Overview

This guide covers How to Upload Your Menu in Chively using a consistent, support-friendly workflow.

Before you begin

  • Confirm you can access the Chively Management Page or POS as needed.
  • Make sure your account has permission to change these settings.
  • Keep a test order, test payment, or test user available for validation.

Steps

  1. On the start-up interface, select Add item manually.
  2. Click Add.
  3. For detailed item setup, use the relevant guides for adding dishes and combos.
  4. To import from Excel, in the Menu section on the start-up interface, select Import from Excel file.

Screenshot Placeholder

insert screenshot of import from Excel file highlighted on Getting Started interface

  1. Download the Excel menu file and, if needed, download an Excel template file.
  2. Copy the restaurant menu list into the downloaded Excel template.
  3. Save and close the Excel file.
  4. In the Menu Declaration section on the start-up interface, select Import from Excel.
  5. Upload the Excel file to Chively.
  6. If the Excel file includes an item code that already exists, choose one option:
  • Update to replace the existing item data with the Excel file values.
  • Skip to keep the existing item data and ignore that Excel row.
  1. Click Continue and review how many valid and invalid items were detected.
  2. Click Execute to import items into the system.
  3. Click Close after the import confirmation appears.

[!NOTE] Add screenshots for each major step before publishing.

Verification

  • Confirm the change is visible in the expected Chively screen.
  • Run a quick real-world test to ensure behavior is correct.
  • If results are unexpected, double-check permissions and device/network status.

Need help?

Contact Chively Support at +1 (800) 439-8229 or support@chively.com.