docs(admin): update guide for Excel import and hamburger sidebar

- Replace Cantaloupe Sync section with Excel Import section
- Update troubleshooting tips for import (not sync)
- Mention hamburger menu in mobile description
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2026-05-22 16:08:32 -04:00
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# Canteen Admin Panel — User Guide # Canteen Admin Panel — User Guide
> Administrative interface for managing customers, locations, users, geofences, settings, and Cantaloupe data sync. Designed for desktop but mobile-responsive (screenshots from Pixel 9a). > Administrative interface for managing customers, locations, users, geofences, settings, and Excel data imports. Designed for desktop but mobile-responsive with a hamburger menu on phones (screenshots from Pixel 9a).
## Table of Contents ## Table of Contents
@@ -125,21 +125,19 @@ Manage these lookup tables:
--- ---
## 7. Cantaloupe Data Sync ## 7. Excel Import
Navigate to **🔄 Sync** in the sidebar. Navigate to **📥 Import** in the sidebar.
![Cantaloupe Sync](images/p9a_admin_sync.png) The Import page lets you upload asset data from Excel files (Cantaloupe exports or other structured spreadsheets).
The Cantaloupe Sync page lets you import asset data from the Cantaloupe vending management system.
### How it Works ### How it Works
1. **Sync Now** button — Downloads the latest Excel export from Cantaloupe and creates a pending import batch 1. Click **📤 Upload Excel** and select your `.xlsx` or `.xls` file
2. **Upload Excel File** — Manually upload a Cantaloupe Excel export file 2. The system parses the file, maps columns, and creates a **pending import batch**
3. **Review Changes** — Each batch shows new, changed, and removed assets with field-level diffs 3. **Review Changes** — Each batch shows new, changed, and removed assets with field-level diffs
4. **Approve** — Apply the changes to live data 4. **Approve** — Apply the changes to live data
5. **Reject** — Discard the batch 5. **Reject** — Discard the batch if the data looks wrong
### Import History ### Import History
@@ -171,12 +169,12 @@ Available at the bottom of the sidebar:
## 9. Tips & Troubleshooting ## 9. Tips & Troubleshooting
### Cantaloupe Sync Fails ### Import Fails
1. Check the credentials in the Cantaloupe downloader config 1. Make sure your Excel file has a header row and at least one data row
2. The server must have network access to mycantaloupe.com 2. The system maps columns by keyword matching — check that column headers contain recognizable terms like "Asset ID", "Name", etc.
3. Check the error message in the sync batch detail view 3. Check the error message displayed after upload
4. Try the **Upload Excel File** option as a fallback 4. Try exporting from Cantaloupe to Excel first, then upload the file manually
### Admin Panel Not Loading ### Admin Panel Not Loading