Sync Desks from CSV

How to Desks Sync with CSV
Example CSV

Note - Syncing with CSV will import new desks, update existing desks, and remove desks that no longer exist.

How to Desks Sync with CSV

1. Open a WorkplaceManagement project.

2. Open the Sidebar Menu and go to Tools > Project > Import

3. Under the Desks heading, select Sync with CSV.

4. Select a CSV file from the system dialog.

5. On the resulting screen, use the dropdowns on the left to map WorkplaceManagement fields to CSV fields. You'll see a preview of the data available from the CSV file on the right.

6. Select Save to finalize your selections and then select Sync to initiate the process.

Note - key is a required field and must be mapped to a column containing unique values, such as as desk id. The key will be used in subsequent syncs to determine if a record exists, or needs to be updated.

Example CSV
The column headings in the CSV do not need to perfectly match the names of WorkplaceManagement fields, but doing so will enable automatic matching and save time. You can ignore columns in the CSV by assigning them a blank value in the dropdown.

Example link (export as CSV):
http://workplacemanagement.isimsoftware.com/docs/CSV%20Desk%20Template.xlsx