Bulk Room Import

The Bulk Room Import allows you to create or update multiple rooms at once using a CSV file. This is useful when initially setting up Manage1to1 or when adding rooms across multiple buildings. You upload the file, review a preview of exactly what will happen, then confirm.

Nothing changes until you confirm

Uploading and clicking Preview & Execute Room Import only shows you what will happen — how many rooms will be created, how many will be updated, and any rows that will be skipped. No rooms are created or updated until you click Confirm & Import on the preview screen.

CSV Format

Your CSV file must include a header row. Click CSV Import Template in the Bulk Room Import section to download a sample file with the correct columns and example rows.

Required Columns

Column	Description
Name	The name of the room (e.g., "Library Media Center", "Computer Lab 101")
Building Name	The name of the building this room belongs to. Must match an existing building in Manage1to1. You can also use the building's SIS code. Minor differences in capitalization, spacing, or common abbreviations (like HS for High School) are matched automatically, and a close-but-inexact name is flagged on the preview with the closest match.

Optional Columns

Column	Description
Floor	The floor the room is on (e.g., "1st Floor", "2nd Floor", "Basement")
Room Type	The room's type, such as Classroom, Lab, or Office. Must match one of your Room Types; matching ignores capitalization. A value that doesn't match an existing room type is left blank, and the room still imports.
Comments	Any additional notes about the room
Responsible Staff	Comma-separated list of staff Local IDs to assign as responsible persons (e.g., "T1001,T1002"). Staff must be active with a matching Local ID in the system.
Tags	A single cell holding a comma-separated list of room tags, e.g. "Lab, STEM, 1:1". See Importing tags below for the quoting rules and exactly how existing tags are affected.

How It Works

1. Navigate to Settings → System Utilities → Inventory tab
2. Locate the Bulk Room Import section
3. Upload your CSV file using the upload area
4. Once uploaded, click Preview & Execute Room Import — this opens a preview and does not create or update anything yet
5. Review the preview, then click Confirm & Import to apply the changes (or Cancel to walk away with no changes)

Matching Behavior

Rooms are matched by Name + Building. When processing:

• If a room with the same name already exists in the same building, it will be updated with any new values from the CSV
• If no matching room is found, a new room will be created
• If the building name cannot be found, that row will be skipped and logged as an error
• If a row's Room Type isn't one of your existing room types, the room still imports but without a type. The preview tells you how many rows this affects so you can correct them if needed.

Importing tags

The Tags column lets you label rooms in bulk with room tags. Because a room can have several tags, the whole list goes in one cell.

Put the list in one quoted cell. All of a room's tags go in the single Tags cell, separated by commas, with quotation marks around the whole value so the commas stay inside the cell instead of starting new columns. A single tag needs no quotes.

Room Name,Building,Room Type,Tags
Room 204,Lincoln Elementary,Classroom,"STEM, 1:1, overflow storage"
Lab A,Lincoln Elementary,Lab,"STEM, testing room"
Supply Closet,Lincoln Elementary,,Storage

A non-empty cell replaces that room's tags. Whatever you put in the Tags cell becomes the room's complete set of tags, so importing "STEM, 1:1" onto a room that was tagged Workshop leaves it tagged only STEM and 1:1. To add a tag without losing the others, include the existing tags in the cell too. You do not need to create tags ahead of time; any tag that doesn't exist yet is created on import.

A blank cell leaves existing tags alone. If the Tags cell is empty (or your file has no Tags column at all), that room's current tags are kept untouched. So an import that isn't about tags never wipes them.

The list is tidied up. Spaces around each tag are trimmed and duplicates within the cell are merged, so "Lab, lab, Lab " imports as the single tag Lab.

Building Resolution

The Building Name column is flexible — Manage1to1 will try to match it in the following order:

1. Building name — matches against the building display name (case-insensitive)
2. SIS/Building code — if no name match is found, tries to match against the building's SIS code

This means you can use either the full building name (e.g., "Lincoln Elementary") or the SIS code (e.g., "10300") in your CSV.

Reviewing the Preview

The preview screen opens after you click Preview & Execute Room Import and summarizes exactly what confirming will do.

Summary cards

• New Rooms — rooms that will be created
• Existing Rooms — rooms already in Manage1to1 that will be updated
• Rows Skipped — rows missing required data; these are left out of the import

Skipped rows

Rows missing required data are grouped into a collapsible rows will be skipped notice. Expand it to see which rows were left out, fix them in your CSV, and re-upload if you want them included.

After Import

After the import completes, you'll see a summary showing how many rooms were created, updated, or failed. Any errors are logged to the Activity Log with details about which rows failed and why.

Tips

• Download the template first to ensure your columns are in the correct order
• Check your building names before importing — if a building name doesn't match, those rooms will be skipped
• You can run the import multiple times safely — existing rooms will be updated, not duplicated
• Keep room names consistent — "Lab 101" and "Computer Lab 101" would be treated as different rooms
• The preview writes nothing — click Cancel for no changes, or Confirm & Import to apply what it shows