Team Import

Overview

The Team Import allows you to upload information for new or existing teams such as neighborhood, workpoints, is the team a flexi team, target ratio, comments, Workplace Administrators, and tags.

View the Team Import Columns

Before you create a Team Import, review the columns in the import.

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

The options for this import are:

• Create teams when not found? check box - Check this to create a new team for every row of data where the Team does not exist. This option is selected by default.
• Create hoods when not found? check box - Check this to create a new neighborhood for every row of data where the Neighborhood does not exist. This option is selected by default.

Expected Schema

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

Column Details and Requirements

For details on the columns and the Data Dictionary, refer to Teams and Neighborhoods Data.

Custom Fields

• Click the Custom Fields link to view the custom field columns.

For more information about Custom Fields, refer to Custom Fields.

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.