Transfer categories, products, menus and stock balances from Axle and check that the import is complete.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Check the source. Make sure Axle exports the correct establishment and up-to-date stock balances.
- Configure access. Save the address and token, then check the connection.
- Import in stages. Start with reference data, then import balances and related records.
- Review the log. Resolve missing units, categories or identifiers.
Check the result
Final counts are reconciled with Axle, balances are imported as transactions for the current establishment, and rerunning the import does not create duplicates.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.