Export/Import Issue | Export Data: Unit One-Time Fees > Make Changes > Import Data: Unit One-Time Fees does not update units as expected
bug-fix released
S
Sarah McDougall
I experienced this for both Trojan Elk Grove 2 and West Orange*.
For both databases, when I exported the One-Time Fees data, the Unit One-Time Fees Export would show the Admin Fee but not the Transfer Fee.
Here are the steps of my process for West Orange:
- Go to Unit 102 > Click Setup > apply Admin Fee (MoveIn) and Transfer fee to this unit.
- Go to Units list > Export Data: Unit One-Time Fees.
- Open CSV > type CTRL+T to make table
The attached image shows the Unit One-Time Fees CSV export from Elk Grove 2 at this point.
At this point, I looked back at Unit 102 to confirm that both fees were applied to the unit under Setup, which they were.
- Back to the CSV, I filled the MoveIn fee for all applicable units and clicked save.
NOTE: I did not make any changes to the TransferAdministrationFee column
- Back in QMS > West Orange > Units, I did Import: Unit One-Time Fees
The import yielded no errors.
- While on the Import screen, I picked a unit with no value under TransferAdministrationFee and set the Transfer Fee before committing the CSV upload.
- Click Upload CSV button.
- Export Data: Unit One-Time Fees
- Review newest CSV and found the same result, no Transfer Fee applied to any unit.
*This was a while back, on 12/13 and while I reported it via email to April and Andre, I am reporting it here now because I'm seeing more Export/Import issues.
E
Ervin Isljami
bug-fix released
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Ronald Jay Uy
Hi Andre, Sarah, Tony,
I’ve confirmed the issue after testing in both Stage and Trial environments.
---TRIAL PORTAL
**Exact scenario with Sarah's example
Video Evidence: https://jam.dev/c/55ecfd6b-7d9b-4c82-8117-018cd4c47ab3
1. Set up Transfer Fees for units A01-A05 with Move-In/Move-Out fees.
2. Exported "Unit One Time Fees" >> No Transfer Fees were reflected to any units.
3. Imported back (no changes in the excel file) and manually assigned Transfer Fee for A06 during import.
4. Post-import: Transfer Fees for A01-A05 disappeared, but A06’s Transfer Fee was correctly imported.
R
Ronald Jay Uy
STAGE PORTAL
**SET UP TRANSFER FEE ONLY
Video Evidence: https://jam.dev/c/6caffd55-ce0c-45c6-8622-0e524849b0a5
1. In Facility: 'Arizona Facility-A', I only set up 'Transfer Fees' for units A-0 and A-1 (no Move-In or Move-Out Fees were configured).
2. Exported the data of "Unit One Time Fees" – The 'Transfer Fees' for units A-0 and A-1 were correctly reflected in the exported file.
3. Copied the 'Transfer Fee' values from units A-0 and A-1 and pasted them across other units in the same column in the exported file. After making these changes, I re-imported the updated file back into the system. The system processed the file without any issues. >> Upon verification, the 'Transfer Fee' values were correctly applied to all units as per the import, with no discrepancies.
**Transfer Fee Only THEN I add ~Move-In/Move-Out
Video Evidence: https://jam.dev/c/1e8b4288-e4ab-4b9f-bf4e-46ce50d85179
1. Started with all units having Transfer Fees (from previous scenario).
2. In unit A-0, I added Move-In and Move-Out fees alongside the existing Transfer Fee.
3. Exported the data of "Unit One Time Fees" – Upon exporting, the 'Transfer Fee' for unit A-0 was missing in the Excel file, although it was present for the other units (see: 0:00-1:05).
4. Updated the exported file by copying the 'MoveOut; MoveIn' data from unit A-0 and pasting it across all units in the same column.
5. Imported the updated file back into the system. The import completed successfully, and all units displayed 'MoveOut; MoveIn' and 'Transfer Fees' correctly, except for unit A-0, where the 'Transfer Fee' was still missing.
6. Re-exported the data of "Unit One Time Fees" after the import – The same issue reoccurred, with the 'Transfer Fee' for all units are not reflected in the exported file.
R
Ronald Jay Uy
Summary of Findings:
1. Move-In/Move-Out only: Exported data is correct.
2. Transfer Fee only: Exported data is correct.
3. Move-In/Move-Out + Transfer Fee: Exported data is incorrect, with Transfer Fee not reflected.
A
Andre Hadzi-Pavlovic
Sarah McDougall Bash Simplicio Ronald Jay Uy Can you please comment to let me know whether this needs to be passed to the dev team?
S
Sarah McDougall
Tony Gardner another Export/Import issue that I believe is similar to this one https://quikstor.canny.io/qms-feedback/p/import-document-templates-desired-order-specified-on-import-doesnt-apply-to-unit
Ronald Jay Uy Bash Simplicio this was a while back so it's possible this may be fixed, or perhaps I was doing something wrong. Can you please test?