Importing POS users allows you to create or edit multiple user accounts at once. You can also export a list of your current POS users to quickly review who has access to the POS and their settings.

Importing POS users

Importing users from a file is a quick way to add or edit multiple POS users at once. To import users, you’ll need to upload a CSV file that replicates our user import template.

Preparing your file for import

You can generate a template by exporting already existing users in the POS user list via the export function.

When uploading your document, the file must be in .CSV format and match the template provided by the export function.

Important: Once imported, users cannot be deleted. If a user profile was created in error, it must be deactivated or edited instead.

Importing and editing users through the import wizard

The import wizard allows you to add or edit multiple users at the same time.

1. Log in to the Back Office with your Lightspeed Restaurant account credentials.
2. From the navigation menu, select Configuration > Users > POS users.
3. Select Import.
4. Click the Browse button.
5. Select the appropriate file from your computer.
6. Select the user settings to be edited or created through this import.
   1. If the first row of your import file does not contain the column names, then deselect the first slider, The first line contains the column names.
   2. Confirm the columns included in your file. By default, all columns will be activated. If there are some columns on the CSV table that should not be imported, then they can be disabled here.
      
7. Map the user settings to be edited or created through this import. By default, the slider titled, The first line contains the column names is enabled.
   1. If the first row of your import file contains the column names, you can click Map columns with identical names or manually assign columns via the dropdown menu. You can assign each column to the corresponding name individually. After successful assignment, the name of the first line turns from grey to black.
   2. If the first row of your import file does not contain the column names, then deselect the first slider, The first line contains the column names. You will need to manually assign columns via the dropdown menu. You can assign each column to the corresponding name individually. After successful assignment, the name of the first line turns from grey to black.
   3. If there are columns included in your import file that are not required, you can hide these columns by clicking the eye icon. If you want to undo this, the columns can be shown again via step 7.
   4. Once the columns of your import file have been successfully mapped, a banner will appear saying you can proceed to the next step. Select Continue to the next step.
      
8.  In the tab titled Additional parameters, confirm what additional changes the import can make to your user settings, if any.
   1. To confirm if the import can add users to POS configurations, select Automatically add users to the POS configurations.
   2. If a user is missing from the import file, you can have their account automatically deactivated by selecting Deactivate all missing users.
   3. To make changes to all users across all business locations, select Update users across all business locations, not only the current one.
   4. To test your import without making any changes to any user profiles, select Dry run.
   5. Select Continue to save your settings.
      
9. Review and complete your import. Your file has now been prepared and is ready to be imported. Click Confirm submission to complete the import wizard.
   

The changes made through the import wizard will now be reflected in the user accounts.

Exporting POS users

The exporting POS users function allows you to save and print employee documentation beyond the Back Office. You can export your data in PDF, CSV, or XLS format.

Note: If you are exporting your user information to use as a template for the import function, select .CSV as the file type.

1. Log in to the Back Office with your Lightspeed Restaurant account credentials.
2. From the navigation menu, select Configuration > Users > POS users.
3. Select Export.
4. Select the file type for the export.
   

What’s next?