How to Bulk Upload

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

Using Bulk Upload

To perform a bulk upload, select either Suppliers, Equipment, or Staff from the main menu in the Safe Food Pro web console, depending on what you want to upload. The process for bulk uploading is the same for each category.

Click the Green Add button
Click the bulk upload button
Click on the Template link to get a copy of the CSV file format
Organise your existing file into this format and save it
Once you have the file ready click on the Upload button and select your file
Your file will now be imported!

Bulk Upload Staff

Staff Bulk Template

When Bulk Uploading data you'll need to match the exact format as mentioned below:

To set them up with their login details:

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

Bulk Upload Equipment

When Bulk Uploading equipment:

Step 1 - Download the Equipment Template.
Step 2 - Complete at least the required fields "Name" and "Category" for each row you are planning to upload.
Step 3 - Check formatting on specific fields that are mentioned in the tips below.
Step 4 - Press "Upload" button and select the file to upload
Step 5 - Check by scrolling this page to see any errors or success!

Formatting - A few tips to set your data up for a successful bulk equipment upload:

If you specify a value in the column "Supplier", it needs to match an existing supplier in your account by name.

Important - If you want to use the Limits and Warnings functionality with your equipment, you will need to fill in all fields related to it as mandatory (e.g. higher and lower temps for fridges)

This includes:

All Warning and Limit values
Both Lower Warning Message and Upper Warning Message

Bulk Upload Suppliers

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

'Supplier Type', 'Supplier Name' and 'Items Supplied' are a required fields. 'Supplier Name' must be unique.
'Supplier Type': either 'Goods' or 'Services'.
'Approved': '1' for YES or empty for NO.
Dates must be in the format 'DD/MM/YYYY'.

Bulk Upload Food Items

To bulk upload food items, you will need to fill in the following required fields.

Name - The Food Item Name must be unique
Category - one of the existing Food Item categories eg. 'Allergens', 'Ingredients' or 'Items for Sale'. If an item is in more than one category use '|' to separate them.