Methods of Data Transfer

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At implementation, the Serraview Onboarding Manager works with the Corporate Real Estate team and your IT team to agree on the most efficient ways to input data into the system initially and then how to update the data to maintain your Portfolio.

There are several methods to transfer data into and out of Serraview.

Import	Export
SFTP (Secure File Transfer Protocol) SFTP is a secure way to automate data feeds into Serraview. Talk to your IT Team to set this up. This is the simplest and most reliable way to transfer data on a regular basis is to set up an SFTP connection to transfer files directly to or from Serraview. This process involves a secure connection being made from the Client to Serraview's SFTP, and files being sent through on a regular basis to update the Serraview data. Currently the majority of the Client SFTP setups use the automated, nightly update of People data import, a monthly Organizational Unit Hierarchy import. Some clients use the transfer to update the Badge Swipe, Occupancy or Team stacking data. Learn more in SFTP (Secure File Transfer Protocol). My Imports You can prepare the import file, either CSV or XLS files, from scratch and then import the data in bulk for quick and easy update of Serraview. For example, your allocation, occupancy, building and people data. The My Import includes the ability to complete a trial run to make sure the data will import without any errors. Learn more in Data Imports (My Imports). File Upload The File Upload tool is used to send files to us in a secure manner for processing by Serraview Support team. Learn more in File Upload. Some examples where File Upload is used are: CAD files for new floors. Mark-ups for minor updates to existing floorplans including refits, team allocations, or occupancy. Ad-hoc imports that a user may require assistance with, such as a workpoint or occupancy import. Automated Report Imports After you have the automated report set up, you can import the automated reports to automatically and seamlessly manage your portfolio data. To set up the ARI we use report builder, automated reports, and automated imports to automate business rules without the assistance of our technical team. Learn more in Automated Report Imports. Some examples where clients have used ARIs to automate business rules are: Team - delete empty teams Team - match team workpoint allocation to blocking Workpoint - match workpoint blocking to occupant's cost center Manual Entry When the information is not available in a spreadsheet or you have a smaller portfolio, the Serraview modules can be used to update the data manually. For example, update occupancy in the Block and Stack (VBS), add or remove people in the People Directory, and modify an Organization Unit hierarchy.	Serraview Core API You can use the Serraview Core API to extract data from Serraview. The API can be used to: Search for people information, including images that display the person's assigned location. Fetch building information, including floorplan images with option space type highlighting. Request and assign desks for new employees. Insights Serraview Insights provides you with: Interactive dashboards - allows your users to make data-driven decisions the dashboards can be scheduled. Insights Editor – allows your super users to create, modify, and share dashboards using our embedded Looker BI tool. Insights Direct Connect – allows IT departments or super users to connect directly to the Insights data warehouse to power their own analytics tools or populate their own data lake. Automated Reports Serraview Reports can automatically be emailed to specified people at your desired time. Examples of common automated reports include: monthly archive candidate report monthly utilization report bi-weekly asset report Learn more in Automated Reports. Serraview Reports Serraview Reporting includes a suite of default reports and customizations. Learn more in Utilization Data, Statistics, and Reporting.

Import

Export

SFTP (Secure File Transfer Protocol)

SFTP is a secure way to automate data feeds into Serraview. Talk to your IT Team to set this up. This is the simplest and most reliable way to transfer data on a regular basis is to set up an SFTP connection to transfer files directly to or from Serraview.

This process involves a secure connection being made from the Client to Serraview's SFTP, and files being sent through on a regular basis to update the Serraview data. Currently the majority of the Client SFTP setups use the automated, nightly update of People data import, a monthly Organizational Unit Hierarchy import. Some clients use the transfer to update the Badge Swipe, Occupancy or Team stacking data.

Learn more in SFTP (Secure File Transfer Protocol).

My Imports

You can prepare the import file, either CSV or XLS files, from scratch and then import the data in bulk for quick and easy update of Serraview. For example, your allocation, occupancy, building and people data. The My Import includes the ability to complete a trial run to make sure the data will import without any errors. Learn more in Data Imports (My Imports).

File Upload

The File Upload tool is used to send files to us in a secure manner for processing by Serraview Support team. Learn more in File Upload.

Some examples where File Upload is used are:

CAD files for new floors.
Mark-ups for minor updates to existing floorplans including refits, team allocations, or occupancy.
Ad-hoc imports that a user may require assistance with, such as a workpoint or occupancy import.

Automated Report Imports

After you have the automated report set up, you can import the automated reports to automatically and seamlessly manage your portfolio data. To set up the ARI we use report builder, automated reports, and automated imports to automate business rules without the assistance of our technical team. Learn more in Automated Report Imports.

Some examples where clients have used ARIs to automate business rules are:

Team - delete empty teams
Team - match team workpoint allocation to blocking
Workpoint - match workpoint blocking to occupant's cost center

Manual Entry

When the information is not available in a spreadsheet or you have a smaller portfolio, the Serraview modules can be used to update the data manually. For example, update occupancy in the Block and Stack (VBS), add or remove people in the People Directory, and modify an Organization Unit hierarchy.

Serraview Core API

You can use the Serraview Core API to extract data from Serraview. The API can be used to:

Search for people information, including images that display the person's assigned location.
Fetch building information, including floorplan images with option space type highlighting.
Request and assign desks for new employees.

Insights

Serraview Insights provides you with:

Interactive dashboards - allows your users to make data-driven decisions the dashboards can be scheduled.
Insights Editor – allows your super users to create, modify, and share dashboards using our embedded Looker BI tool.
Insights Direct Connect – allows IT departments or super users to connect directly to the Insights data warehouse to power their own analytics tools or populate their own data lake.

Automated Reports

Serraview Reports can automatically be emailed to specified people at your desired time. Examples of common automated reports include:

monthly archive candidate report
monthly utilization report
bi-weekly asset report

Learn more in Automated Reports.

Serraview Reports

Serraview Reporting includes a suite of default reports and customizations. Learn more in Utilization Data, Statistics, and Reporting.

Never Email Data

Email is not secure and your sensitive data will enter the public domain, which cannot be undone.