Release 12.3.13

12.3.13

New Import and Export Tasks for Choice Group and Employee

InfoGenesis POS has been enhanced to support new import and export tasks for the following menus using .csv files:

Choice Group
Employee

Earlier, these tasks were handled using .txt files. The import sequence for .csv files differs from the sequence followed for .txt files. The following sections provide information on the appropriate sequence to be used for .csv file imports. Additionally, the first row of the import file can either contain field headers or be empty.

Audit logging is not supported for these tasks.

Choice Group

Choice Group Export

The Choice Group Export is used to export choice groups from IGCM into a .csv file. The name of the file is CG_Exp and exported to the following location: <Drive>\InfoGenesis\etenant_id\enterprise_id\Division_id\Store_id.

Parent enterprise users can export base and group choice group records based on the selection in the CCM2 Group drop-down list (Reports ➜ Scheduling ➜ Task Setup ➜ Choice Group Export csv).

The following table provides information on the export specifications:

Sequence	Field Name	Valid Data	Format	Description
1	Action	U	Text	U - To add a new choice group or update fields in an existing choice group.
2	Choice Group ID	1-99,999	Numeric	The choice group ID.
3	Choice Group Name	1-16 characters	Text	The choice group name.
4	Display Name	500 characters	Text	The choice group display name.
5	Button Text 1	1-7 characters	Text	The button text 1.
6	Button Text 2	0-7 characters	Text	The button text 2.
7	Description	0-1000 characters	Text	The description of the choice group.
8	Min Choices	0-255	Numeric	The minimum number of modifiers to add the choice group.
9	Max Choices	1-255	Numeric	The maximum number of modifiers to add the choice group.
10	Modifiers	Modifier ID: 1-999,999,999	Numeric	Array indicating the modifiers in the following format: {action,modifier ID,sequence} Multiple values can be entered as comma-separated values. Example: {U,22,1},{U,33,2}
12	Hide in POS	0 or 1	Numeric	0 - The choice group is displayed in the terminal. 1 - The choice group is hidden in the terminal.
13	Read Only in Child Enterprise	0 or 1	Numeric	0 - The child enterprise users can override the choice group record in IGCM. 1 - The child enterprise users cannot override the choice group record in IGCM.
14	Exclude for Child Enterprise	0 or 1	Numeric	0 - The parent enterprise choice group record can be inherited by the child enterprise. 1 - The parent enterprise choice group record cannot be inherited by the child enterprise.
15	Translation	Language ISO Code: 5 characters Choice Group Name: 1-16 characters Button Text 1: 1-7 characters Button Text 2: 0-7 characters Display Name: 0-500 characters Description: 0-1000 characters	Text	Array indicating translations for the choice group record in the following format: {“language ISO code”, “choice group name”,“button text 1”,“button text 2”,“display name”, “description”} Multiple values can be entered as comma-separated values. Example: {“fr-fr”,“Add Ons”,“Add”,“Ons”,“Add-ons”,“Add-ons for pizza”}

In arrays, double quotes (“ ”) are used only for character (string) values. Numeric values are not enclosed with double quotes.

Sample Choice Group Export

Choice Group Import

The choice group Import is used to import choice group records to the Choice Group menu in IGCM using a .csv file. The name of the file is CG_Imp and placed in the following location: <Drive>\InfoGenesis\itenant_id\enterprise_id\Division_id\Store_id.

Parent enterprise users can import choice group data to base and group records based on the selection in the CCM2 Group drop-down list (Reports ➜ Scheduling ➜ Task Setup ➜ Choice Group Import csv).

It is recommended to first export the .csv file and then perform import by modifying the exported file.

