Guide: Tenzo Data Importer (Excel: POS - Point Of Sale)

How do core concepts map to Tenzo?

Key: ✅ Supported   🚸 Work in Progress   ❌ Not supported

Location	✅ Location
Order Type	✅ Order Type
Revenue Center	✅ Revenue Center
Product Item	✅ Product Item
Product Category	✅ Product Category
Product Division	✅ Product Division
Net Amount	✅ Unit Net Sales
Gross Amount	✅ Unit Gross Sales
Tender Type	❌ Not supported
Employee	✅ Employee Name
Customer	❌ Not supported
Discount Name	✅ Discount Name
TicketItemDiscounts	✅ Discount Amount
TicketDiscounts	✅ Discount Amount
Guest Count	✅ Guests
Transaction length	❌ Not supported
Time of Transaction	✅ Time
Delivery Timings	❌ Not supported
KDS Bump Time	❌ Not supported
Ticket Voids	❌ Not supported
Ticket Item Voids	❌ Not supported
Table	❌ Not supported
Service Charge	✅ Service Charge
Tips	❌ Not supported

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 (e.g. revenue center, order type, etc.) and just leave the ones you will be filling.

Formatting:

1. Date Format:
   • Format the Date column as a date, or as text in YYYY-MM-DD form (e.g. 2024-08-01, 2024-12-30).
   • 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.
   • Include leading zeros: 01, 02, etc.
2. Commas:
   • Avoid commas: in all fields (Location, Date, Numbers)
   • Reason: Commas can disrupt data loading, causing errors and delays.
3. Location Names:
   • Keep consistent: Use the same names for locations across all tabs.
   • Manual mapping: Changes to location names require manual updates.
   • Notify in advance: If you plan to change location names/codes etc., please let us know ahead of time to minimise delays.
4. Formulas:
   • Formulas are fine — Tenzo reads the calculated value, not the formula.
   • Save the workbook after editing so the calculated values are stored.

Example of Date Format:

How do I compare workbook data to data in Tenzo?

Open the workbook and compare the daily total by line making sure to select in Tenzo the right settings (ie. Net Amount in the workbook will appear in Tenzo with NO filters selected and Gross Amount in the workbook will appear in Tenzo with “Include tax” filters selected).

Net Amount

Gross Amount

You will then be able to see the same number by selecting one day within Tenzo’s “Sales by Location” view.

Exceptions

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