Description - A list of all staff and contractors who are located at a property.

Common Data Sources - This is usually an extract from an HR system such as SAP, Peoplesoft, Oracle, or Workday.

Recommended Refresh Frequency – The people data can be updated daily.

Custom Fields - If you have any custom fields to be included, then inform your SpaceIQ Onboarding Manager as custom fields must be configured in Serraview prior to import.

Custom fields that are not part of the original scope of work for the implementation, will be considered a modification that will incur an additional cost. Any modifications will require a change request to be created.

File Updates – Data files can be used to update, add, or automatically archive existing people. All file updates must be full files, no deltas.

If any people are missing in the new import file, then Serraview will automatically archive them.

For more information on how to manage archive candidates, refer to the People Directory and Archive Candidates.

People Import

The People Import requires the following:

Each row must represent a single person.

Identify a Person

The import uses the following columns to identify a person and you must include either all columns or one of the columns in the import.

EmployeeNo
Email
LogonName

EmployeeNo

The EmployeeNo can only be changed using the Person import. If you have an import that is:

Manual - then change the EmployeeNo using the Person import.
Automated - the EmployeeNo must be changed in the source data e.g. HR system such as SAP, Peoplesoft, Oracle, or Workday.

SSO

If your organization is using SSO (Single Sign On) then it is important that you include the column that matches the Logon Identifier that is set in Serraview's Configuration module.

For more information on how to set the Logon Identifier, refer to Configure Default User Role and the Logon Identifier.

Identify a Cost Center

The import uses the Cost Centre column as the identifier which is linked to the org unit hierarchy. If no match is found, then the person's org unit will display as unknown.

For more information on how to correct a person with an unknown org unit, refer to the People Directory.

Data Dictionary

The table below lists the columns and the required columns and values are shown in blue text.

Column Name	Description	Data Type	Max Length	Column Required	Value Required	Unique in this file
Employee ID	Unique identifier of the employee.	Text	50	Yes	Yes	Yes
Email	Work email address	Text	200	Yes	Yes	Yes
LogonName	System Logon for Windows or Mac (Useful for linking to other systems. Required for SVLive)	Text	50	Yes	Yes	Yes
First Name	First name of the employee.	Text	50	Yes	Yes	No
Last Name	Last name of the employee.	Text	50	Yes	Yes	No
Org Unit	Org Unit of the employee and this must match the Org Unit Name data. SpaceIQ recommends you populate the Org Unit value. For more information, refer to People and Org Unit Data Relationship.	Text	20	Yes	No	No
Cost Centre	Cost center of the employee and this must match the Cost Centre Name data. Note the spelling of the column header uses English (UK).	Text	20	Yes	No	No
Team Name	The project team a person may belong to in addition to their org unit. The max length to display in the team name in the VBS is 50.	Text	100	No	No	No
Phone Number	Work phone number	Text	60	No	No	No
Phone Ext	Work phone number's extension number.	Text	60	No	No	No
Mobile Number	Work cell number or mobile phone number.	Text	60	No	No	No
Manager Employee Number	Employee ID of the person's manager.	Text	50	No	No	No
Job Title	Person's job title.	Text	100	No	No	No
Employee Type	Personnel classification such as employee or contractor.	Lookup	200	No	No	No
Mailing Code	Person's work address for receiving mail.	Text	50	No	No	No
Image Url	System Administrators can provide a link to each employee's photograph by setting the URL to the photo (e.g. https://mycompany.com/johnsmith.jpg) the Image URL field. Refer to Add Photography for Employees and Spaces.	Text		No	No	Yes
Opt out of Serraview Live	System Administrators can opt-out employees from Serraview Live. You can use either: Yes/No True/False 1/0 or Blank (false)	Boolean	N/A	No	No	No
Opt-out of Engage	System Administrators can opt-out employees from Engage's search. You can use either: Yes/No True/False 1/0 or Blank (false) Refer to Opt-out an Employee from Engage's Search.	Boolean	N/A	No	No	No
Chat URL	This is the URL used to open the client's messaging service. For example: The Microsoft chat URL is in the following format and the email_address is the employee's email address. https://teams.microsoft.com/l/chat/0/0?users=email_address&topicname=Chat	Text		No	No	Yes
Chat Type	Either: Teams Slack Refer to Set up the Chat Integration.	Lookup		No	No	No
Archive if not in import	This will archive the person if they are not in the import. You can use either: Yes/No True/False 1/0 or Blank (false)	Boolean	N/A	No	No	No
	Any custom fields?

General Information

People Import

Data Dictionary