Overview
Learn how to update several units at once using a downloadable template. Instead of editing each unit by hand, you export a template that already contains every unit at the facility, change the details you need, and import the file to apply all the updates together.
Step 1: Download the Unit Template
On the facility's List of All Units page, download the CSV Units Update template, which you will populate with the units data.
Navigate to the facility whose units you want to update.
Click Units in the sidebar menu. The List of All Units page opens.
Navigate to the Export Data or Templates button and click it.
Select Units Update 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 Update option highlighted
Step 2: Fill In the Template
Open the downloaded Units Update template and edit the unit fields. You can change existing values, add new entries, or clear values you no longer need.
Open the downloaded template in your spreadsheet application.
Edit the unit fields with the values you want to apply across the facility.
ℹ️ Info: The fields in the Units Update template are the same as those in the Units Create template. The difference is that the Units Update template arrives pre-filled with the current information for every existing unit at the facility, so you edit live data rather than starting from a blank sheet.
Step 3: Import the Completed File
Upload your completed template back into QuikStor to start the unit update import. The platform then shows the imported data on screen.
Return to the List of All Units page.
Navigate to the Import Data button.
Select Units Update from the drop-down menu.
List of All Units page with the Import Data button and Units Update option highlighted
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
Click the Upload File button.
Import Data modal with the Upload File button highlighted
ℹ️ Info: The Import Data modal contains the 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 on screen and confirm the changes before they are applied. Approving the import applies the changes to every affected unit at the facility.
Confirm that all the information in the on-screen table is present and correct. Edit any value if a correction is needed.
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
Select Approve Import in the approval modal. The message “Units updated successfully” appears, confirming the units are created.
Approve Units Import modal with the Approve Import button highlighted