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Managing Data Imports and Exports

The Data Import / Export section of the Administration area controls how room and asset data moves between Innomesh and external systems. Scheduled imports populate dynamic room fields from files delivered by external systems, scheduled exports push Innomesh data out on a recurring basis, and manual imports handle one-off updates directly from your browser.

Both dynamic import and export use a shared data repository for secure transit between Innomesh and the external system. For the full pipeline architecture, data formats, and derivation strategies, see Dynamic Data Import & Export.

📝 Note
Innomate must enable dynamic import and export in your tenancy. Contact your Innomate representative to discuss options for setting it up.

Prerequisites

  • A role with the Edit data import / export configurations permission. Roles with view-only administration access can see configurations but not change them.
  • For scheduled imports and exports, the shared data repository enabled by Innomate.
  • For imports, the dynamic room fields you want to populate, set up by Innomate.

Accessing Data Import / Export

Navigate to Administration > Data Import / Export. The page has two tabs: Data Import and Data Export.

Getting Started with Data Import

  1. Ask Innomate to set up the dynamic room fields you need.
  2. Prepare a CSV or JSON file with one record per room. The room name in each record must match the room’s name in Innomesh.
  3. Create your import configurations. See Configuring a Data Import.
  4. Upload the file with Manual Import, or have your system deliver it to the shared data repository.
❗ Important
Dynamic room fields cannot be edited on the Information page and do not appear in Room Manager. To change a value, import an updated file.
📝 Note
Values are imported exactly as they appear in the file. A placeholder such as {{ROOM_NAME}} stays as plain text, so put the final values in the file.

Configuring a Data Import

Import configurations map a field in an incoming file to a dynamic room field in Innomesh. Dynamic room fields are updated automatically each time a matching file arrives and are not user-editable.

  1. Open the Data Import tab.
  2. Click Create New. A new configuration row appears in the table.
  3. Complete the fields:
FieldDescription
Dynamic Room FieldThe room field this import populates, selected from the dynamic room fields defined in your tenancy
Import FilenameThe name of the file to ingest from the shared data repository (e.g. room-data.json)
File FormatCSV or JSON
Path to Room NameWhere in each record to find the room name used to match the record to an Innomesh room. For JSON files, use a JSONPath expression such as $.rooms[*].name. For CSV files, use the column heading
Path to Import Field ValueWhere in each record to find the value that populates the dynamic room field. For JSON files, use a JSONPath expression such as $.rooms[*].capacity. For CSV files, use the column heading
  1. Click the tick at the end of the row to save the configuration.
Data Import tab with a new configuration row holding a dynamic room field, filename, and JSONPath expressions
A new import configuration mapping a JSON file to the Seating Capacity field

Multiple import configurations can be active at the same time, each targeting different source files or fields.

Example: CSV File

The first row holds the column headings, and each row after it holds one room:

Room Name,Seating Capacity,Floor Area
B1-101,40,85
B1-102,24,50
B2-201,120,210

Two configurations import the Seating Capacity and Floor Area columns from room-data.csv:

Dynamic Room FieldImport FilenameFile FormatPath to Room NamePath to Import Field Value
Seating Capacityroom-data.csvCSVRoom NameSeating Capacity
Floor Arearoom-data.csvCSVRoom NameFloor Area

Example: JSON File

The same data as JSON:

{
  "rooms": [
    { "name": "B1-101", "capacity": 40, "area": 85 },
    { "name": "B1-102", "capacity": 24, "area": 50 },
    { "name": "B2-201", "capacity": 120, "area": 210 }
  ]
}

Two configurations import the capacity and area values from room-data.json:

Dynamic Room FieldImport FilenameFile FormatPath to Room NamePath to Import Field Value
Seating Capacityroom-data.jsonJSON$.rooms[*].name$.rooms[*].capacity
Floor Arearoom-data.jsonJSON$.rooms[*].name$.rooms[*].area

Running a Manual Import

Manual imports upload a CSV or JSON file directly through the browser. Use them for bulk updates or initial data population without setting up an automated schedule.

Create the import configurations before you upload. The file’s name must match their Import Filename.

  1. Open the Data Import tab.
  2. Click Manual Import.
  3. Drag and drop a JSON or CSV file into the dialog, or click Browse Files.
  4. Click Import.
Manual File Import dialog with a Browse Files button, a drag-and-drop area, and an Import button
Manual Import uploads a file straight from the browser

Managing Export Schedules

The Data Export tab lists every export schedule with its filename, format, data type, time range, and cron schedule.

Data Export tab listing four export schedules with filename, format, data type, time range, and cron columns
A tenancy running daily alert, usage, and asset exports alongside a room attributes export

Creating an Export Schedule

  1. Open the Data Export tab.
  2. Click Create New.
  3. Complete the dialog:
FieldDescription
NameA unique schedule name. Only letters, numbers, hyphens, and underscores are allowed (no spaces)
Data to ExportAlert History, Asset Attributes, Room Attributes, Room Usage, or User Interactions
Export FilenameThe filename written to the export repository. Include {timestamp} in the name to accumulate exports without overwriting earlier files
File FormatCSV or JSON
Cron ScheduleA six-field cron expression including seconds (e.g. 0 0 2 * * * runs daily at 2:00 AM). A human-readable translation appears below the field as you type
Time RangeFor time-bound data types (Alert History, Room Usage, User Interactions), the window of data each run exports, such as the past 24 hours
  1. For Room Attributes exports, choose which fields to include:
    1. Select fields in the Available Room Fields list. Fields marked with an asterisk are Smart Room Attributes.
    2. Click Add > to move them into Room Fields to Export.
  2. Click Create.
Create New Export Schedule dialog with name, data to export, filename, CSV format, cron schedule, and a room fields selector
Creating an export schedule for room attributes

To run an export immediately without waiting for the next scheduled run, use Export Now in the same dialog.

Verification

  • A saved import configuration appears as a row in the Data Import table; the dynamic room field begins populating after the next matching file arrives in the shared repository. To check, open one of the file’s rooms on the Information page.
  • A saved export schedule appears in the Data Export list. Use Export Now and confirm the file lands in the export repository to verify the configuration end to end.

Troubleshooting

SymptomLikely cause
No values appear after an importThe file’s name does not match the Import Filename of the configuration.
Some rooms have no valueTheir names in the file do not match the room names in Innomesh. Records with an unknown room name are not imported.
Values are missing or wrongThe paths do not match the CSV column headings, or do not return the right values from the JSON file.
The field is not in the Dynamic Room Field listThe field is not set up as a dynamic room field. Ask Innomate to set it up.