This article is part of the FTP Site documentation. Click here for more information on the FTP Site
Restaurant365 provides each Customer with a Hosted FTP Site for file imports. AP/AR Invoices and Credit Memos can be automatically imported (if in an integrated format) into R365. Additionally, other files (.docx, .txt, .pdf etc.) can be imported in to the 'Documents to Process' screen for later processing. Click here for information on Importing Files via FTP, Supported File Types, and Documents to Process. Transactions are imported as 'Unapproved'.
Before you can utilize the FTP Site, follow the following steps:
Step 1: AP Imports FTP Site Creation
If you do not already have your R365 FTP site setup, you must request the creation of your specific R365 FTP Site as well as your FTP Credentials to begin. AR Imports FTP Site will be auto-generated for you. To request your AP Imports FTP Site, please contact R365 Support and provide your Restaurant365 URL.
- Once the site is setup, follow the instructions below to connect your computer to the FTP site
- Provide the FTP site credentials to your Food & Beverage Vendors that have dedicated invoice integrations with Restaurant365
- All files that are placed in the folder (from you or your vendors) will be automatically imported in to Restaurant365
Step 2: Connect Your Computer to the Site
There are various ways that you can connect to an FTP Site. We will outline the steps to use Windows Explorer (for Windows 7/10) and CyberDuck for Mac. You can also choose to use your own FTP Client Application for accessing and uploading files to the R365 FTP Site
Steps for Windows 7/10 PC
- Open a Windows Explorer folder, right click This PC in the left hand pane, and click Add Network Location
2. In the window that pops up click Next and then click "Choose a custom network location"
3. Type ftp://connect.restaurant365.net and click Next
4. Uncheck the box for "Log on anonymously" and type in your ftp user name provided by Restaurant365 when they setup your FTP site and then click Next
5. Type the name R365 FTP to help you recognize this folder in the future and then click Next and Finish and it will create the new FTP folder in your windows explorer window
Steps for Mac
Mac doesn't have a similar built in FTP client like Windows does, so you'll need to download a 3rd party FTP tool from the App store.
- Under Apple - System Preferences - Network - Advanced - Proxies Tab, uncheck the option for: Use Passive FTP Mode (PASV) and then click OK
- Next, download your preferred FTP client from the App store such as cyberduck (you could go to this link https://cyberduck.io and click to download from the app store from there)
- Once in your preferred FTP client for Mac, enter the following info (cyberduck shown below for reference):
- FTP address of ftp://connect.restaurant365.net
- Enter the R365 FTP username and password provided by Restaurant365 when they setup your FTP site
- The last step is to change the Connect Mode to 'Active (PORT)'. In cyberduck this is accomplished by selecting 'More Options' and making the selection to 'Active (PORT)'
Once these steps have been followed you can proceed to import transactions and files in to your FTP Site. If your Vendors have the ability to push invoices directly in to R365, you can provide your FTP Credentials to them for automatic invoice imports.