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Create Multiple Units at Once

Save time by importing a completed template to add multiple units to a facility at once, instead of adding them one by one.

Overview

This article shows you how to create multiple units at a facility in QuikStor. Instead of adding units one at a time, you download a unit template, fill in the unit details, and import the completed template to create all units at once.

Step 1: Download the Unit Template

On the facility's List of All Units page, download the CSV Units template which you will populate with the units data.

  1. Navigate to the facility you want to create units for.

  2. Click Units in the sidebar menu. The List of All Units page opens.

  3. Navigate to the Export Data or Templates button and click it.

  4. Select Units from the Export Templates drop-down menu. The unit template downloads to your device.

    List of All Units page with the Export Data or Templates button and Units option highlighted

    List of All Units page with the Export Data or Templates button and Units option highlighted

Step 2: Fill In the Template

Open the downloaded template and enter the details for each unit you want to create.

  1. Open the template in your spreadsheet application.

  2. Enter the details for each unit, filling in one row per unit.

  3. Save the file.

ℹ️ Info: Seven fields are mandatory and must be filled in for every unit: Number, Unit Group, Category, Standard Rate, Active, Damaged, and Class. The Active and Damaged fields take a binary value - enter true or false (or yes or no). The Category and Class fields are case sensitive, so match the platform's capitalization exactly - for example, enter Storage, not storage.

Step 3: Import the Completed File

Upload your completed template back into QuikStor to start the unit import.

  1. Return to the List of All Units page.

  2. Navigate to the Import Data button.

  3. Select Units Create from the drop-down menu.

    List of All Units page with the Import Data button and Units Create option highlighted

    List of All Units page with the Import Data button and Units Create option highlighted

  4. The Import Data modal opens. Drop the completed CSV file into the import area.

    Import Data modal with Drop your CSV file here or browse option highlighted

    Import Data modal with Drop your CSV file here or browse option highlighted

  5. Click the Upload File button.

    Import Data modal with the Upload File button highlighted

    Import Data modal with the Upload File button highlighted

ℹ️ Info: The Import Data modal contains section "Need a CSV template? Download template to get started." and a Download button. Clicking the download button is another way to download the Units Template. You can do this if you want to skip Step 1 above.

Step 4: Review and Approve the Import

Review the uploaded data and confirm the changes before they are applied.

  1. Review the on-screen table and confirm every unit's details are present and correct. Edit any value if a correction is needed.

  2. Click the Upload CSV button when the data is correct.

    On-screen table where all column names with an asterisk are mandatory and with the Upload CSV button highlighted

    On-screen table where all column names with an asterisk are mandatory and with the Upload CSV button highlighted

  3. Select Approve Import in the approval modal. The message “Units created successfully.” appears, confirming the units are created.

    Approve Units Import modal with the Approve Import button highlighted

    Approve Units Import modal with the Approve Import button highlighted

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