Completing the POS integration import template

DepositDate*

DateTime(mm/dd/yyyy hh:mm:ss)

Date when the deposit occurred.

Amount*

decimal

Amount that was deposited.

DaypartName

string

Name of the part of day when the deposit was applied.

EmployeeNumber

string

Identification number for the employee who made the deposit.

Number

string

Identification number for the deposit.

RevenueCenterName

string

Revenue center associated with the deposit.

ClosedTime

DateTime(mm/dd/yyyy hh:mm:ss)

Date and time when the deposit was closed.

CompPromo_CheckNumber*

string

Number of the check to which the discount was applied.

Comp_CompName*

string

Name of the discount.

Comp_EmployeeNumber

string

Identification number for the employee who applied the discount.

Comp_RevenueCenterName

string

Revenue center where the discount occurred.

Comp_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the discount was applied.

Comp_Amount*

decimal

Amount subtracted from the total due to the discount.

Comp_DrawerNumber

string

Drawer number associated with the discount.

Promo_PromoName*

string

Name of the promotion.

Promo_EmployeeNumber

string

Identification number for the employee who applied the promotional discount.

Promo_RevenueCenterName

string

Revenue center where the promotional discount occurred.

Promo_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the promotional discount was applied.

Promo_Amount*

decimal

Amount subtracted from the total due to the discount.

Promo_DrawerNumber

string

Drawer number associated with the promotional discount.

EmployeeId*

string

Number used to identify the employee in R365.

FirstName*

string

Employee's first name or given name.

MiddleName

string

Employee's middle name or second name.

LastName*

string

Employee's last name or surname.

PayrollId

string

Number used to identify the employee for the purpose of processing payroll.

Email

string

Email address on file that can be used to contact the employee.

Phone

string

Phone number on file that can be used to contact the employee.

Address

string

Address number and street name of the employee's mailing address. This line might also include a unit, suite, apartment number, or P.O. box, if applicable.

City

string

City of the employee's mailing address.

State

string

State or province of the employee's mailing address.

Zip

string

Zip code or postal code of the employee's mailing address.

Birthdate

DateTime(yyyy/mm/dd hh:mm:ss)

Employee's date of birth.Format: YYYY/MM/DDExample: If an employee was born on February 13th, 1988, the Birthdate field should read 1988/02/13.

IsInactive

boolean(True/False OR 0/1)

Indicates whether the employee is actively employed. 

HouseAccountNumber* 

string

Number used to identify the house account in R365.

HouseAccountName* 

string

Name of the house account.

Address

string

Address number and street name listed on the Customer record.

City

string

City listed on the Customer record.

State

string

State or province listed on the Customer record.

PostalCode

string

Zip code or postal code listed on the Customer record.

FirstName

string

First name listed on the Customer record.

LastName

string

Last name listed on the Customer record.

PhoneNumber

string

Phone number listed on the Customer record.

EmailAddress

string

Email address listed on the Customer record.

JobCode* 

string

Number used to identify the job in R365.

JobName* 

string

Name of the job.

DefaultPayRate

decimal

Default rate of pay for the job.

JobDescription

string

Description of the job.

EmployeeNumber* 

string

Number used to identify the employee in R365.

ShiftNumber* 

integer

Incremental number used to track each shift for an employee on a single business day.

ClockInDate* 

DateTime(mm/dd/yyyy hh:mm:ss)

Date when the employee clocked in to the shift.

ClockInTime* 

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the employee clocked in to the shift.

ClockOutTime* 

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the employee clocked out of the shift.

CreditTips

decimal

Amount of tips paid by credit card.

DeclaredTips

decimal

Amount of tips declared by the employee.

Sales

decimal

Employee's sales for the day.

JobCode

string

Number used to identify the job that the employee worked in R365.

JobName

string

Name of the job that the employee worked.

PayRate

decimal

Employee's rate of pay for the job that they worked.

RegularHours

decimal

Number of regular hours worked.

IsUnpaidBreak

boolean(True/False OR 0/1)

Indicates whether the shift included an unpaid break.

IsPaidBreak

boolean(True/False OR 0/1)

Indicates whether the shift included a paid break.

ItemNumber* 

string

Number used to identify the item in the POS. The sales detail file uses this number to look up the menu item name, category, and other relevant information.

ItemName* 

string

Name of the item.

PLU

string

Price Look Up code.

