[{"data":1,"prerenderedAt":582},["ShallowReactive",2],{"docs-en-data":3,"docs-all-en":497},{"id":4,"title":5,"body":6,"description":487,"extension":488,"meta":489,"navigation":490,"order":491,"path":492,"section":493,"seo":494,"stem":495,"__hash__":496},"content\u002Fen\u002Fdocs\u002Fdata.md","Data Import \u002F Export",{"type":7,"value":8,"toc":466},"minimark",[9,22,37,41,44,49,55,71,77,83,89,95,115,121,139,145,163,166,169,172,176,181,186,191,196,200,203,278,281,291,297,300,303,307,318,321,325,331,342,349,352,355,359,363,366,409,415,419,422,436,440],[10,11,12,13,17,18,21],"p",{},"The ",[14,15,16],"strong",{},"Data"," screen is used to manage your company's data — exporting reports and catalogs, importing data from external files, and backing up the entire database. Open it from the main navigation: ",[14,19,20],{},"More > Data",".",[10,23,24,25,28,29,32,33,36],{},"The screen is divided into three tabs: ",[14,26,27],{},"Export",", ",[14,30,31],{},"Import",", and ",[14,34,35],{},"Backup",". Tabs are shown based on permissions — if you don't have permission for a particular section, the corresponding tab won't appear.",[38,39,27],"h2",{"id":40},"export",[10,42,43],{},"The Export tab contains a list of available exports. Each export is shown as a card with an icon, a name, and a description. Clicking a card (or a format button) starts the export.",[45,46,48],"h3",{"id":47},"available-exports","Available exports",[10,50,51,54],{},[14,52,53],{},"Sales"," — a summary overview of sales for the selected period. Before exporting, you choose a date range in the calendar. Two formats are available:",[56,57,58,65],"ul",{},[59,60,61,64],"li",{},[14,62,63],{},"PDF"," — a structured report with a summary, payment methods, categories, top products, a tax breakdown, and a daily overview.",[59,66,67,70],{},[14,68,69],{},"XLSX"," — a spreadsheet file with Receipts, Order Items, and Payments sheets.",[10,72,73,76],{},[14,74,75],{},"Product Sales"," — a detailed report on products sold during the selected period (PDF). It includes top products by quantity and by revenue, category analysis, and an hourly sales overview.",[10,78,79,82],{},[14,80,81],{},"Inventory Status"," — a current snapshot of stock levels (PDF). It includes a summary, low stock, negative stock, and a complete list of items with purchase and selling prices. It is shown only when the Inventory module is active.",[10,84,85,88],{},[14,86,87],{},"Inventory Movements"," — a report of stock receipts, issues, and sales for the selected period (PDF). Before exporting, you choose a date range. It is shown only when the Inventory module is active.",[10,90,91,94],{},[14,92,93],{},"Catalog"," — a complete catalog export. Two variants:",[56,96,97,102],{},[59,98,99,101],{},[14,100,69],{}," — a spreadsheet file with categories, products, modifiers, suppliers, manufacturers, recipes, and tax rates (suitable for editing and re-importing).",[59,103,104,106,107,110,111,114],{},[14,105,63],{}," — a readable brochure in ",[14,108,109],{},"Brief"," mode (price list) or ",[14,112,113],{},"Detailed"," mode (complete details including variants and modifiers).",[10,116,117,120],{},[14,118,119],{},"Customers"," — an export of the customer database. Two variants:",[56,122,123,128],{},[59,124,125,127],{},[14,126,69],{}," — a spreadsheet with names, contacts, loyalty points, credit, and total spend.",[59,129,130,132,133,135,136,138],{},[14,131,63],{}," — a customer list in ",[14,134,109],{}," mode (name + contact) or ",[14,137,113],{}," mode (including spending history and loyalty points).",[10,140,141,144],{},[14,142,143],{},"Venue"," — an export of sections, tables, and floor plan elements. Two variants:",[56,146,147,152],{},[59,148,149,151],{},[14,150,69],{}," — a spreadsheet file with definitions of sections, tables, and floor plan elements.",[59,153,154,156,157,159,160,162],{},[14,155,63],{}," — a visual overview of the venue in ",[14,158,109],{}," mode (list) or ",[14,161,113],{}," mode (with layout and capacities).",[10,164,165],{},"Before the PDF export of these three overviews, the system prompts you to choose a mode (Brief \u002F Detailed). Once the file is generated, the system share\u002Fsave dialog opens, where you can save the file to disk or send it.",[38,167,31],{"id":168},"import",[10,170,171],{},"The Import tab lets you load data from external XLSX files. The import happens in three steps: file selection, analysis, and confirmation.",[45,173,175],{"id":174},"supported-imports","Supported imports",[10,177,178,180],{},[14,179,93],{}," — import of categories, products, modifiers, suppliers, manufacturers, recipes, and tax rates from an XLSX file.",[10,182,183,185],{},[14,184,119],{}," — import of customers from an XLSX file.",[10,187,188,190],{},[14,189,143],{}," — import of sections, tables, and floor plan elements from an XLSX file.",[10,192,193,195],{},[14,194,53],{}," — import of historical receipts, items, and payments from an XLSX file. Before importing, the system asks you to choose a mode: add to existing data, or replace existing data.",[45,197,199],{"id":198},"import-process","Import process",[10,201,202],{},"After you select a file, the system automatically analyzes its contents and compares it with the existing data in the database. A confirmation dialog then opens, showing a summary of the planned changes:",[204,205,206,222],"table",{},[207,208,209],"thead",{},[210,211,212,216,219],"tr",{},[213,214,215],"th",{},"Section",[213,217,218],{},"Icon",[213,220,221],{},"Description",[223,224,225,239,252,265],"tbody",{},[210,226,227,233,236],{},[228,229,230],"td",{},[14,231,232],{},"New",[228,234,235],{},"green