Bulk Importing Rates
Rates cannot be uploaded with resources. Instead, manage and bulk-import rates using the rate management utility, accessible via Administration > Resources > Rates.
Getting Started
To begin, click the Upload toolbar button in Administration > Resources > Rates. From here, you can download a CSV template to get started or, if you have already added rates to your site, you can use the Download toolbar button to access your existing rates in CSV format to update or append. Your CSV file supports a wide array of columns that are documented below.
Rates that have several variations must be entered into your CSV file on separate lines. For example, if you have different rates for several user groups, then each user group and its associated rate must be on its own line in your template.
Once your rates have been added to your site, they can be modified as needed using the bulk importing feature. First, click Download to get a copy of your existing rates. Import this file into a spreadsheet application for easier editing, and then make your changes. Be sure to leave the Rate ID and Resource ID fields intact so that the existing rates are modified, and new rates are not created. If you would like to remove a rate, then set the Delete column to Yes. You can also add new rates into the same file to be created along with updating any existing rates - just leave the Rate ID field blank.
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, rates without a Rate ID will be considered new and will be created. All columns are optional except for Resource Name, Resource ID, and Rate - 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.
General Properties
Column Name | Format | Description |
Rate ID | Text | REQUIRED WHEN MODIFYING EXISTING RATES The QReserve assigned ID for existing rates. This column will be present when downloading your resources as a CSV export. |
Resource ID | Text | REQUIRED WHEN MODIFYING EXISTING RATES The QReserve assigned ID for existing resources. This column will be present when downloading your resources as a CSV export. |
Resource Name | Text | REQUIRED The name of your resource and should always be included in your CSV import. |
Rate | Number | The dollar value of your resource pricing; XX.XX |
Rate Unit | Text | One of: per hour, per day, per week, per month, per use, per block, per person, each, per request, per session, per sample, per km, per mile, per mL, per L |
Rate Basis | Text | One of: Per unit - the rate specified is multiplied by the number of units Per reservation - the rate applies once to the reservation regardless of units |
Rate Description | Text | |
Rate Duration Maximum | Number | The time value in seconds. |
Rate Duration Minimum | Number | The time value in seconds. |
Rate Duration Step | Number | The time value in seconds. |
Require Account Number | Boolean | Either true or false. |
Public | Boolean | Either true or false. |
User Group | Text | A user group already defined in the site that the rate will apply to; If there are no rates available for a given user, the reservation will be free . If there are any rates available to a user, the user will be required to select one of them |
Rate blocks - Monday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Rate blocks - Tuesday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Rate blocks - Wednesday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Rate blocks - Thursday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Rate blocks - Friday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Rate blocks - Saturday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Rate blocks - Sunday | ##:##-##:## | 24-hour time slots in the format ##:##-##:##, semi-colon separated |
Proration Half Interval Multiplier | Decimal number < 1.0 | Acts to prorate weekly or monthly rates when the time booked is less than the full time period (ex. If only 2 weeks is booked rather than a full month, the rate will be multiplied by this property to determine the partial rate) |
Tax Code | Text | |
Tax Rate | Number | Tax rates are only needed if you must override the site-wide default tax rate. |
Tax Note | Text | |
SKU | Text | A SKU set on a rate will take precedence over a SKU set on a resource when generating invoices and is saved to a reservation at the time the reservation is created or modified. |
Invoice Automatically | Boolean | Either true or false. |
Pay From Account Automatically | Boolean | Either true or false. |
Metadata | Text | |
Rate Script | Text | The name of a rate script that already exists in the site, that is to be applied to this rate |
Delete | Boolean | Either true or false. |
Important Notes:
- User groups must be defined in your site prior to uploading rates associated with them
- If there are no rates available for a given user, the reservation will be free. If there are any rates available to a user, the user will be required to select one of them
- Weekly blocks can be implemented as 24-hour time slots in the format ##:##-##:##, semi-colon separated. For example, a block spanning 9:00 AM to 11:00 AM along with a block spanning 12:30 PM to 3:30 PM would be formatted as 09:00-11:00;12:30-15:30 . If you want the block to extend to the end of the day, enter 23:59 as the end time.
- If rates have time restrictions then you must define rates to cover all possible times or else a reservation will not be possible at times when no rate is available.
- Duration times must be defined in seconds. Use this chart to help determine the number of seconds:
Time-to-Seconds Conversion Reference Chart
Use this quick reference to convert everyday facility time rules into native CSV input values:
Common Duration | Time in Minutes | CSV Input Value (Seconds) |
15 Minutes | 15 min | 900 |
30 Minutes | 30 min | 1800 |
1 Hour | 60 min | 3600 |
2 Hours | 120 min | 7200 |
4 Hours (Half Day) | 240 min | 14400 |
8 Hours (Full Day) | 480 min | 28800 |
24 Hours (1 Day) | 1,440 min | 86400 |