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#1 - Initial Integrations

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We have a collection of integrations that will make it easy to manage single sign-on, transfer of import files, and desk bookings with calendars. 

Set up the Employees

Step 1. Set up the People Import and the Organizational Units Import

Summary

Below is a summary of the process.

Initial Data Load

  1. Customer provides the Person Import and the Org Unit Import via File Upload using the Other.
  2. Serraview team sets up a preprocessor to transform your data before it is loaded into Serraivew.
  3. After the data has been imported in you can verify the Person data and Org Unit data has been correctly imported in to Serraview.

Ongoing Imports

Your ongoing imports will have the preprocessor created and ready for when you send the files either via SFTP or File Upload, Serraview will automatically process your files using the processor before it is loaded in.

Via SFTP

  1. Customer sends import files via SFTP.
  2. We automatically process and load the import files into Serraview.

Via File Upload and Category

  1. Customer provides Person Import and Org Unit Import via File Upload using the option Person or Org Unit.
  2. We automatically process and load the import files into Serraview.

When the data from been imported in you can verify the Person data and Org Unit data has been correctly imported in to Serraview.

Step 1.1 Set up the Import Files (Serraview Implementation Team)

Complete the following templates:

People Import Template

The people directory is the data that changes the most within a property portfolio, with new starters and people leaving on a regular basis.

The table below lists the columns that are the main columns for the import. If you want additional columns, these can be set up after your initial import, refer to Requirements for People Data.

Column Name EmployeeNo First Name Last Name Org Unit Cost Centre Logon Name Email Job Title

Manager EmployeeNo

 Mobile Number
Column Required? Required Required Required Required Required Required Required Optional Optional Optional
Description Unique identifier of the employee. First name of the employee. Last name of the employee. Org unit of the employee and this must match the value in the Org Unit Name column in the Org Unit Import.

Cost centre of the employee and this must match the value in Cost Centre column in the Org Unit Import. 

Note the spelling of the column header uses English (UK).

 System Logon for Windows or Mac. Work email address.      
Example 200005 Lucy Wise Accounts Payable 5100 Lucy.Wise lucy.wise@amc.com Customer Support

200004

 0482177823

Download the template: Person Import Template.csv

Org Units Import Template

The table below lists the columns for the import.

Column Name Parent Org Unit Parent Org Cost Centre Org Unit Name Cost Centre
Column Required? Required Required Required Required
Description Parent organization unit name. Parent cost centre of the organization unit name. This may be a name or code. Organization unit name. Cost Centre name or code.
Example Finance 5000 Accounts Payable 5100

Download the template: Org Unit Import Template.csv

People and Org Unit Data Relationship

When you populate the People Import's Cost Centre column then Serraview can automatically look up the person's organization unit.

This automatic link between the Person and their Cost Centre is important when:

  • teams are automatically populated with people in the Visual Block and Stack module.
  • reports are generated based on the organization unit number in the Reporting module. 

For more information, refer to People and Org Unit Data Relationship.

Remember to upload the initial Person import and Org Unit Import files, via File Upload using the category Other.

Step 1.2 Set up the SFTP to transfer the data (Customer)

We recommend your upload the People Import and Org Unit Import are transferred using via SFTP (Secure File Transfer Protocol) as this adds a layer of security for sensitive information during transfer. Currently the majority of your customers use the SFTP to complete a nightly update of the People Import and a monthly update of the Org Unit Import.

You will need to organize the following with your IT Team:

  1. Data extraction from your HR System using the correct file format, data requirements, and import template.
  2. Create an automated script that extracts the appropriate data from your HR systems.
  3. Upload the import file via Serraview-hosted SFTP server.
  4. Serraview will automatically pick up the file and load it into your system.

Send your IT team these instructions, they will know what to do, refer to Import files into Serraview via SFTP

Step 1.3 Verify the Imported Data (Customer)

When the data from been imported in you can verify the Person data and Org Unit data has been correctly imported in to Serraview. Refer to:

Step 2. Set up the Single Sign On (SSO)

Summary

Below is a summary of the process.

  1. Set up the Single Sign On (SSO)
  2. Enable SSO for Engage
  3. Test the sign in with Engage
 

SSO is the most popular method for Serraview's larger customers. It allows a user to log in once to their network and thereby gain access to several network-connected programs, eliminating the need to sign in to each system individually.

Step 1.1 Set up SSO for Serraview

Prerequisites

You will need to know who your IT Administrator is, as they will need to be involved in the setup of the SSO and the articles below explain what files need to be sent to the Serraview Support team.

SSO Integrations

Below are the popular integrations of SSO. Send your IT Administrator these instructions, they will know what to do:

Step 1.2 Enable SSO for Engage

After the SSO has been configured for Serraview, there is an extra import step for Engage, your System Administrator must check the SSO Enabled check box. If this is unchecked then your employees will be asked to enter a username and password instead of being redirected to your corporate SSO page. 

Refer to Set up SSO for Engage

Step 1.3 Test the sign in with Engage

Remember to confirm that your sign into Engage works before you prompt Engage to your employees.

Next Onboarding Step