Troubleshooting - Portfolio Manager Imports

Location Import - Large person assignment import files or times out

Check the file size, as the current file size is 500KB.

We recommend that you split the file into small batches of under 500KB.

Location Import - You may see the space's details are different or you may find a space has 'disappeared'.  This may occur after Locations import was used and the floor plan was published to the same floor.

Check that the floor plan was published using the Floor Plan Plugins after the Location import was completed.

It is important to remember that if you include spaces in the Location import, these will be created in the Portfolio Manager, but if you later use the Floor Plan Importer then any space names (spaceName) that don't match will be removed during the importer process. This way, the Floor Plan Importer is the source-of-truth for the spaces. Learn more about Floor Plan Publishing.

Location Import - Imported spaces show the space type 'Unknown'.

Check whether the imported row's space type value matches an existing space type.

You must use the space types in the system, either the defaults or space types created by your organization. We recommend you go to the Space Types to see what your company is using; see Navigate to Space Types.

Person Assignment Import - The import displays an error where some rows are unmatched.

Check to see if the person's email in the import file matches their email in the Directory, see Add or Edit a Person.

This import will not create a person's record; they must exist in the Directory first.

Person Assignment Import - The import displays the error "location.id: A person may not be assigned to Open, Bookable, or Retained spaces"

Check to see if the space you are assigning the person to has the Space Function set to Assigned; see Add or Edit Space Manually.