CategoryName

string

Name of the category to which the item is assigned.

ItemCost

decimal

Cost for the item.

SKU

string

Stock Keeping Unit code.

NonSalesRevenue_CheckNumber* 

string

Number of the check to which the non-sales revenue was applied.

NonSalesRevenue_Amount* 

decimal

Amount for the transaction.

NonSalesRevenue_Quantity

integer

Number of non-sales items involved in the transaction.

NonSalesRevenue_DaypartName

string

Name of the part of day when the transaction occurred.

NonSalesRevenue_EmployeeNumber

string

Identification number for the employee who completed the transaction.

NonSalesRevenue_RevenueCenterName

string

Revenue center where the transaction occurred.

NonSalesRevenue_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the transaction occurred.

NonSalesRevenue_Name* 

string

Name of the non-sales revenue item. Example: Event Deposit.

Amount* 

decimal

Amount for the paid in/out.

AffectsCash

boolean(True/False OR 0/1)

Indicates whether the paid in/out affects case.

DaypartName

string

Name of the part of day when the paid in/out occurred.

EmployeeNumber

string

Identification number for the employee who processed the paid in/out.

PaidInOutName* 

string

Name of the paid in/out.

Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the paid in/out occurred.

Notes

string

Any notes or comments attached to the paid in/out.

Payment_CheckNumber* 

string

Number of the check to which the payment was applied.

Payment_EmployeeNumber

string

Identification number for the employee who processed the payment.

Payment_GuestName

string

Name of the guest involved in the payment, if applicable.

Payment_TenderIdentity

string

Last four digits of the credit card used for the payment.

Payment_TenderNumber* 

string

Number used to look up the tender information in the tender file.

Payment_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the payment was made.

Payment_Tip

decimal

Amount of tips applied to the payment.

Payment_RevenueCenterName

string

Revenue center for which the payment was processed.

Payment_BaseAmount* 

decimal

Amount for the payment, not including tips or gratuity.

Payment_DrawerNumber

string

Drawer number for the payment.

Payment_AutoGratuityName

string

Name for the automatically applied gratuity charge.

Payment_AutogratuityAmount

decimal

Amount of the automatically applied gratuity charge.

Refund_CheckNumber* 

string

Number of the check to which the refund was applied.

Refund_EmployeeNumber

string

Identification number of the employee who processed the refund.

Refund_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the refund was applied.

Refund_RevenueCenterName

string

Revenue center where the refund occurred.

Refund_DaypartName

string

Name of the part of day when the refund was applied.

Refund_ItemNumber

string

Number used to identify the refunded item in the software.

Refund_ManagerEmployeeNumber

string

Identification number for the manager who approved the refund.

Refund_OrderModeName

string

Order mode (R365 Service Type) in which the refund occurred, such as For Here, To Go, Delivery, and so on.

Refund_RefundName

string

Name of the refund.

Refund_TenderNumber

string

Tender number for the type of payment that was refunded.

Refund_DrawerNumber

string

Drawer number for the refund.

Refund_Notes

string

Any notes or comments attached to the refund, if applicable.

Refund_TaxAmount

decimal

Amount of tax refunded.

Refund_TaxNumber

integer

Number associated with the refunded taxes.

Refund_Amount* 

decimal

Total amount that was refunded.

Refund_Quantity

integer

Number of items that were refunded.

CheckNumber* 

string

Check number (or order number).

OpenTime

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the check was opened.

CloseTime* 

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the check was closed.

RevenueCenterName

string

Revenue center where the check was processed.

OrderModeName

string

Order mode (R365 Service Type) on which the check was processed.

EmployeeNumber

string

Identification number for the employee associated with the check. This is usually the server who worked the table.

GuestCount

integer

Number of guests associated with the check.

TableName

string

Name or number used to identify the table.

ItemSale_EmployeeNumber

string

Identification number for the employee who added the menu item.

ItemSale_TicketItemNumber* 

integer

Incremental number used to identify the parent and child menu items. Any parent item with modifiers should have the same TicketItemNumber in order to attach the modifiers to that specific parent item.Example:

• Ticket item number 1 - Parent Menu Item 1

  • Ticket item number 1 - Modifier 1

  • Ticket item number 1 - Modifier 2

  • Ticket item number 1 - Modifier 3

• Ticket item number 2 - Parent Menu Item 2

  • Ticket item number 2 - Modifier 1

• Ticket item number 3 - Parent Menu Item 3

• Ticket item number 4 - Parent Menu item 4

ItemSale_ItemNumber* 

string

Number used to identify the menu item in R365.

