot Holding, Refrigeration) 
  • Maintenance Frequency Interval must match the existing intervals (Day, Week, Month, Year, Hour or Kilometer) 
  • Maintained By must match the your existing Suppliers names from your Supplier page 
  • Date format DD/MM/YYYY

Bulk Upload Suppliers

When Bulk Uploading suppliers you'll need to match this exact format: 

  • Supplier Name, Supplier Type, Items Supplied is a required field
  • Supplier Type must either be Goods or Services 
  • Please enter any date in 'DD/MM/YYYY'

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