In APEX, you can use the import of units to create or update several units at the same time.
This is a guide for developers and entrepreneurs using APEX.
To import units, you must have a spreadsheet with information about the units. If you do not already have a file, you can download the file at the bottom of the article here. The project must be created before you start with the housing import. See how to create a project here.
NOTE! Only case managers on the project, or administrators in the company, have the opportunity to import units.
Content
Follow these steps to import the spreadsheet file:
Before you import, you can check that you have filled it in correctly. See explanation for the various fields in the file here, or see explanation in the example file at the bottom.
- Click the menu on the top left.
- Click on "Projects".
- Select the project you are going to import customers into.
- If you don't have a project yet, read more about creating a project here.
- Click the circle button at the bottom right, inside the project.
- Select "Import Units".
- Select the project you want to import homes into by searching in the Project field.
Click "Export units" for a file template, or to export the units you have in your project. It may be to add more units, or to update existing units.
- Drag the file to "Click or drop here to upload" or click "Click or drop here to upload" to upload the file. You can use .CSV or .xlsx file
- Select separator "," or ";". Which means which character separates your columns. If you have selected the wrong separator, you will see that the number of columns is 1 in the preview.
- Choose which row is your header in your file. If, for example, you have 2 rows at the top of your document containing project names etc., select 2 rows in the field "How many rows should be ignored from the top?".
- Check "First row is headers"
- Under Preview the number of units (rows) and the number of fields (columns) will be listed. If it shows only 1 column, it is an indicator that you have chosen the wrong separator.
- If the preview shows too many rows (not a problem if you use a .CSV file), do the following:
- Associate "Unit number" in the box for "Column associations"
- Check "Ignore rows that does not have Unit number or ID"
- Then the preview shows the correct number of rows, and you can go to the next step. NOTE! Housing number must be associated again if you have used "Ignore rows that does not have Unit number or ID".
- Make all associations between columns in the file and fields in APEX. If you have used an example file from APEX, they will have the same name. You do not need to associate all the fields, but only the fields you want to import or update. You MUST associate your apartment number or ID to be able to link any other fields.
ID number is an ID that is given to a unit when it is created in APEX. You can therefore use the ID if you have taken an export of a project that already exists in APEX. You can use housing number instead mostly in the import, except if you want to update the housing number/name of the units in the list.
- Click
to see the units which is created or changed. - If everything looks OK, press
to create or update your units.
- Let the system finish the import until you get a box at the bottom right with "All units saved".
Note: To update your units with new information, "apartment number." or "ID" must be matched with existing units.
If you do not have all the data about the units available when you import for the first time, you can use the import several times to update the project. For example right before the takeover when all meter numbers for electricity are available.
TIP: Import addresses and meter numbers for all relevant meters and meter point ID before handing over the units. This saves you a lot of time on the actual handover!
Sample file for download:
Note that the help line with a gray background explains what format the data in the various fields should be. Remember to delete the help row before importing.