🧩 Setting Up the Restaurant 365 Integration in NX
The Restaurant 365 (R365) Integration allows NX to automatically upload your venue’s sales data to Restaurant 365 each day during the End of Day process. This seamless connection helps your accounting and back-office systems stay synchronized without manual exports or uploads.
1. Getting Started
To create a new integration for Restaurant 365, follow these steps:
- Navigate to Venue → Integrations
- Click New to begin setting up your Restaurant 365 integration.
- Select the Integration Partner In the Integration Partner dropdown, choose: Restaurant 365
2. Configuration Fields
Once you’ve selected Restaurant 365, the configuration fields will appear.
| Field | Description | Required |
|---|---|---|
| Location ID | The Location ID provided by Restaurant 365 for your venue. This uniquely identifies your restaurant in R365. | ✅ Yes |
| Primary SFTP Server | The SFTP address that NX will use to upload data. Only populate this if provided by Restaurant 365 or NX Support. | ⚙️ Optional |
| Upload Directory | The specific directory path on the SFTP server where NX should upload data. Leave blank for default, unless otherwise instructed by Restaurant 365 or NX Support. | ⚙️ Optional |
Once these fields are completed, click Save.
📤 How Data Uploads Work
After setup, NX will automatically handle the upload process for you.
During the End of Day process, NX compiles the venue’s sales and financial data for the day. NX then securely uploads this data to the Restaurant 365 SFTP location. The uploaded data is then imported into Restaurant 365’s back-office platform for reconciliation and reporting.
⏰ This process happens automatically each day when NX completes the End of Day event—no manual action required.
🧠 Best Practices
- Confirm your Location ID with your Restaurant 365 representative before entering it into NX.
- Leave Primary SFTP Server and Upload Directory blank unless you’ve been given explicit instructions by Restaurant 365 or NX Support.
- Verify after the first successful End of Day that your data is appearing correctly in R365.
- If the integration ever stops uploading, check your connection settings or reach out to NX Support for assistance.
🧩 Example Configuration
| Setting | Example Value |
|---|---|
| Integration Partner | Restaurant 365 |
| Location ID | 8 |
| Primary SFTP Server | sftp.restaurant365.io |
| Upload Directory | (leave blank) |
🆘 Troubleshooting
If you experience issues with your Restaurant 365 integration:
- Verify the Location ID is correct.
- Ensure NX successfully completed its End of Day process.
- Check that the SFTP server credentials and directory path (if used) are valid.
- If problems persist, contact NX Support for review and validation of your configuration.
✅ Summary
- Setup is simple: just provide your Location ID from Restaurant 365.
- NX automatically uploads data during the End of Day each night.
- SFTP fields are optional and only required when specifically provided.
- Once configured, your R365 integration runs automatically—no manual steps needed.