The following table provides information on the import specifications:

Sequence	Field Name	Valid Data	Format	Required	Description
1	Action	U or D	Text	Yes	U - To add a new choice group or update fields in an existing choice group. If the entered choice group ID already exists, the appropriate choice group record gets updated. If the entered choice group ID does not exist, a new choice group record is added. D - To delete a choice group.
2	Choice Group ID	1-99,999	Numeric	Optional	The choice group ID.
3	Choice Group Name	1-16 characters	Text	Yes	The choice group name.
4	Display Name	500 characters	Text	Optional	The choice group display name.
5	Button Text 1	1-7 characters	Text	Optional	The button text 1.
6	Button Text 2	0-7 characters	Text	Optional	The button text 2.
7	Description	0-1000 characters	Text	Optional	The description of the choice group.
8	Min Choices	0-255	Numeric	Optional	The minimum number of modifiers to add the choice group.
9	Max Choices	1-255	Numeric	Optional	The maximum number of modifiers to add the choice group.
10	Modifiers	Modifier ID: 1-999,999,999	Numeric	Optional	Array indicating the modifiers in the following format: {action,modifier ID,sequence} Multiple values can be entered as comma-separated values. Example: {U,22,1},{U,33,2}
12	Hide in POS	0 or 1	Numeric	Optional	0 - The choice group is displayed in the terminal. 1 - The choice group is hidden in the terminal.
13	Read Only in Child Enterprise	0 or 1	Numeric	Optional	0 - The child enterprise users can override the choice group record in IGCM. 1 - The child enterprise users cannot override the choice group record in IGCM.
14	Exclude for Child Enterprise	0 or 1	Numeric	Optional	0 - The parent enterprise choice group record can be inherited by the child enterprise. 1 - The parent enterprise choice group record cannot be inherited by the child enterprise.
15	Translation	Language ISO Code: 5 characters Choice Group Name: 1-16 characters Button Text 1: 1-7 characters Button Text 2: 0-7 characters Display Name: 0-500 characters Description: 0-1000 characters	Text	Optional	Array indicating translations for the choice group record in the following format: {“language ISO code”, “choice group name”,“button text 1”,“button text 2”,“display name”, “description”} Multiple values can be entered as comma-separated values. Example: {“fr-fr”,“Add Ons”,“Add”,“Ons”,“Add-ons”,“Add-ons for pizza”}

In arrays, double quotes (“ ”) are used only for character (string) values. Numeric values are not enclosed with double quotes.

Important Points

To update a specific field for the choice group, users can enter the value against the appropriate field in the .csv file and perform an import. The existing values of other fields are retained.
The action type, D, must be used within arrays to remove the mapping of those values in an appropriate record. For example, to remove the modifier (ID - 5) associated with a choice group record, the value in the Modifier field must be modified as {D,5,1}.

Sample Choice Group Import

Employee

Employee Export

The Employee Export is used to export employee data from IGCM into a .csv file. The name of the file is Emp_Exp and exported to the following location: <Drive>\InfoGenesis\etenant_id\enterprise_id\Division_id\Store_id.

Parent enterprise users can export base and group employee records based on the selection in the CCM2 Group drop-down list (Reports ➜ Scheduling ➜ Task Setup ➜ Employee Export csv).

The following table provides information on the export specifications:

