Import Resources

Available From - a required property that defines the date when the resource becomes available.

Available To - an optional property that defines the date when the resource becomes unavailable.

Privacy - an optional property that sets the privacy of the resource. If no value is defined, all resources are imported as available to Active Members. The following values are supported:

• Public
• Active Members

Can You Update Existing Resources?

Yes, you can update existing resources. The import process uses the name of the resource as a unique identifier across all locations. This means that if the system detects that a resource with the same name exists, even in another location, it will try to update it. You can see the number of resources to be added and updated in the summary before hitting the Import button in the final stage.

Step-by-Step Guide

Navigate to Settings/Data & Extensibility and open the Resources tab.

The import process involves four steps:

1. Upload a .CSV file

Download and fill out the template file.

Note that the following columns are:

• Mandatory: Resource Name, Resource Type, Location, Available From.
• Non Mandatory: Floor, Target Plan, Price, Deposit, Parent, Size Area, Size People, Available To, Privacy.

When you're finished, click on the Upload CSV button to import the .CSV file.

2. Validate the data

1. Choose the date format from which Flex will parse the dates. You need to select the date format that you're using in your CSV file.

2. Choose the measurement units (square meters or square feet) from which Flex will calculate the area size.

3. Ensure the columns from your .CSV file match the ones in Flex. At the bottom of the page you'll see two rows of columns. The first row displays the default columns in Flex. The second row displays the columns of the uploaded file. Match the columns from the first row to the columns from the second row. 

If there are any errors or inconsistencies in the data, the system will display a warning and will not let you continue. You'll be able to see a description of the problem, as in the screenshot above. After you identify and fix the problem, you can click on Upload new file and Flex will enter the changed data without changing the rest.

4. When you're finished, click on Validate.

3. View summary

Flex will generate a summary of the data that's about to be added or changed. You can also save your choices as a matching preset for future imports. You will need to click on Save preset CSV, set an Import Settings Name, and then save the changes made.

4. Confirmation

Click on the Import button. You will receive a confirmation of a successful data import.

Rules For Parent Properties

• The parent resource must exist in the organization.
• Any resource of type Meeting Room can be a parent of another resource of the same type if the Allow parent/child relationship option is enabled in this default resource type. Learn how to set up Hierarchical Meeting Rooms
• Any other resource type that represents a zone can be a parent of desks of the default Office Desk type. Learn more about resource types.
• Other desk type resources cannot have a parent and cannot be parents of other resources.

Validation Errors

 The following table lists the possible validation errors and their causes.