Our Partners


Buddi integrates with this POS providers: 

  • Greenline
  • Cova
  • TechPOS
  • Profitek
  • Barnet



Non-integrated POS Providers


If your POS provider is not in the list above, you will need to manually export + import your inventory from your POS to Buddi—on a daily basis.

 

Doing so will ensure that your online menu is accurate and up-to-date.



How to Export Inventory List from POS + Create CSV file and Upload it into Buddi

 

Click to download Buddi's sample CSV template (sheet B).

  • Four key pieces of data are required on the spreadsheet for each product:
    1. Product Name
    2. UPC code (usually 12 digits long)
    3. Price
    4. Inventory count


Step #1

Export your inventory list (sheet A) from your POS at the end or start of each day. Ensure that the exported file contains the four pieces of data indicated above.



Step #2

You will be transferring your exported inventory list into this 'Menu Upload Sample' file / CSV template (sheet B), saving it, and importing it into the Buddi Admin Portal > 'My Menu'



Step #3

Open sheet A. Under the Product Name column, select all rows with data > right click to copy.



Step #4

Open sheet B. Under the Product Name column, right click to paste the details you just copied.



Step #5

Go to sheet A. With the UPC Barcode column fully highlighted, use the the dropdown in the Excel toolbar to change the selection from 'General' to 'Fraction'.

 

 

With the rows under UPC Code still highlighted, right click to copy.

 

 

Step #6

Go to sheet B. Under the UPC Barcode column, right click to paste the details you just copied.


With the UPC Barcode column fully highlighted, use the the dropdown in the Excel toolbar to change the selection from 'General' to 'Fraction'.

 




Step #7

Go to sheet A. Under the Price column, select all rows with data > right click to copy.



Step #8

Go to sheet B. Under the Price column, right click to paste the details you just copied.


With the Price column fully highlighted, use the dropdown in the Excel toolbar to change the selection from 'General' to 'Number'.



Step #9

Go to sheet A. Under the Inventory column, select all rows with data > right click to copy.



Step #10

Go to sheet B. Under the Inventory column, right click to paste the details you just copied.


With the Inventory column fully highlighted, use the dropdown in the Excel toolbar to change the selection from 'General' to 'Fraction'.



Step #11

Save sheet B in Excel. Rename this sample CSV file so that it contains the date (for record-keeping purposes).



Step #12

  1. Log into the Admin Portal > go to 'My Menu'
  2. Click the top-right purple button that reads 'Import/Export'
  3. Click within the purple box to select the csv file you just saved
  4. Click 'Import'



Step #13

If there are any errors, the line #'s will be provided in red. Take down those numbers so that you can refer to the excel file to troubleshoot in Buddi.



IMPORTANT NOTE - These 3 columns must be properly formatted:

UPC Barcode = Fraction
Price = Number
Inventory = Fraction

If your file is not uploading properly, then the issue is likely caused by improper formatting of your columns in Excel.



Step #14

To troubleshoot specific products, use the 'Product Catalog' function in the Admin Portal > 'My Menu' page. This gives you the ability to type in a product name or copy+paste the UPC from the Excel sheet for troubleshooting.

Once a given product shows up under the search results, click on 'View UPC Codes' to see what # Buddi has in the system for that product. Depending on the issue at hand, copying+pasting that # into your POS might solve the issue. Perhaps you can pick the product off of the shelf in store for troubleshooting.

Feel free to reach out to our team at
support@buddi.io if you get stuck here! In such case, please provide us with the Product Name, LP, variant, and UPC code.



Step #15

Check the Admin Portal > 'Inventory Levels' page if you want to see a quick snapshot of your imported products with inventory counts.


Don't have Excel software?

No worries! You can use the Google Sheets app to prepare your menu upload files.

1) Sign into your Google/Gmail account
2) Open the Sheets app in Google
3) Create a New file
4) Open your Menu Upload Sample file / CSV template (sheet B) in Google Sheets
5) From here, you can complete the 14 steps outlined above
6) Refer to the screenshots below to apply the correct formats to these columns:

    UPC Barcode = Custom Number Format (0)
    Price = Number
    Inventory = Custom Number Format (0)

7) Go to File > Download > select CSV file

 


Column Formatting


Screenshots from Google Sheets app (refer to these if you do not have Excel):


UPC Barcode column


 

  

  

Price column

 

 

 

Inventory column