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Importing or exporting POS users

The importing POS users function is a quick way to add several users to your Back Office from a *CSV file at once, so you can save a lot of time.

The exporting POS users function allows you to save and print employee documentation beyond the Back Office so you have access to your data whenever needed, even with no access to Wifi.

 

Importing POS users

Importing users from a file is a quick way to add multiple POS users at once. To import users, you’ll need to upload a CSV file that replicates our user import template.
You can generate a template by exporting already existing users in the POS user list via the export function. The users are then exported as an Excel file. Once imported, items can't be deleted.

  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.

Restaurant-BO-Importing-POS-Users.png

Step 1: Select a file

  1. Select the Browse button.
  2. Select the appropriate file from your computer. If the file is uploaded successfully, you will be automatically forwarded to step 4. Step 2 and Step 3 are not mandatory.


Step 2: File format
The file format needs to be a CSV file that replicates our user import template. The format is automatically detected when you upload the file, so you don't need to make any changes.


Step 3: Columns selection
Columns are selected based upon the uploaded sheet. If the first column of your import file does not contain the column names, then deselect the first slider, “The first line contains the column names.”
All columns are activated by default. If there are some columns on the CSV table that should not be imported, then they can be disabled here. To do so, deactivate the slider in the corresponding column.


Step 4: Columns mapping
When uploading, the slider, “The first line contains the column names,” is activated by default. If the first row of your import does not contain column names, deactivate this via the slider.
The names defined per column in the CSV file are taken over after uploading, but columns still need to be assigned in the Back Office. There are two ways of assignment:

  1. Select Map columns with identical names. This is used, when the first line contains the column names. All columns then adopt the respective displayed heading.
  2. 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.

If columns are uploaded during the CSV file upload that are not needed for the import after all, hide columns that are not needed by selecting the eye icon. These will not be imported then. If you want to undo this, the columns can be shown again via step 3. After successful mapping, a banner will appear saying you can proceed to the next step. Select Continue to the next step.

 

Step 5: Additional parameters
This is an option, “create missing POS user groups”. Activate the slider if you want to create all POS user groups not included in the table, otherwise select Continue.


Step 6: Confirmation
The following note appears: “Congratulation! Your file is ready to be processed. You can review your mapping or submit your file and continue.” Select Confirm submission and find all imported data in Configuration > Users > Users.


Exporting POS users

The exporting POS users function allows you to save and print employee documentation beyond the back office so you have access to your data whenever needed, even with no access to Wifi. You can export your data in PDF, CSV, and XLS format.

  1. From the navigation menu select Configuration > Users > Users.
  2. Select Export. A *CSV file with all the POS user information is exported.
  3. Select the arrow next to Export, if you want to select another export format.

Restaurant-BO-Exporting-POS-Users.png

 

What’s next?

Assign POS users to a configuration so that this configuration is only visible on the K Series app for assigned users.

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