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Eptura Knowledge Center

Occupancy Import

Level: System Administrator


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

We recommend that if you have flexi team(s) and fixed team(s) that you use two import files as the teams will require different Group 'Desk or Team' columns.

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

We recommend that you delete any columns that are not being used in the import.

Occupancy Import Report

Use the existing data from either:

Prepare an Import File

You can prepare an import file from:

Remember to remove unnecessary cells and worksheets:

  • Remove additional tabs, even if they are blank. If you have more than one worksheet (tab) in your file, the file will not be read.
  • Remove all empty border columns and rows.