ItemSale_RevenueCenterName

string

Revenue center where the sale of the menu item occurred.

ItemSale_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the sale of the menu item occurred.

ItemSale_Quantity

integer

Number of menu items involved in the sale.

ItemSale_GrossAmount* 

decimal

Gross amount of revenue gained from the sale of the menu item.

ItemSale_Modifiers_ItemNumber**

string

Number used to identify the menu item modifier in R365.This field is required if a menu item modifier is applied.

ItemSale_Modifiers_Quantity** 

integer

Number of modifier items sold.This field is required if a menu item modifier is applied.

ItemSale_Modfiers_GrossAmount** 

decimal

Gross amount of revenue gained from the sale of the menu item modifier.This field is required if a menu item modifier is applied.

ItemSale_Comp_CompName*

string

Name of the discount.

ItemSale_Comp_EmployeeNumber

string

Identification number for the employee who applied the discount.

ItemSale_Comp_RevenueCenterName

string

Revenue center where the discount was applied.

ItemSale_Comp_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the discount was applied.

ItemSale_Comp_Amount*

decimal

Amount subtracted from the total due to the discount.

ItemSale_Comp_DrawerNumber

string

Drawer number associated with the discount.

ItemSale_Promo_PromoName*

string

Name of the promotion.

ItemSale_Promo_EmployeeNumber

string

Identification number for the employee who applied the promotional discount.

ItemSale_Promo_RevenueCenterName

string

Revenue center where the promotional discount was applied.

ItemSale_Promo_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the promotional discount was applied.

ItemSale_Promo_Amount*

decimal

Amount subtracted from the total due to the discount.

ItemSale_Promo_DrawerNumber

string

Drawer number associated with the promotional discount.

Surcharge_CheckNumber* 

string

Number of the check to which the surcharge was applied.

Surcharge_Amount* 

decimal

Amount of the surcharge.

Surcharge_DaypartName

string

Name of the part of day when the surcharge was applied.

Surcharge_EmployeeNumber

string

Identification number for the employee who applied the surcharge.

Surcharge_RevenueCenterNumber

string

Revenue center where the surcharge was applied.

Surcharge_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the surcharge was applied.

Surcharge_Name* 

string

Name of the surcharge.

Number* 

string

Number or code used to identify the tax.

Name* 

string

Name of the tax.

Rate

decimal

Rate of the tax.

RateType

string

Indicates whether the rate is based on a percentage or is a fixed rate.Format: Percentage/Fixed

IsInclusive

boolean(True/False OR 0/1)

Indicates whether the tax is inclusive.

CheckNumber* 

string

Number of the check to which the tax was applied.

Tax_TaxNumber* 

string

Number or code used to identify the tax.

Tax_RevenueCenterName

string

Revenue center where the tax was applied.

Tax_Amount* 

decimal

Amount of the tax.

IsInclusive

boolean(True/False OR 0/1)

Indicates whether the tax is inclusive.

Number* 

string

Number used to identify the tender.

Name* 

string

Name of the tender.

Type

string

Type of tender, such as cash or non-cash.

BusinessDate* 

DateTime(mm/dd/yyyy hh:mm:ss)

Date with which the till is associated.

DrawerNumber* 

string

Drawer number used to identify the till.

ExpectedAmount* 

decimal

Total amount of cash that is expected to be in the till.

EmployeeNumber

string

Identification number for the employee who is responsible for the till.

IsClosed* 

boolean(True/False OR 0/1)

Indicates whether the till is closed.

ClosedTime

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the till closed.

Void_CheckNumber* 

string

Number of the check on which the void occurred.

Void_ItemNumber

string

Number used to identify the item in the voided transaction.

Void_EmployeeNumber

string

Identification number for the employee who voided the transaction.

Void_RevenueCenterName

string

Revenue center where the void occurred.

Void_Time

DateTime(mm/dd/yyyy hh:mm:ss)

Time when the transaction was voided.

Void_Amount* 

decimal

Amount of the transaction that was voided.

Void_Quantity

integer

Number of items involved in the voided transaction.

Void_Name

string

Name of the void.

Void_Notes

string

Any notes or comments attached to the void, if applicable.

Void_DrawerNumber

string

Drawer number on which the void occurred.