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[Workplace] Import and Export Resources
[Workplace] Import and Export Resources
Updated over a week ago

Workplace allows you to easily import your resources in one go via the Resources Import functionality. You can find it under Settings > Import. Once imported, you can then add them to your floor plans.


Import resources

If there are any errors in your file, they will be shown in red when you attempt to import. Please correct them as per the message's indication and import the file again.

When importing resources, use the Resource Import template under Settings > Import > Resources.

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Add imported resources to a floor plan

Once you have imported your resources, you can open a floor plan and add them to their places.

You will find them on the left pane under Unallocated. Clicking Add to floor plan will select the resource, and you can drop it in its place.

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Export resources

To export resource data from Workplace, go to Workplace Management > Resources and select the resources you want to export. Then, click the Export button and save the .CSV file to your computer:

export rsrs.png

The .CSV file contains the following columns:

  • Name

  • Resource Type

  • Status

  • Location

  • Floor

  • Neighborhood

  • Assignee

  • Assignee Email

When exporting resources, the export file contains fields different from the import template and thus should not be used for re-importing resources.

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