Sequence	Field Name	Valid Data	Format	Description
1	Action	U	Text	U - To add a new modifier or update fields in an existing modifier.
2	Employee ID	1-999,999,999	Numeric	The employee ID.
3	Employee First Name	1-16 characters	Text	The employee’s first name.
4	Employee Last Name	1-16 characters	Numeric	The employee’s last name.
5	Employee POS Name	1-16 characters	Numeric	The employee’s POS name.
6	Password	0-9999	Numeric	The password to log on to the terminal.
7	Passcode	0-9999	Numeric	The passcode to log on to IG Kiosk.
8	Card Number	1-32	Numeric/Text	The employee card number.
9	Supervisor Employee ID	1-999,999,999	Numeric	The employee ID of the supervisor.
10	Product ID	1-999,999	Numeric	The product ID.
11	Default for Order API	0 or 1	Numeric	0 - The employee is not considered the default employee for requests made from IG OnDemand 3.x to IG POS API. 1 - The employee is considered the default employee for requests made from IG OnDemand 3.x to IG POS API.
12	Scheduled	0 or 1	Numeric	0 - The employee is not recognized as a part of external scheduling system. 1 - The employee is recognized as a part of external scheduling system and are synced to InfoGenesis. For example, 7Shift Integration.
13	Job Codes	Job Code ID: 1-255 Offline Default: 0 or 1 Add Date: YYYYMMDD Estimated Labor Rate: ($9999999.99) - $9999999.99 Manager Approval: 0 or 1 Assignment ID: 1-20	Numeric/Text	Array indicating job code in the following format: {job code,offline default,add date, estimated labor rate, manger’s approval,assignment ID} Multiple values can be entered as comma-separated values. Example: {U,58,1,20240715,0.00,0,""}
14	Street 1	0-50 characters	Text	The employee’s address line 1.
15	Street 2	0-50 characters	Text	The employee’s address line 2.
16	City	0-50 characters	Text	The employee’s city.
17	State	0-50 characters	Text	The employee’s state.
18	Postal Code	0-16	Numeric	The employee’s postal code.
19	Country/Region	0-50 characters	Text	The employee’s country.
20	Home Telephone Number	0-16	Numeric	The employee’s home telephone number.
21	Contact Telephone Number	0-16	Numeric	The employee’s contact telephone number.
22	Birth Date	Date in the following format: YYYYMMDD	Date	The employee’s birth date.
23	Hire Date	Date in the following format: YYYYMMDD	Date	The employee’s hire date.
24	Termination Date	Date in the following format: YYYYMMDD	Date	The employee’s termination date.
25	Last Review Date	Date in the following format: YYYYMMDD	Date	The employee’s last review date.
26	Next Review Date	Date in the following format: YYYYMMDD	Date	The employee’s next review date.
27	Email	0-50 characters	Text	The employee’s email ID.
28	Other	0-11 characters	Text	The employee’s other information.
29	Secondary ID	1-999,999,999	Numeric	The employee’s secondary ID.
30	Terminal Default Language	Language ISO Code: 5 characters	Text	The default terminal language.
31	Keypad Location	0 or 1	Numeric	0 - Right-side of the terminal. 1 - Left side of the terminal.
32	Translation	Language ISO Code: 5 characters Employee First Name: 1-16 characters Employee Last Name: 1-16 characters Employee POS Name: 1-16 characters	Text	Array indicating translations for the employee record in the following format: {“language ISO code”, “employee first name”,“ employee last name”,“ employee POS name”} Multiple values can be entered as comma-separated values. Example: {“fr-fr”,“Chris”,“Adams”,“ChrisA”}

In arrays, double quotes (“ ”) are used only for character (string) values and numeric values are not enclosed with double quotes.

Sample Employee Export

Employee Import

The Employee Import is used to import employee data to the Employee menu in IGCM using a .csv file. The name of the file is Emp_Imp and placed in the following location: <Drive>\InfoGenesis\itenant_id\enterprise_id\Division_id\Store_id.

Parent enterprise users can import employee data to base and group records based on the selection in the CCM2 Group drop-down list (Reports ➜ Scheduling ➜ Task Setup ➜ Employee Import csv).

It is recommended to first export the .csv file and then perform import by modifying the exported file.

The following table provides information on the import specifications:

