Radar Imports

Manual export from Radar and manual import to R365

With this option, a user will manually export one or more of the R365 exports from Radar, then manually upload them to R365.

When exporting manually, the location(s) and date range of the export must be manually selected.

This option is also used to re-import single files that were previously exported.

Learn more about manual import to R365 below.

Import initiated from R365

With this option, a user will manually initiate the import from R365. Once initiated, the system will run the exports in Radar and automatically import the data.

The following exports can be initiated from R365:

• Restaurant365 - AP Export

• Restaurant365 - GL Sales Export

• Restaurant365 - Inventory Adjustment Export

When initiating from R365, the date range must be manually selected. All locations will be imported together; locations cannot be selected individually.

Learn more about initiating import from R365 below.

Radar export batch sent to the R365 FTP site

With this option, an export batch will be set up to send selected exports on a set schedule.

The following exports can be processed by the R365 FTP site:

• Restaurant365 - AP Export

• Restaurant365 - GL Sales Export

• Restaurant365 - Inventory Adjustment Export

Multiple export batches can be created to accommodate exporting locations separately. The date range of the export is automatically determined by the 'Run Period' setting for the export(s) in the batch.

Learn more about setting up a Radar export batch for R365 FTP here. 

Override

When checked, allows for an AP Batch that has already been exported to be exported again.

Use Batch Posting Date for GL Date

When checked, the 'Batch Posting Date' will be used as the 'GL Date' instead of the default 'Invoice Date'.  

Radar Instance Name

The 'Configurations' section is read-only, and displays the name of the Radar instance that files will be imported from when using the Radar Integration option. For assistance changing this configuration, please contact R365 Support.

Import Type Selector

Click to open the list of import types:

GL Sales - When checked, the 'Restaurant365 - GL Sales Export' will be included in the import.

Inventory adjustments - When checked, the 'Restaurant365 - Inventory Adjustment Export' will be included in the import.

AP Invoices - When checked, the 'Restaurant365 - AP Export' will be included in the import.

Date Range

The 'From' date and 'To' date that posted Radar data will be imported for.

Import Data

Click to import the selected import types for the selected date range.

AP Invoices can only be imported once via the 'Import Data' button for a given date range. To re-import AP Invoices, use the 'Manual Import' option instead.

View History

Click to open the Radar Import History page in a new tab. 

Import Journal Entry - GL Sales or Inventory Adjustments 

Click to select GL Sales Export files and/or Inventory Adjustment files. One or more files can be imported at a time.

Once files are selected, they will be imported into the system automatically.

Import AP Invoices

Click to select AP Export files. One or more files can be imported at a time.

Once files are selected, they will be imported into the system automatically.

Import Vendors

Click to select a Vendor Upload Template Export file. Only one file can be imported at a time.

Once the file is selected, it will be imported into the system automatically.

Smart Grid Controls

Filter - Click to filter the available columns.

By default, the 'Import Date' column is filtered to only display imports in the last 30 days. 

Export - Click to export the grid to a .csv file.

Refresh- Click to refresh the grid.

Learn more about working with Smart Grids here. 

Import Date

Date that Radar data was imported.

Import Type

Type of import:

GL Sales - 'Restaurant365 - GL Sales Export' was imported.

Inventory adjustments - 'Restaurant365 - Inventory Adjustment Export' was imported.

AP Invoices - 'Restaurant365 - AP Export' was imported.

Records Imported

Total number of transaction records imported from Radar.

Error Count

Number of errors encountered when importing the data. Click the desired row to see the error details for that import.

Start Date

Start date of the data included in the import.

End Date

End date of the data included in the import.