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Eptura Engage Integration

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Overview

This integration makes Serraview the authoritative source for HR and location data, ensuring workplace systems stay aligned as organizations change. By synchronizing people, team, and space data in real time, booking rules in Eptura Engage automatically reflect the latest organizational structure and space definitions — reducing manual effort, preventing booking errors, and supporting a more consistent employee experience across the workplace.

Maintain a single, consistent source of truth for buildings, floors, and spaces across planning and workplace experiences. This ensures space decisions and employee interactions are always based on accurate, up‑to‑date location data.

  • Establishes Serraview as the single source of truth for HR and location data, including buildings, floors, space types, and spaces.
  • Synchronizes HR, team, neighborhood, and location changes to Eptura Engage in real time using a standard data model.
  • Automatically keeps booking rules and space attributes in Eptura Engage aligned as teams move and spaces change.

Serraview and Eptura Engage Integration Overview.png

Limitations

Review the following limitations:

  • If a Person/HR record does not include an email address, that record will not have a corresponding user in Eptura Engage.
  • User authentication is still separate, as Serraview and Eptura Engage will have different user personas. As such, SSO login will need to be set up independently in each product.
  • Building's Short Name will be used in the User Group naming convention. If a building does not have a short name, any User Groups associated with that building will start with ”[blank space where the building's short name should be] - F [floor name]”
  • The total combined character count for building short names, floor, neighborhood, and team must not exceed 87 characters. Anything longer will be truncated.

Troubleshooting

For troubleshooting issues and resolutions, review the table below.

Symptom Resolution
Building doesn't appear in Eptura Engage

From Serraview, complete the following checks:

  1. Make sure the building's name length doesn't exceed 100 characters.
  2. Make sure the Location Integration setting is enabled.
  3. Make sure the building's street address doesn't exceed 100 characters.
  4. Verify the building's Standardized Country and State are correct.
  5. Verify the time zone is correct.

For more details, see Add, Edit, or Delete a Building.
Floor doesn't appear in Eptura Engage

From Serraview, complete the following checks:

  1. Make sure the Location Integration setting is enabled for the floor.
  2. For the building the floor belongs to, make sure the Location Integration setting is enabled.

For more details, see Add, Edit, or Delete a Floor.

Space type doesn't appear in Eptura Engage

From Serraview, complete the following checks:

  1. Make sure the Integration Usage is either Me or We, as these space types are sent to Eptura Engage.

For more details, see Add, Edit, or Delete the Space Types.
Space doesn't appear in Eptura Engage

From Serraview, complete the following checks:

  1. For the building the floor belongs to, make sure the Location Integration setting is enabled.
  2. Make sure the floor's Location Integration setting is enabled.
  3. Make sure the space types' Integration Usage is either Me or We, as these space types are sent to Eptura Engage.
  4. Make sure the space type's Integration Function is either Assignable, Bookable, or Flexi.
  5. Make sure the space type is not Kiosk, WiFi Access Point, or Marker.
Missing or incorrect user in Eptura Engage

From Serraview, navigate to the People Directory complete the following checks:

  1. Check the person's record exists - Make sure it is active and not archived or deleted.
  2. Check for duplicate email address - The email address is the unique identifier in Eptura Engage.
Missing or incorrect User Group in Eptura Engage

From Serraview, complete the following checks:

  1. Make sure the entity, such as Team, Neighborhood, Floor, Building, or Region exists in Serraview.
  2. For the Region user group, at least 1 building must be enabled.
  3. For the Team user group, Neighborhood user group, or Floor user group, then BOTH the building and floor Location Integration must be enabled.
  4. Make sure that the Team user group or Neighborhood user group has members. At least 1 active person must be a member of a team or workpoint.