Overview
The article explains how to assign existing recurring fees to multiple units at once using a downloadable template. Mark which recurring fees apply to each unit in a spreadsheet, then import the file back into the platform. The recurring fees must already exist at the Corporate level and be assigned to the facility before you start.
Prerequisites
Before you begin, confirm the following are in place:
A fee with the occurrence type set to Recurring exists at the Corporate level. The fee can be fixed, marginal, or percentage. The occurrence type matters here, because only fees with the said type will appear in the downloaded template.
The recurring fee is assigned to the facility that contains the units you want to assign it to.
Your role has the Unit > Assign Fees permission enabled under facility permissions at the Corporate level.
Step 1: Download the Unit Recurring Fees Template
On the facility's List of All Units page, download the CSV Unit Recurring Fees template which you will populate.
Navigate to the facility that contains the units you want to assign fees to.
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 Unit Recurring Fees from the drop-down menu. The template downloads to your device.
List of All Units page with the Export Data or Templates button and Unit Recurring Fees option highlighted
Step 2: Fill In the Template
Open the downloaded template and mark which recurring fees apply to each unit.
Open the downloaded template in your spreadsheet application.
Enter the assignment value for each fee column per unit. The cells accept yes/no or true/false to indicate whether the fee applies.
Save the file in CSV format.
ℹ️ Info: Only yes or true marks a fee as applied. An empty cell counts as no or false, so you only need to mark the cells where the fee applies. You do not need to enter no or false for fees that do not apply.
Step 3: Import the Completed File
Upload your completed template back into QuikStor to start the unit import.
Return to the List of All Units page.
Navigate to the Import Data button.
Select Unit Recurring Fees from the drop-down menu.
List of All Units page with the Import Data button and Unit Recurring Fees 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 section "Need a CSV template? Download template to get started." and a Download button. Clicking the download button is another way to download the Unit Recurring Fees 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.
Review the on-screen table and confirm every unit has the correct fees assigned. Edit any value if a correction is needed.
Click the Upload CSV button when the data is correct.
On-screen table where fees are assigned to certain units and with the Upload CSV button highlighted
Select Approve Import in the approval modal. The message “Unit Recurring Fees assigned successfully.” appears, confirming the fees are assigned.
Approve Unit Recurring Fees Import modal with the Approve Import button highlighted