Using Bulk Upload

Save time when adding your Staff, Suppliers, or Equipment by bulk uploading them using a CSV template

Using the Bulk Upload

To bulk upload, depending on what you want to upload, choose either Suppliers, Equipment or Staff from the main menu in the Safe Food Pro administration console. Once you have selected either Suppliers, Equipment or Staff the process to bulk upload is the same.

Click the green plus button
Click the green arrow bulk upload button
Click on the Template link to get a copy of the CSV file format
Organise your existing file into this format and save it
Once you have the file ready click on the Upload button and select your file
Your file will now be imported!

Note: You can always edit or fix any details from within your selected page at a later time.

Bulk Upload Staff

When Bulk Uploading staff you'll need to match this exact format. Reminder, this is only for Staff not Users, users needed to be added individually in order to set them up with their own login details:

First Name & Last Name are required fields
PIN needs to be 4 digits & only numbers

Bulk Upload Equipment

When Bulk Uploading equipment you'll need to match this exact format:

Equipment Name is a required field
Equipment Category must match the existing categories (Cleaning, Cooking, Food Preparation, Freezer, Heating, Hot Holding, Refrigeration)
Maintenance Frequency Interval must match the existing intervals (Day, Week, Month, Year, Hour or Kilometre)
Maintained By must match the your existing Suppliers names from your Supplier page
Date format DD/MM/YYYY

Bulk Upload Suppliers

When Bulk Uploading suppliers you'll need to match this exact format:

Supplier Name, Supplier Type, Items Supplied is a required field
Supplier Type must either be Goods or Services
Please enter any date in 'DD/MM/YYYY'