This article reviews the steps to create an export batch to send accounting information to R365 via FTP.
- About Radar to R365 Accounting Exports
- Setting up an Export Batch to the R365 FTP Site
About Radar to R365 Accounting Exports
When Radar to R365 Accounting is enabled, the following exports are available in the Exports module:
- Restaurant365 - AP Export
- Restaurant365 - GL Sales Export
- Restaurant365 - Inventory Adjustment Export
- Restaurant365 - Vendor Upload Template Export
These exports can be imported to R365 in three ways:
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 here.
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:
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 here.
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:
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 below.
About Radar Export Batches Sent to the R365 FTP Site
Radar export batches are used to automate the process of importing data to R365. Each export file that is automatically uploaded to the R365 FTP site will be automatically imported without requiring user input.
The frequency and run time of the export batch is configured in the export batch settings. Since only posted data is exported, these settings should be configured for a day and time after the desired data is typically posted. Frequently, the frequency is set to once a week on the desired day of the week. Export files will begin generation on the selected run time and will be uploaded to the R365 FTP site once complete.
The date range included in the export is configured as the 'Run Period' when exports are added to the batch. All posted data from the run period that was not previously exported will be included in the export files. Frequently, the run period is set to 'Last 7 days'.
Setting up an Export Batch to the R365 FTP Site
Follow these steps to set up an export batch containing the R365 accounting exports and configure it to be sent to the R365 FTP site:
Click images to enlarge
|Contact R365 Support to obtain your R365 FTP credentials if you do not already have them.
R365 Support will supply the following information:
|Navigate to the Radar Report and Export Batch page.
Company Configuration --> Report and Export Batches
|Click '+ New Batch'.
|Name the batch.
|Select a Frequency.
|Enter a Run Time.
|Enter an Abort Time.
|Check 'Is Export Batch'.
Learn more about creating export batches here.
|Click the green arrow icon to edit the export batch.
|Assign an email recipient. (Optional)
Best Practice: It is recommended to assign an email recipient who will receive a copy of the exports when the batch runs. This acts as a confirmation that the exports were successfully produced and uploaded to the FTP site.
|Enter the FTP information provided by R365 Support:
|Click 'Save FTP'.
|Navigate to the Exports module, then select the desired export.
|Click the plus icon next to the export's name.
|In the Step 4 settings, select the desired export batch.
|In the Step 4 settings, select the desired Run Period.
|In the Step 4 settings, click Save.
Learn more about adding exports to export batches here.