This feature is in beta for select customers. Contact your CSM for more information.
The Import hub is a centralized page in the Admin application where onboarding data imports are initiated and tracked. It provides a single location to manage the import of foundational data — such as a chart of accounts (COA) — needed to complete the setup of a new R365 instance.
Imports are organized under an Onboarding section on the Import hub page. Each import type displays its current status and provides an action button to start or continue the process. When an import has been completed, the last import date and time are shown.
Each import type on the Import hub has its own requirements and steps. The Chart of accounts import supports uploading a QuickBooks COA file or pulling accounts through a connected QuickBooks Online integration. See Import a QuickBooks Chart of Accounts for the full process.
Security
Users must have the following permission to access the Import hub:
Administration → System Setup → Use Import Hub (Beta)
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Import Hub Page
The Import hub page contains an Onboarding section that lists available import types and tracks their status. Each import type displays a button that reflects the current state of that import.
On the Import hub page, users can:
Start or resume a Chart of accounts import
Button/Field | Description | |
|---|---|---|
1 | Onboarding section | Section that groups import types used during onboarding. |
2 | Chart of Accounts Import | A one-time setup wizard used during onboarding to bring QuickBooks accounts into Restaurant365 either through manual file upload or via a QuickBooks Online connection. It includes steps for AI account matching, bank account review, through import completion. |
3 | Start/Resume/Complete | Indicates the current status or available action for the import.
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