Import a menu (via POS)

Important context (Head Office vs Store):

POS connections/dispatchers are typically configured at the Store (location) level. Menu importing and menu editing are managed at Head Office. If you only have a Store login and need an import, contact your Company Administrator or MOBI Support.⁠

Important context (Head Office vs Store):

Before you start (important highlights)

• Confirm you have Head Office access in MOBI Admin.

• ⁠If you have multiple locations, confirm which location’s POS menu you should import from (different stores can have different menus).⁠

• Plan time for a quick QA after import: names, category structure, modifier rules, pricing, and availability.

• Some POS integrations may support Menu Sync in addition to (or instead of) Menu Import. If “POS System” isn’t available in the Source dropdown, the import may not be enabled/configured for your account—contact Support.⁠

• Keep in mind: POS-to-MOBI behaviour varies by integration. In many POS integrations, ongoing updates may require a manual sync and/or may not fully restructure the menu the way the POS does (often pricing updates + new items come through, but structural changes may require manual work in MOBI).⁠

Step-by-step: Import your menu from POS (Head Office)

1. Go to Menus (Head Office)

   1. From the Head Office Dashboard, click Menu in the left navigation. In the Menu Editor, click Go to Menu Importer (usually near the top/right of the page).⁠Choose POS System as the import source

2. In the Menu Importer page, locate the Source dropdown (often defaults to JSON/CSV).

3. Select POS System.⁠

   1. Source dropdown showing JSON/CSV and POS System.
      

4. Select the location to import from

   1. Under Source, click Select Location.

   2. Choose the store/location you want to import from (you’ll only see locations with POS import enabled).⁠
      
      
      

5. Run the import from POS

   • Click Import From POS.

   • Wait for the import to finish (large menus may take several minutes).⁠
     

6. What you should see next:

    

   1. A list (or counts) of Menus, Categories, Modifier Groups, Products, and Modifiers available to import.⁠

7. Review and curate what will be imported

   • Review the imported list carefully.

   • Unflag/unselect any items you do not want available online (e.g., legacy items, staff-only items).⁠

8. Finalize the import into MOBI - This is the best point to prevent unwanted POS items from appearing online.

   • Click the IMPORT button at the bottom of the page.

   • Wait for completion.⁠

   • After import completes: MOBI will show a summary message indicating what was imported and how many items were created/imported.⁠

⁠​Step-by-step: Assign the imported menu to your store

1. Open the store settings

   1. Log into the Store (location) you want to update.

   2. From the Store Dashboard, click Settings.

   3. Locate General settings and click Edit.⁠

2. Select the correct menu(s)

   1. In General Settings, find the Menus section.

   2. Select/highlight the menu(s) you want active for that store.⁠

3. Save

   1. Click Save to apply changes.⁠

Troubleshooting

“POS System” isn’t in the Source dropdown
Cause: POS import may not be enabled for your account, or your integration uses a different import method.
Fix: Contact MOBI Support to confirm your POS import setup.

No locations appear under “Select Location”
Cause: POS import may not be configured for any locations yet.
Fix: Confirm the POS connection is set up for the correct store/location.

Import completed, but the menu isn’t showing online
Fix: Confirm the menu is assigned to the store under Store Settings → General Settings → Menus, then save your changes.

Import results are incomplete or incorrect
Fix: Confirm you imported from the correct location and that the POS menu is active and ready. If the issue continues, contact MOBI Support with the store name and details of what’s missing.

Ongoing menu updates aren’t behaving as expected
Some updates, such as category changes, removed items or modifier structures, may be limited by the POS integration and require manual adjustments in MOBI. This varies by POS.