What can come over from SpotOn
Every restaurant is different, so treat this as a planning map, not a promise. Where a row says “Confirm with your rep,” we could not verify it on a primary Shift4 source.
| What | How it usually moves | Notes |
|---|---|---|
| Menu items and prices | Export, then import | Export from the old system, review it, and load it through Shift4 menu programming. Expect a review pass. |
| Modifiers (add-ons and choices) | Export, then import | Export from the old system, review it, and load it through Shift4 menu programming. Expect a review pass. |
| Employees, jobs, and permissions | Rebuild by hand | Jobs, pay rates, and permissions are entered from your records. PINs move through a secure method. Nobody gets broader access than you approve. |
| Customer records | Confirm with your rep | Customer data moves only with your consent and a scope you approve. Ask your rep what can be loaded. |
| Gift card balances | Confirm with your rep | Balances are money you still owe customers. Export the balance report and ask your rep whether and how they carry over. |
| Loyalty points | Confirm with your rep | Points programs rarely map one for one. Decide how existing points are honored and confirm what can move. |
| Reporting history | Export and keep a copy | Past sales and tax reports stay with the old system. Export the ones you need for taxes and audits. |
Menu items and prices
Export, then import
Export from the old system, review it, and load it through Shift4 menu programming. Expect a review pass.
Modifiers (add-ons and choices)
Export, then import
Export from the old system, review it, and load it through Shift4 menu programming. Expect a review pass.
Employees, jobs, and permissions
Rebuild by hand
Jobs, pay rates, and permissions are entered from your records. PINs move through a secure method. Nobody gets broader access than you approve.
Customer records
Confirm with your rep
Customer data moves only with your consent and a scope you approve. Ask your rep what can be loaded.
Gift card balances
Confirm with your rep
Balances are money you still owe customers. Export the balance report and ask your rep whether and how they carry over.
Loyalty points
Confirm with your rep
Points programs rarely map one for one. Decide how existing points are honored and confirm what can move.
Reporting history
Export and keep a copy
Past sales and tax reports stay with the old system. Export the ones you need for taxes and audits.
What to gather before you switch
- Your contract end date and any early termination fee in the current agreement
- A recent processing statement (the monthly bill from your card processor)
- Who owns the hardware: bought outright, leased, or financed, and what happens to it if you leave
- Every integration in use: accounting, payroll, reservations, delivery apps, and loyalty
- Your online ordering setup and the web addresses customers use today
- Gift card liability: the total balance customers still hold, and how it is tracked
- Which SpotOn products you use beyond the register: loyalty, reservations, marketing, online ordering
- Any hardware return instructions in your service agreement
Typical timeline from SpotOn (planning estimate, varies by setup)
Step 1. Gather your records: About 1 week
Exports, screenshots, statements, and contract dates. Varies with how organized they are.
Step 2. Map and approve: 1 to 2 weeks
Match old settings to the new system and approve taxes, pay rates, permissions, and prices. Varies with menu size.
Step 3. Configure and test: 1 to 2 weeks
Shift4 programs the system, then you run test tickets, payments, printers, and reports. Varies with Shift4 scheduling and hardware delivery.
Step 4. Parallel run: A few days to 1 week
Run slower shifts on the new system while the old one stays available. Varies.
Step 5. Cutover day: 1 day
Pick a slow day, freeze changes in the old system, and switch. Plan for hiccups.
Step 6. First weeks live: 2 to 4 weeks
Watch reports, tips, and payouts against the old system and fix gaps. Varies.
Contract timing often sets the real start date. Build the plan backward from your agreement end date.
These ranges are Norvet planning estimates, not Shift4 commitments. Your timeline depends on Shift4 scheduling, hardware delivery, your menu size, and how quickly decisions get made.
Risks and how to reduce them
Something does not work on the first busy night
Run a parallel period on slow shifts, keep the old system available until the new one is accepted, and write down who to call.
Cutover day goes badly
Pick a slow day, freeze menu changes the day before, and have the old system export ready as a fallback.
Staff are not ready
Train the people who use the register on their real jobs, such as server, bartender, and manager, before the cutover date.
Gift card and card-on-file balances get stranded
Get the balance reports first, decide how each balance is honored, and confirm with Shift4 what can move before you cancel anything.
Specific to this switch
Reservation and loyalty history may not come with you. Decide what you need to keep before the account closes.
Who this switch tends to suit, and who it does not
Business types that often fit: Full service, Counter service, Bar, Multi-unit. This is a starting point, not a verdict. A statement review tells you more.
Often a good fit
- Restaurants whose SpotOn agreement is ending and who want to compare the whole stack: software, payments, hardware, and support.
- Owners who use only the register and payments from SpotOn and want a simpler setup.
- Full-service restaurants that can plan a cutover around a slow week.
Probably not a fit if
- Reservations or loyalty from SpotOn are central to how you run, and you have no tested replacement.
- Hardware return or contract terms make switching now costly.
- Your current cost and workflow already work for you.
What needs to be compared before you leave SpotOn
A POS switch is a business-process migration. The safe sequence is source capture, field mapping, owner approval, target configuration, testing, cutover, and acceptance. Do not cancel the source system until the records and workflows you need have been accounted for.
- Menu, modifiers, taxes, discounts, and restaurant reporting
- SpotOn loyalty / marketing and customer workflows
- Reservations, online ordering, delivery, and employee-management tools
- Hardware ownership / return obligations
- Contract term, renewal, and termination requirements
Export this before canceling SpotOn
- Menu and item records
- Customer data permitted for export
- Employee records
- Sales, tax, and settlement reports
- Contract and hardware documents
- Loyalty / gift / reservation records needed for transition planning
Watch-outs
Do not assume loyalty or reservation history transfers automatically.
Hardware supplied under a service agreement may have return obligations.
Contract timing can be as important as feature fit.
Every third-party integration should be checked individually.
Conversion-path note
Norvet treats SpotOn-to-SkyTab as verification-first. Automated conversion is not promised until Shift4 confirms the merchant-specific path.
Questions owners ask about leaving SpotOn
Can I export my SpotOn menu for SkyTab?
Menu data can often be exported, then loaded through Shift4 menu programming after review. Ask your rep whether your file can be read directly.
Will my SpotOn reservations and loyalty history move?
Do not assume so. Export what you can, and decide with Shift4 how existing points and upcoming reservations are handled.
Do I have to return SpotOn hardware?
It depends on your agreement. Read the hardware section and ask SpotOn before you cancel.
Is there a trial period if I switch to SkyTab?
Trial periods and agreement lengths can vary by offer and by partner. Ask your rep to confirm the trial period and the agreement length in writing before you sign, and ask what it costs to leave early.
Who does what
Norvet is a Trident Merchant Solutions partner. Trident partners with Shift4 (the parent company of SkyTab). Shift4 provides SkyTab and the card processing, and Shift4 programs and installs the system. Norvet helps gather and check your information and coordinates with the partner team.
Also useful: the restaurant processing cost calculator and the POS lock-in test.
Sources
- Norvet POS Migration Extraction Playbook, reviewed 2026-09-13 (Shift4 onboarding form conversion sources)
- Norvet research on Shift4 Dine, 2026-10-07 (pages on shift4.com were not machine-readable that day, so unconfirmed items are marked)
Last reviewed 2026-10-11.