QReserve Academy
Bulk Importing
Resources can be bulk imported through CSV files to quickly setup or update your QReserve site.
Getting Started
To begin, click the Upload toolbar button from your Resources page in Administration. From here, you can download a CSV template to get started or, if you have already added resources to your site, you can use the Download toolbar button to access your existing resources in CSV format to update or append. Your CSV file supports a wide array of columns that are documented below.
Troubleshooting
When uploading data your CSV file will first be parsed by the QReserve platform for any initial problems. Once upload has begun, additional issues may arise for invalid or conflicting data values. These errors are typically returned to your upload window with information about the row and the column where the error occurs. If you encounter any issues with uploading your data please contact us.
Supported Columns
When uploading a CSV spreadsheet, resources without a Resource ID will be considered new resources and will be created. All columns are option except for Name and Resource ID is required when updating a resource. Supported properties are constantly being updated and thus this list may not contain all supported properties at a given time. If you are looking for a property not listed below, please contact us and we would be happy to provide further guidance.
Uploading Rates
Rates and rate management can be a complex task when each resource has several different rates and restrictions. Rates cannot be uploaded with resources but instead through a separate rate management utility found on the Rates page in the Resources menu item in Administration.
General Properties
| Column Name | Format | Description |
|---|---|---|
| Resource ID | Text | The QReserve assigned ID for existing resources. This column will be present when downloading your resources as a CSV export. |
| Reservable Type | Text | One of: reservable - can be reserved on a calendar reservablerequestable - can be requested outside of a calendar |
| Contact Email | The email address of the contact user. Must be a site members already. | |
| Secondary Contact Email | One or more comma separated emails for secondary contacts. Must be site members already. | |
| Active | Boolean | Either true or false. |
| Archived | Boolean | Either true or false. |
| Name | Text | REQUIRED The name of your resource and should always be included in your CSV import. |
| AltNames | Text | List of alternative names separated by commas. |
| Class | Text | One of: equipment, consumable, locations, person, service, solution, software, grant, artist, artwork, publication This class pre-sets some built in properties and must be one of these pre-set values. |
| Category | Text | The [display category](/docs/resource-management/categories) for the resource. |
| Tags | Text | A list of tags separated by commas. Tags must be setup in your site prior to using them in a CSV upload. |
| Groups | Text | A list of user groups separated by commas or | characters. User groups must be setup in your site prior to using them in a CSV upload. |
| Keywords | Text | A list of keywords separated by commas. |
| Status | Text | One of: operational, non-operational, needs minor repair, needs major repair, broken, to be disposed of, disposed of, transferred, sold, missing. |
| Status Detail | Text | Additional details about the status. |
| Disclaimer | Text | An important disclaimer about your resource. |
| Location | Text | Where your resource is located for internal private purposes. |
| Public Location | Text | Where your resource is located for external public purposes. |
| Description | Text | |
| Website | URL | |
| ImageURL | URL | A public facing URL of this resource's image that will be retrieved by the platform and added to the resource upon upload. |
| Manufacturer | Text | |
| Model | Text | |
| Units | Integer | The number of units available. |
| Units Name | Text | The name of your units (e.g. shelves, items, etc.). |
| Units Consumable | Boolean | Either true or false to have units deplete with use (cannot be changed after a resource is created). |
| Units Mode | Text | Either numbered (default) or named. |
| Serial Number | Text | |
| Barcode | Text | The text representation of a barcode. |
| Purchase Price | Number | The decimal number representing the purchase price. |
| Purchase Date | Date | Date in the format YYYY-MM-DD. |
| For Sale | Boolean | Either true or false. |
| Training | Text | A description of training required to access this resource. |
| SKU | Text | |
| Custom Property | Text | Any custom properties should be recognized upon upload so long as their name does not conflict with existing properties. |
Reservation and Request Properties
| Column Name | Format | Description |
|---|---|---|
| Reservation Unit Limit | Integer | Maximum number of units per reservation or request. |
| Default Reservation Duration | Seconds | Default reservation duration in seconds. |
| Reservation Minimum | Seconds | Minimum reservation duration in seconds. |
| Reservation Limit | Seconds | Maximum reservation duration in seconds. |
| Buffer Before | Seconds | Buffer time before a reservation. |
| Autodeny Window | Seconds | Time after the start of a pending reservation to mark it as denied. |
| Autocancel Window | Seconds | Time after the start of a reservation to cancel it if no check-in or other actual usage activity is recorded. |
| Historical Edit Window | Seconds | Time into the future after the end of a reservation when it can be edited. Can be a negative or positive value. |
| Creation Start Time Restriction | Seconds | Time from now that a reservation can be made (can be a negative value). |
| Creation Start Time Restriction Future | Seconds | Time from now that a reservation cannot be made (can be a negative value). |
| User Visible Reservation Details | Boolean | Either true or false for whether users can see all the details of other reservations. |
| Anonymous Reservations | Boolean | Either true or false for whether reservations are completely anonymous. |
| Hidden to Cannot Reserve Users | Boolean | Either true or false for whether the resource is hidden to users who cannot reserve. |
| Is Addon | Boolean | Either true or false for whether the resource is an addon. |
| Exclude from Activity Report | Boolean | Either true or false to exclude this resource from activity reports. |
| Custom Reserve Button Text | Text | Replace the default Reserve or Request text in the app with this text. |
| Credentials Required | Text | A comma separated list of credential type names already defined in your site. If matched, the import preview will display the IDs of these credentials (a string of random characters) and any unmatched credential types will return an error. |
Loan Specific Options
| Column Name | Format | Description |
|---|---|---|
| Loanable | Boolean | Either true or false. |
| Future Loans | Boolean | Either true or false on whether to allow reserving future loans. |
| Returnable | Boolean | Either true or false on whether users can return their own loans. |
| Overdue Notice Delay | Seconds | Delay from when a resource is overdue to the first notice email. |