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For shops previously using Square or Toast, there may be an option to import your existing menu, gift cards, and patron/loyalty points information.

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Square Menu Import Files

1
On your Square web dashboard, navigate to Items Library > Action and Export Library as a .csv or .xlsx file
2
Navigate to Reports > Modifier Sales Report > set the range to Last Month > Export the Modifier Report as a .csv or .xlsx file
3
Send these files to your onboarding specialist to import.
After your onboarding specialist has imported your menu, review the following items:
  1. Products without an assigned category in Square will be imported into a “None” category on Dripos. Review these products and delete or move as necessary.
  2. All Square modifiers will be imported as “single-select” modifier types. Review and update your modifiers types
  3. Attach applicable tax rates to categories.

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Square Gift Cards Import File

1
After your Kick Off call, reach out to Square Support and ask for access to the gift card file containing all 16 digits of the PAN and their respective balances
Gift card files only listing the last 4 digits of the PAN ID are not sufficient.Square may tell you this file does not exist or cannot be granted due to privacy reasons. Escalating the call up to “advanced support” can help bypass this.You do not have to de-activate your Square account to access this file!
2
Once Square grants access to the gift card file, a blue button will appear near the Gift Cards Report on your Square dashboard.
3
Download the gift card file the night before your launch for the most up-to-date balances.
4
On your Dripos web dashboard, navigate to Marketing > Gift Cards > and select Import Gift Cards
If you need help with this step, send your gift cards file to your onboarding specialist and they will assist with the import.

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Square Patron Information and Loyalty Points Files

1
Closer to your launch date, call Square and ask for access to your customer’s loyalty balance file. They will email you a .csv file that contains two rows: phone numbers and points balance.
2
Next, export your customer directory from Square as a .csv file.
3
Send both the loyalty balance file and customer directory .csv files to your onboarding specialist to import.

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Toast Menu Import Files

1
On your Toast dashboard, navigate to Reports > Item Details > set range as 1+ months > download using the arrow icon next to “Show / hide columns”
2
For the modifiers, navigate to Reports > Modifier Details Report > set range as 1+ months > download using the arrow icon next to “Show / hide columns”
3
Download the following menu building templates and reformat the Toast files into an importable format:
Products Template
Modifiers Template
4
Use the downloaded Toast menu files and reference your Toast dashboard Menu > Bulk Management > Price Editor to reformat your menu into the above templates
5
Send your onboarding specialist the reformatted files, they will review the information and import into Dripos.
After your onboarding specialist has imported your menu, review the following items:
  1. All modifiers will be imported as “single-select” modifier types. Review and update your modifiers types
  2. Attach applicable tax rates to categories.

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Toast Gift Cards Import File

1
On your Toast dashboard, navigate to Report > Payments > Gift Card Balances.
2
Download your Gift Card Balances file the night before your launch for the most up-to-date balances.
3
Send this file to your onboarding specialist to import.

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Toast Patron Information and Loyalty Points File

1
On your Toast dashboard, navigate to Engagement > Rewards Accounts to find your patrons and loyalty information.
2
Download the Rewards Accounts file the night before your launch for the most up-to-date balances.
3
Send this file to your onboarding specialist to import.