Bulk updating data

Bulk update is applicable for the Following:

• Units
• Unit types
• Site
• Users

For example, follow the steps below to update data on the units/unit types page.

Step 1: Export the units as a CSV file

• Log in as a manager to Storeganise
• Go to the Units List Page / Unit type page
• Narrow down the list of units to the ones you want to update by using filters. In this example, the user is focused on updating the five-by-five units on the first floor.
• Click on the three dots menu and choose "Export"
• Control which data you want to include in the export by selecting or deselecting columns
• Make sure to include the Unit ID in the export
• Click "Export" and wait for the file to be ready
• Click "Download" to download the file to your computer

Step 2: Update the data in the CSV File

• Open the CSV file in a program that can handle CSV files (e.g. Numbers on Mac, Excel on Windows)
• Delete the rows that are not relevant to the update (e.g. the units on floor 2 in this example)
• Update the price, deposit, or any information for the units/unit types you want to update

• After making the changes, save the updated file:

  In Excel: Click on File > Save As > choose CSV (Comma delimited) (*.csv) from the dropdown menu.

  In Google Sheets: Click on File > Download > select Comma-separated values (.csv, current sheet).

Step 3: Import the updated CSV File into Storeganise

• Go back to Storeganise, to the Units / Unit types List page
• Click on the three dots menu
• Choose "Update Units / Unit types"
• Choose the updated CSV file
• Preview the update to make sure it's correct
• Click "OK" to update the units in Storeganise

Step 4: Confirm the update in Storeganise

• Check the Units /Unit types List Page to see if the prices and deposits have been updated
• Click on each unit to see a log of the update in Storeganise.