My Imports allows data to be imported directly into Serraview. The imports displayed in the list are controlled by the level of access granted to the signed-in user.

Users require the following secured actions:

My Imports - Access to access the My Imports module.
Import - [area] to access the Import.

If you require access, then contact your System Administrator. For information on how to add secured actions to a role, refer to Manage User Roles.

Onboarding Imports

The following imports are usually run during the onboarding of Space Planning for a new client. They are also available for use after onboarding is complete if required.

Import	Description
Region import	Refer to Region Initial Upload.
Buildings import Floor import	Refer to Building & Floors Initial Upload.
Org unit import	Refer to Org Unit Hierarchy Initial Upload.
Person import	Refer to People Initial Upload.
User import	Refer to User Import.
Workpoint import Occupancy import	Refer to Fixed Team Initial Upload. Refer to Flexi Team Initial Upload. Refer to Neighborhood Initial Upload.

Maintenance Imports

The common imports use to maintain the data are:

Import	Usage
Asset import	Bulk Update Bulk Update the asset data via: the Asset Import to update the assets for the locations and allocations, refer to Asset Data and Asset Import - Update Existing Assets. Manual Update Assets can be manually updated in the Storage, Lockers, or Parking modules.
Neighborhood import	Bulk Update Bulk update the neighborhood data via: the Hood Import to create neighborhoods and update neighborhood fields, refer to Neighborhood Import. Manual Update Neighborhoods can be added manually, refer to Add Neighborhoods' Allocation Manually or Add the Flexible Team to a Neighborhood.
Org unit import	Bulk Update Bulk update the org unit hierarchy via: this data can be either automatically or manually imported. For more information, refer to Org Unit Hierarchy Data. Manual Update Org Unit Hierarchy can be manually managed in the Manage Org Unit Hierarchy.
Occupancy import	Bulk Update Bulk update the occupancy of people to teams and/or desks via: Refer to Allocation and Occupancy Data for details for Fixed Teams, Flexi Teams, and Neighborhoods. Manual Update Occupancy can be updated manually in Block & Stack (VBS) and/or Workplace Portal.
Person import	Bulk Update Bulk update to the person's data via: the Person Import, refer to People Data. the Bulk Update Person. Manual Update People can be manually updated in the People Directory.
Space Type Hierarchy	Bulk Update Bulk update the space type hierarchy via: Space Type Hierarchy Import Manual Update Space types can be updated manually in Add, Edit, or Delete the Space Types.
Teams import	Bulk Update Bulk update teams via: the Team Import to update existing team's details; new teams to existing neighborhoods; add existing team or new teams to neighborhoods, refer to Teams and Neighborhoods Data. Notes: When you change people in teams this does not change their personal Org Unit. The import file cannot be used to move existing teams into existing neighborhoods. You will need to go to VBS and drag the existing team into the existing neighborhood, refer to Add the Flexi Team to a Neighborhood. Manual Update Teams can be manually updated in Block & Stack (VBS).
Workpoint import	Bulk Update The Workpoint Import allows users to upload information about workpoints, e.g. cost centers, space types and tags. Refer to: Workpoint Data Workpoint Import Workpoint Import and Space Mapping Workpoint Import and Chargeback Workpoint Import and VBS Workpoint Import and Locator Manual Update Workpoints can be updated in the Spaces module, Block & Stack (VBS), and Locator Configuration.

Other Imports

Import	Description
Access card import	This import is used to import Badge Swipe data. The Badge Swipe reporting uses the organizational structure and people information in Serraview to match basic Badge Swipe information to individuals and cost centers. Badge Swipe reporting is used primarily to measure utilization at a building level. Refer to Badge Swipe.
Sensor imports	This feature is longer supported for Sensor integration; see Occupancy Sensors and Occupancy Sensor API. You can create the Sensor mappings in Serraview by using the Container Utilization Source Mapping Import and the Bulk Raw Utilization Data Import for the activity rows.
BOS import	This import is used with BOS and it is designed to let you import information directly into one or more columns saved against a move row in a BOS Move Plan. Refer to Populate the BOS Move Plan using the BOS Import.
Data point import	This import is used with SVLive Wired and workpoints can be wire-up via the Data Point Import. Refer to Wireup Workpoints, Data Point Import, and 340 Datapoint Import Template Report.
Switch import	This import is used with SVLive Wired and switches can be imported via the Switch import. Refer to Wireup Workpoints and Switch Import.

Prepare an Import File

You can prepare an import file from:

sample import file, refer to Create your own Import File.
import report that contains existing data from Serraview, refer to Download a report and prepare an import.

Download an Import Report

If you want to use an import that contains existing data, then you can download an import report. These reports have been set up to assist with imports. Refer to Download a report and prepare an import and Import Reports.

Configuration

There are a range of configuration settings that your System Administrator may choose to customize to suit your business needs, refer to My Imports Configuration.

Overview