Occupancy Import

Overview

Occupancy in Serraview can be manually updated within the Block and Stack (VBS) or you can involve the business via Serraview's Workplace Portal portal, or you can use the Occupancy Import to update bulk lists of people to teams and people to desks.

View the Occupancy Import Columns

Before you create an Occupancy Import, review the columns in the import.

1. Navigate to Admin Settings > Data Imports > Data Imports.
2. Click the Occupancy Import link.

Expected Schema

3. Click the Show Expected Schema link to view the columns.

Column Details and Requirements

For details on the columns and the Data Dictionary, refer to:

• Requirements for Occupancy Data for Fixed Team
• Requirements for Occupancy Data for Flexi Team
• Requirements for Occupancy Data for Neighborhood

Occupancy Import Report

Use the existing data from either:

• if you are using My Workplace then use 139 My Workplace Occupancy Report
• 305 Import - Occupancy to Desk Report, 306 Import - Occupancy to Existing Team Report
• 307 Import - Occupancy to New Team Report

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.