plus",[228,237,238],{},"Records that don't exist in the database and will be created",[210,240,241,246,249],{},[228,242,243],{},[14,244,245],{},"Changed",[228,247,248],{},"blue pencil",[228,250,251],{},"Records that exist but have different data — they will be updated",[210,253,254,259,262],{},[228,255,256],{},[14,257,258],{},"Unchanged",[228,260,261],{},"gray check",[228,263,264],{},"Records that match the existing data — they won't be touched",[210,266,267,272,275],{},[228,268,269],{},[14,270,271],{},"To be deleted",[228,273,274],{},"red trash can",[228,276,277],{},"Records that are in the database but not in the imported file — they will be removed",[10,279,280],{},"Each section shows a number with the count of records. Click the eye icon to preview specific records (the first 5 items).",[10,282,283,284,287,288,290],{},"If the analysis finds errors (invalid values, missing required fields), an ",[14,285,286],{},"Errors"," section appears with an expandable list of issues. While errors exist, the ",[14,289,31],{}," button is disabled — you must fix the errors in the XLSX file and repeat the import.",[10,292,293,294,296],{},"After you click ",[14,295,31],{},", the data is written to the database. A progress indicator is shown during the import.",[38,298,35],{"id":299},"backup",[10,301,302],{},"The Backup tab is used to create and restore complete database backups.",[45,304,306],{"id":305},"create-a-backup","Create a backup",[10,308,309,310,312,313,317],{},"Clicking the ",[14,311,35],{}," card creates an encrypted backup file (",[314,315,316],"code",{},".kasyro"," extension) containing the company's complete data. Once created, the system save dialog opens.",[10,319,320],{},"We recommend creating backups regularly (e.g., once a week) and storing them in a safe place away from the POS device.",[45,322,324],{"id":323},"restore-from-a-backup","Restore from a backup",[10,326,309,327,330],{},[14,328,329],{},"Restore"," card opens a dialog for selecting a backup file. The system verifies that the backup belongs to the same company. A confirmation dialog then appears with information about the backup:",[56,332,333,336,339],{},[59,334,335],{},"Backup creation date",[59,337,338],{},"Company name",[59,340,341],{},"Number of records",[10,343,344,345,348],{},"The dialog includes a ",[14,346,347],{},"Sync to server"," checkbox that determines whether the restored data should be sent to the cloud server after the restore. The dialog also shows a warning that the restore will overwrite the current local data.",[10,350,351],{},"After confirmation, synchronization is paused, the data is restored, and then synchronization resumes.",[353,354],"hr",{},[38,356,358],{"id":357},"for-managers-and-administrators","For managers and administrators",[45,360,362],{"id":361},"permissions","Permissions",[10,364,365],{},"Access to the individual tabs is controlled by three permissions:",[204,367,368,377],{},[207,369,370],{},[210,371,372,375],{},[213,373,374],{},"Permission",[213,376,221],{},[223,378,379,389,399],{},[210,380,381,386],{},[228,382,383],{},[314,384,385],{},"data.export",[228,387,388],{},"Access to the Export tab. Allows exporting reports and catalogs.",[210,390,391,396],{},[228,392,393],{},[314,394,395],{},"data.import",[228,397,398],{},"Access to the Import tab. Allows importing data from XLSX files.",[210,400,401,406],{},[228,402,403],{},[314,404,405],{},"data.backup",[228,407,408],{},"Access to the Backup tab. Allows creating and restoring backups.",[10,410,411,412,21],{},"Permissions are assigned to user roles in ",[14,413,414],{},"Settings > Company > Users",[45,416,418],{"id":417},"modules-affecting-export","Modules affecting export",[10,420,421],{},"Some exports are shown only when certain modules are active:",[56,423,424],{},[59,425,426,428,429,431,432,435],{},[14,427,81],{}," and ",[14,430,87],{}," require the active ",[14,433,434],{},"Inventory"," module (moduleInventory).",[45,437,439],{"id":438},"recommendations","Recommendations",[56,441,442,448,454,460],{},[59,443,444,447],{},[14,445,446],{},"Backups:"," Create backups regularly, ideally at the end of each working day or week. Store them away from the POS device (USB drive, cloud).",[59,449,450,453],{},[14,451,452],{},"Catalog import:"," Before your first import, export your current catalog so you can see the correct XLSX file format. Use the exported file as a template.",[59,455,456,459],{},[14,457,458],{},"Sales import:"," The \"replace\" mode deletes existing sales data and replaces it with the imported data. Use it with caution — we recommend creating a backup first.",[59,461,462,465],{},[14,463,464],{},"Restore from a backup:"," A restore overwrites local data. If you choose to sync to the server, the restored data is sent to the cloud and overwrites the server data as well. Without syncing, it stays local only.",{"title":467,"searchDepth":468,"depth":468,"links":469},"",2,[470,474,478,482],{"id":40,"depth":468,"text":27,"children":471},[472],{"id":47,"depth":473,"text":48},3,{"id":168,"depth":468,"text":31,"children":475},[476,477],{"id":174,"depth":473,"text":175},{"id":198,"depth":473,"text":199},{"id":299,"depth":468,"text":35,"children":479},[480,481],{"id":305,"depth":473,"text":306},{"id":323,"depth":473,"text":324},{"id":357,"depth":468,"text":358,"children":483},[484,485,486],{"id":361,"depth":473,"text":362},{"id":417,"depth":473,"text":418},{"id":438,"depth":473,"text":439},"The Data screen is used to manage your company's data — exporting reports and catalogs, importing data from external files, and backing up the entire database. 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