Fast Project Creation and Bulk Editing

Katie
Katie

August 21, 2025 Lifecycle Labs

This month’s best practice is all about working smarter—especially when it comes to design and installation workflows. If you're not already using SiteOwl’s import/export tools, here’s how they can help your team move faster, stay accurate, and reduce manual rework.

Accelerate your design process

  • Drop devices onto a SiteOwl floor plan using CAD data with coordinates

  • Build complete projects in bulk with import/export templates

  • Update device metadata (like part numbers and manufacturers) in seconds

Simplify installs and commissioning

  • Edit device statuses in bulk as installation progresses

  • Add service information like warranty dates in one sweep

  • Update end-user fields like IP addresses or usernames with ease

Customers have used these features to eliminate hours of manual data entry and increase team efficiency—especially on high-volume or fast-paced projects.

Pro Tip: If you're managing multiple sites or working with large integrator teams, setting up a repeatable import/export process can dramatically improve consistency and reduce install errors.

Need help getting started? Check out more articles like Adding Project Devices/Tasks Using Import

 

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