Import
The Import feature lets you populate EmberX with data in bulk by uploading a formatted Excel (.xlsx) file. This is particularly useful when setting up a new property or migrating from another system.
What Can Be Imported
A single import file can create records across five areas at once:
| Data type | Creates |
|---|---|
| Locations | Location records (with type, description, floor) |
| Service Centers | Service centers linked to locations |
| QR Codes | QR codes tied to locations and service centers |
| Users | Staff accounts with roles and service center assignments |
| Products | Product catalog entries |
Getting the Sample File
Before building your own import file, download the sample to see the expected format:
- Go to Import in the sidebar.
- Click Download Sample.
Open the file in Excel. It contains pre-formatted sheets with example data and column tips.
Import File Structure
The Excel file uses two sheets:
Sheet 1: Locations
Each row creates a location. If a service center name is provided, it’s also created (or matched if it already exists). If a QR code description is provided, a QR code is created for that location.
| Column | Required | Description |
|---|---|---|
| Location Name | ✓ (if creating QR) | Display name for the location |
| Location Type | — | room or area |
| Location Description | — | Optional notes |
| Address / Floor | — | Physical floor or block |
| Room Type | — | Room category (Deluxe Suite, Standard Twin, etc.) |
| Service Center Name | ✓ (if creating QR) | Links the QR to this service center |
| Service Center Description | — | Optional notes for the service center |
| QR Code Description | — | Leave blank to skip QR code creation for this row |
Sheet 2: Users
Each row creates a user account.
| Column | Required | Description |
|---|---|---|
| Full Name | ✓ | User’s display name |
| ✓ | Login email | |
| Username | — | Auto-generated from email if blank |
| Password | ✓ | Initial password |
| Role | ✓ | One of: super_admin, director, admin, manager, supervisor, user, staff |
| Tags | — | Comma-separated internal tags |
| Staff Service Centers | — | Comma-separated service center names where this user is assigned as staff |
| Manager Service Centers | — | Comma-separated service center names where this user is a manager |
Running an Import
- Go to Import in the sidebar.
- Drag and drop your
.xlsxfile onto the upload area, or click to browse. - Click Import.
- Review the results summary showing how many records were created or skipped (duplicates are skipped automatically).
Import Results
After the import, you’ll see a breakdown:
- Service Centers: created / skipped
- Locations: created / skipped
- QR Codes: created / skipped
- Users: created / skipped
- Products: created / skipped
- Errors: Any rows that failed, with a description of why
Records are skipped (not duplicated) if a matching record already exists — for example, a service center with the same name, or a user with the same email.
Tips
- Run a test import first with 2–3 rows to verify your column formatting is correct.
- Order matters on the Locations sheet: If multiple rows use the same service center name, the first row creates it; subsequent rows reference the same one.
- Passwords are hashed — the plain-text password in the file is used to create the account and is not stored.
Role Requirements
| Action | Minimum role |
|---|---|
| Access and run imports | Admin |