Sequence	Field Name	Valid Data	Format	Required	Description
1	Action	U	Text	Yes	U - To add a new employee record or update fields in an existing employee record. If the entered employee ID already exists, the appropriate record gets updated. If the entered ID does not exist, a new employee record is added. D - To delete an employee record.
2	Employee ID	1-999,999,999	Numeric	Yes	The employee ID.
3	Employee First Name	1-16 characters	Text	Optional	The employee’s first name.
4	Employee Last Name	1-16 characters	Numeric	Optional	The employee’s last name.
5	Employee POS Name	1-16 characters	Numeric	Optional	The employee’s POS name.
6	Password	0-9999	Numeric	Optional	The password to log on to the terminal.
7	Passcode	0-9999	Numeric	Optional	The passcode to log on to IG Kiosk.
8	Card Number	1-32	Numeric/Text	Optional	The employee card number.
9	Supervisor Employee ID	1-999,999,999	Numeric	Optional	The employee ID of the supervisor.
10	Product ID	1-999,999	Numeric	Optional	The product ID.
11	Default for Order API	0 or 1	Numeric	Optional	0 - The employee is not considered the default employee for requests made from IG OnDemand 3.x to IG POS API. 1 - The employee is considered the default employee for requests made from IG OnDemand 3.x to IG POS API.
12	Scheduled	0 or 1	Numeric	Optional	0 - The employee is not recognized as a part of external scheduling system. 1 - The employee is recognized as a part of external scheduling system and are synced to InfoGenesis. For example, 7Shift Integration.
13	Job Codes	Job Code ID: 1-255 Offline Default: 0 or 1 Add Date: YYYYMMDD Estimated Labor Rate: ($9999999.99) - $9999999.99 Manager Approval: 0 or 1 Assignment ID: 1-20	Numeric/Text	Optional	Array indicating job code in the following format: {job code,offline default,add date, estimated labor rate, manger’s approval,assignment ID} Multiple values can be entered as comma-separated values. Example: {U,58,1,20240715,0.00,0,""}
14	Street 1	0-50 characters	Text	Optional	The employee’s address line 1.
15	Street 2	0-50 characters	Text	Optional	The employee’s address line 2.
16	City	0-50 characters	Text	Optional	The employee’s city.
17	State	0-50 characters	Text	Optional	The employee’s state.
18	Postal Code	0-16	Numeric	Optional	The employee’s postal code.
19	Country/Region	0-50 characters	Text	Optional	The employee’s country.
20	Home Telephone Number	0-16	Numeric	Optional	The employee’s home telephone number.
21	Contact Telephone Number	0-16	Numeric	Optional	The employee’s contact telephone number.
22	Birth Date	Date in the following format: YYYYMMDD	Date	Optional	The employee’s birth date.
23	Hire Date	Date in the following format: YYYYMMDD	Date	Optional	The employee’s hire date.
24	Termination Date	Date in the following format: YYYYMMDD	Date	Optional	The employee’s termination date.
25	Last Review Date	Date in the following format: YYYYMMDD	Date	Optional	The employee’s last review date.
26	Next Review Date	Date in the following format: YYYYMMDD	Date	Optional	The employee’s next review date.
27	Email	0-50 characters	Text	Optional	The employee’s email ID.
28	Other	0-11 characters	Text	Optional	The employee’s other information.
29	Secondary ID	1-999,999,999	Numeric	Optional	The employee’s secondary ID.
30	Terminal Default Language	Language ISO Code: 5 characters	Text	Optional	The default terminal language.
31	Keypad Location	0 or 1	Numeric	Optional	0 - Right-side of the terminal. 1 - Left side of the terminal.
32	Translation	Language ISO Code: 5 characters Employee First Name: 1-16 characters Employee Last Name: 1-16 characters Employee POS Name: 1-16 characters	Text	Optional	Array indicating translations for the employee record in the following format: {“language ISO code”, “employee first name”,“ employee last name”,“ employee POS name”} Multiple values can be entered as comma-separated values. Example: {“fr-fr”,“Chris”,“Adams”,“ChrisA”}

In arrays, double quotes (“ ”) are used only for character (string) values and numeric values are not enclosed with double quotes.

Important Points

To update a specific field for the employee record, users can enter the value against the appropriate field in the .csv file and perform an import. The existing values of other fields are retained.
The action type, D, must be used within arrays to remove the mapping of those values in an appropriate record. For example, to remove the job code associated with an employee record, the value in the Job Code field must be modified as {D,58,1,20240715,0.00,0,""}.

Sample Employee Import