Guide: Tenzo Data Importer (Excel: Inventory)

How do core concepts map to Tenzo?

Key: ✅ Supported   🚸 Work in Progress   ❌ Not supported

Location	✅ Location
Vendor	✅ Vendor
Category	✅ Item Category
Item	✅ Item
Purchases	✅ Amount
Actual Usage	✅ Amount (on separate tab)
Theoretical Usage	✅ Amount (on separate tab)
Wastage	✅ Amount (on separate tab)
Menu Item Costs	✅ Cost (on separate tab)

Data Ingestion

How do I connect this data to Tenzo?

An Excel workbook stored in OneDrive or SharePoint can be connected directly inside of the Tenzo app. In Excel, click Share, copy the link, and paste it into Tenzo when setting up the datasource.

Your workbook should be an Excel version of this template — the tab names and column headers need to match.

If you have an Enterprise account, you can talk to your Customer Success Manager and they will connect this for you.

How do I populate the template?

You can delete the columns that are not relevant for what you are uploading and just leave the ones you will be filling.

Format the Date column as a date, or as text in YYYY-MM-DD form (e.g. 2024-08-01). A Date column formatted as plain text in a regional format such as 01/08/2024 is rejected, because 01/08 is ambiguous between day-first and month-first.

Formulas are fine — Tenzo reads the calculated value, not the formula. Save the workbook after editing so the calculated values are stored.

How do I compare data to data in Tenzo?

Open the workbook and compare the daily total by line.

You will then be able to see the same number by selecting one day within Tenzo’s “Inventory by Location” view and select on the drop-down on the right “Purchases” or “Actual Usage”.

Purchases

Actual Usage

Exceptions

The workbook must live in OneDrive or SharePoint. A file kept only on a local drive cannot be reached by Tenzo.