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Import Unit Security Deposits Using CSV Template

Learn how to use the Import Unit Security Deposits CSV template to assign security deposits to multiple units at once at a facility level.

Security deposits are created at the Corporate level and assigned to a facility. A facility can have more than one Security Deposit assigned to it, but each unit can be assigned only one Security Deposit at a time.

This article explains how to assign Security Deposits to units in bulk by downloading a CSV template, filling in values, and importing the file back into QuikStor.

Prerequisites

  • A facility has at least one unit created.

  • Security deposit, or deposits, are created at the Corporate level and assigned to a facility.

Step 1: Select a Facility

Start by selecting a facility where you want to assign security deposits.

  1. In the Facility Switcher at the top of the screen, select a facility.

  2. In the left sidebar, click Units to open the List of All Units page.

Step 2: Download the Unit Security Deposits Template

Download the Unit Security Deposits template from the List of All Units page. The template is pre-filled with units that belong to the selected facility.

  1. In the upper-right corner of the List of All Units page, click the templates icon (down arrow).

  2. Under Export Templates, click Unit Security Deposits. The system downloads a CSV template to your computer.

  3. Open the CSV file.

💡Tip: The template does not show which units already have a Security Deposit assigned. To view current assignments, use Export Data → Unit Security Deposits instead.

Step 3: Fill In the Unit Security Deposits Template

The template contains four columns: UnitNumber, Category, UnitGroup, and SecurityDeposit. The first three columns come pre-filled by the system and should not be changed.

See how to fill in security deposits in the steps below:

  1. In the Security Deposit column, enter the name of the Security Deposit you want to assign to each unit. Pick from the security deposits available at the facility.

  2. Save the file when you are done.

ℹ️ Info: Enter the name of the Security Deposit, not an amount.

Step 4: Import the CSV File

Once the CSV file is ready, return to the List of All Units page to upload it to QuikStor.

  1. In the upper-right corner, click the import icon (up arrow).

  2. From the dropdown, click Unit Security Deposits.

  3. In the Import Data window, click Browse and select your completed CSV file. You can also drag and drop the file into the upload area.

  4. Click Upload File.

Step 5: Review and Approve the Import

Use the preview page to confirm and adjust the values before completing the import.

  1. Select a Security Deposit from the dropdown for any row where the value is empty or needs to change.

  2. To remove a row from the import, click the minus (−) icon at the end of the row.

  3. To add a new row, click Add Row at the bottom of the table.

  4. Click Upload CSV in the lower-right corner to save the changes.

  5. Click Approve Import to save the changes.

ℹ️ Info: You do not need to enter a Security Deposit value for every row. Leave the cell blank for any unit you do not want to update.

Step 6: Verify the Security Deposit

After the import is complete, confirm the Security Deposit was assigned by opening the unit directly in QuikStor.

  1. In the Search Facility field, type the Unit Number of the unit you updated through the Security Deposits Template.

  2. Click the Unit Number in the dropdown.

  3. Confirm that the Security Deposit appears on the Unit Overview page.

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