Importing Menus

Import your menu from documents or Square POS

Importing Menus

Import your menu from documents or Square POS

Menus

Importing Menus

Already have your menu set up somewhere else? You can import it instead of starting from scratch.

AI Document Import

Upload your menu as a PDF, Word, Excel file, or photo and our AI will extract categories, items, prices, and modifiers automatically.

Single File Upload

  1. Go to Menus > Import
  2. Drag and drop your file or click to browse
  3. Wait for AI processing (30-60 seconds)
  4. Review and edit the extracted menu data
  5. Click Complete Import to create your menu

Multi-File Upload

Upload 2-5 documents at once for batch processing:

  1. Go to Menus > Import
  2. Select or drag multiple files (up to 5)
  3. Click Process Documents
  4. Watch the progress bar as each file is processed
  5. Choose your import mode on the preview page

Batch Processing

When you upload multiple files, they're processed in parallel. A progress bar shows how many files have been parsed. If some files fail, you can still proceed with the successful ones.

Import Modes

After batch processing completes, choose how to handle the files:

  • Import as Separate Menus — Each file becomes its own menu. Best when files represent different menus (lunch menu, dinner menu, drinks menu).
  • Merge into One Menu — All files are combined into a single menu with smart category merging.

Smart Merge

When merging multiple files into one menu:

  • Categories with the same name are combined into one
  • Items are deduplicated by name (within the same category)
  • Categories that only appear in one file are kept as-is
  • You can edit the merged result before importing

Partial Failures

If some files fail to parse:

  • A warning banner shows how many files failed
  • You can still import from the successfully parsed files
  • Failed files are excluded from both separate and merged modes
  • If all files fail, the batch is marked as failed

Supported Formats

  • PDF (.pdf) — Scanned or digital menus
  • Word (.doc, .docx) — Menu documents
  • Excel (.xls, .xlsx) — Menu spreadsheets
  • Images (.jpg, .jpeg, .png, .gif, .webp) — Photos of physical menus
  • Maximum file size: 32MB per file

Import from Square POS

If you use Square, you can pull in your entire catalog:

  1. Go to Integrations > Square
  2. Connect your Square account (if not already connected)
  3. Click Import Menu
  4. Choose which catalog items to import
  5. Review and confirm

[SCREENSHOT: Square integration - Import menu button]

Your Square items, categories, and prices will appear in Welcome. Images sync too if you have them in Square.

Tip: After importing, review everything. You may want to adjust descriptions or reorganize categories for your website.

What Gets Imported

From Square, we import:

  • Item names
  • Prices (including variable pricing)
  • Categories
  • Descriptions
  • Photos
  • Modifier groups

From documents, AI extracts:

  • Menu name
  • Categories and descriptions
  • Item names, descriptions, and prices
  • Modifiers and price adjustments
  • Dietary information

After Importing

Imported menus land as drafts. Before publishing:

  1. Review categories: Reorganize if needed for your website layout
  2. Check descriptions: Expand brief descriptions
  3. Add photos: If missing, add appetizing images
  4. Set visibility: Hide items you don't want on your website
  5. Publish: When ready, publish to your website

Keeping Menus in Sync

One-way Sync

After initial import, you can re-import anytime to pull updates from Square:

  • New items appear
  • Price changes update
  • Deleted items remain (you remove manually)

Manual Updates

Some restaurants prefer to manage Welcome menus independently after import. That's fine—just know that changes in Square won't automatically appear.

Import Tips

  • Start fresh: Import into a new menu, then merge or replace
  • Take your time: Review everything before publishing
  • Photos matter: Add images where they're missing
  • Descriptions sell: Enhance basic descriptions
  • Use batch import: Upload all your menu files at once to save time

Troubleshooting

Some items didn't import

Check that items are:

  • Active in your Square catalog
  • Assigned to a location you've connected
  • Not marked as "hidden" in Square

Prices look wrong

We import the default price. If you use location-specific pricing in Square, you may need to adjust.

Categories are messy

Square categories sometimes differ from website-friendly groupings. Feel free to reorganize after import.

AI parsing confidence is low

If confidence is below 60%:

  • Check that your document is readable (not a blurry scan)
  • Try re-uploading with a cleaner version
  • Review all extracted data carefully before importing

Common Questions

Can I import from systems other than Square?

Use the AI document import for any menu format. Upload a PDF, Word, or Excel file, or snap a photo of a physical menu.

Will importing overwrite my existing menu?

No—imports create new items. You control what to keep, merge, or delete.

How often should I re-import?

Whenever you make significant changes in Square. Or manage menus directly in Welcome for simpler control.

Can I merge files from different sources?

Yes. Upload multiple documents and choose "Merge into One Menu" to combine them.


Need help? Contact support.

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