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How to Bulk Upload

Updated over a week ago

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

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

  1. Click the Green Add button

  2. Click the bulk upload button

  3. Click on the Template link to get a copy of the CSV file format

  4. Organise your existing file into this format and save it

  5. Once you have the file ready click on the Upload button and select your file

  6. Your file will now be imported!
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Bulk Upload Staff

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

  • First Name & Last Name are required fields

  • PIN needs to be 4 digits & only numbers
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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.

  • Step 3 - Check formatting on specific fields.

  • Step 4 - Press "Upload" button and select the file to upload.

  • Step 5 - Check by scrolling this page to see any errors or success!


Bulk Upload Suppliers

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

  • 'Supplier Type', 'Supplier Name' and 'Items Supplied' are 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'.
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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.

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