Storeganise Data Import Tool Manual

Created by StorAxxS Support, Modified on Thu, 16 May at 4:10 AM by Damian Gillespie

The Storeganise Import Tool can be used to quickly, easily and efficiently transfer data from the Storeganise Facility Management platform into the StorAxxS Access Control platform.

Primarily the tool will be used during the StorAxxS setup phase at a facility that already uses the Storeganise system for customer and site management.

Existing site, unit and customer data in the Storeganise system, can be exported to a .csv file. The import tool on the StorAxxS dashboard can then be used to upload the .csv file, thereby immediately populating the dashboard with the same ‘matching’ data that already exists in the Storeganise dashboard.

Once the data is imported into the StorAxxS dashboard, any new data or updates to existing data in Storeganise will be immediately synchronised to the StorAxxS dashboard.

Exporting the Storeganise data

Log into the Storeganise admin dashboard and perform the following steps to export the site, unit and user data to .csv files

Sites

Select ‘Sites’ from the top navigation menu
Select the 3-dot menu item
Select ‘Export sites’

Select the following fields: id, title.en, image,phone, email, lat, lng
Select the ‘Export’ button

Select the ‘Click to download’ button

A .csv file will be downloaded to your computer (most likely to the Downloads folder).

Units

Select ‘Sites’ from the top navigation menu
Select the applicable site from the Sites list

Site ‘Units’

Select the 3-dot menu item
Select ‘Export’

Select the following fields: id, siteId, name

Select the ‘Export’ button

Select the ‘Click to download button’

A .csv file will be downloaded to your computer (most likely to the Downloads folder).

Users (Customers)

Select ‘Users’ from the top navigation menu
Select the 3-dot menu item
Select ‘Export users’

Select the following fields: id, firstName, lastName, email
Select the ‘Export’ button

Select the ‘Click to download’ button

A .csv file will be downloaded to your computer (most likely to the Downloads folder).

Importing the Storeganise data into the StorAxxS dashboard

Log into the StorAxxS dashboard and perform the following steps to import the site, unit and user data using the .csv files that were exported from the Storeganise dashboard.

Note: the Import Tool is only available to users with Organisational Manager permissions or higher.

Sites

Select ‘Sites’ from the left navigation menu
Select the ‘Import’ button
Either drag the .csv file into the ‘upload’ area of the modal or select the ‘click to upload’ link to browse for the file
The file selected for upload will be listed
Select the ‘Upload’ button

After uploading the .csv file, reload the page
The imported sites will be displayed in the Site List

Units

Select ‘Units’ from the left navigation menu
Select the ‘Import’ button
Either drag the .csv file into the ‘upload’ area of the modal or select the ‘click to upload’ link to browse for the file
The file selected for upload will be listed
Select the ‘Upload’ button

After uploading the .csv file, reload the page
The imported units will be displayed in the Units List

Users (Customers)

Select ‘Customers’ from the left navigation menu
Select the ‘Import’ button
Either drag the .csv file into the ‘upload’ area of the modal or select the ‘click to upload’ link to browse for the file
The file selected for upload will be listed
Select the ‘Upload’ button

After uploading the .csv file, reload the page
The imported customers will be displayed in the Customers List