Portfolio Data - Import
Import Data into Serraview
Serraview portfolio data is maintained via flat files being imported and it does not support using an API to update the data.
This gives Serraview several benefits as detailed below.
Prepare Data
Where you have whole databases of information, like an ERP system where your company maintains its HR data, this data can be extracted for the initial portfolio data load into the Serraview product by the Serraview Implementation team. The portfolio data can be selectively extracted from the ERP system (or manually created) into flat files. This selection allows you to have control over which fields to extract.
For information on the data requirements refer to the following articles:
- Region Hierarchy Data
- Building and Floors Data
- Space Type Hierarchy Data
- Floorplans
- People and Org Unit Data Relationship
- Org Unit Hierarchy Data
- People Data
- Allocation and Occupancy Data
- Workpoint Data
- Asset Data
- Teams and Neighborhoods Data
Best Practice
The maintenance of data within Serraview is the responsibility of the Corporate Real Estate Team, and there are several imports that can be used to assist in automating this process. For more information, see Maintain Portfolio Data.
Import Data
A System Administrator can easily see when data was sent, as the file is a persistent record of format and content.
Upload File(s)
You can compress and send hundreds of thousands of rows of data with one operation. This data does not need to be real-time, in many cases a nightly update is enough.
The data can be encrypted and transmitted with your preferred file transport system. The following methods of data transfer can be used:
- Secure File Transfer Protocol (SFTP)
- Serraview's My Imports
- Serraview's File Upload
For more information, see Methods of Data Transfer. Consequently, there are no firewall concerns on either end.