Data Imports (My Imports)
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Overview
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:
Manual Update Assets can be manually updated in the Storage, Lockers, or Parking modules. |
Neighborhood import |
Bulk Update Bulk update the neighborhood data via:
Manual Update Neighborhoods can be added manually, refer to Add Neighborhoods' Allocation Manually or Add the Flexible Team to a Neighborhood. |
Occupancy import |
Bulk Update Bulk update the occupancy of people to teams and/or desks via:
Manual Update Occupancy can be updated manually in Block & Stack (VBS) and/or Workplace Portal. |
Person import |
Check with your System Administrator before creating a Person import as there could be an existing SFTP setup for this import. Bulk Update Bulk update to the person's data via:
Manual Update People can be manually updated in the People Directory. |
Space Type Hierarchy |
Bulk Update Bulk update the space type hierarchy via: Manual Update Space types can be updated manually in Add, Edit, or Delete the Space Types. |
Teams import |
Bulk Update Bulk update teams via:
Notes:
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:
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 and is normally set up first by the Eptura team as the data needs to be pre-processed before loading. 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. Learn more about the import in Badge Swipe. |
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. Learn more in 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. Learn more in Wireup Workpoints, Data Point Import, and 340 Datapoint Import Template Report. |
Org unit import Org unit generic import |
These imports are normally imported using SFTP. These imports update the Organizational Unit hierarchy and learn more about the data in Org Unit Hierarchy Data and the Organizational Hierarchy can be manually managed in the Manage Org Unit Hierarchy. |
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. |
Switch import |
This import is used with SVLive Wired and switches can be imported via the Switch import. Learn more in 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.