Import Resources

Introduction

As part of your onboarding with OfficeRnD, we can import your existing resource data with types, locations, target plans, prices, and deposits. This article explains the process and the format we use to import your existing data.

Contents

• What You'll Need
• File Format
• Sample File (Template)
• Add Or Update Imported Data

What You'll Need

• Add and configure your locations under Space/Locations
• Add and configure plans under Billing/Plans

File Format

OfficeRnD lets you import resources from a .CSV spreadsheet file with the following columns:

• Name - the name of the resource.
• Type - the title of the resource, e.g Dedicated Desk. You can view the names of your resource titles in Settings/Resource Types.
• Location - the name of the location. Please note that even if you have one location, you'll need to add its name in this column.
• Target Plan - the name of the target billing plan for that resource. The plan should already be created in OfficeRnD under Billing/Plans. 
• Price (optional) - resource price to override the default plan price. If left unfilled, the default price of the chosen plan will be used. The field should not include the currency of the price. The default organization currency will be used.
• Deposit (optional)- deposit amount to override the default plan deposit. If left unfilled, the default deposit of the chosen plan will be used. The field should not include the currency of the deposit. The default organization currency will be used.
• Size (optional)- the total capacity of the resource. This will affect the occupancy statistics, as it is calculated according to the Size column, which reflects the number of desks. More on how Occupancy is calculated here.
  
  Something else to consider is that although the Size column is optional, it will affect your occupancy. Please note that this is not the square footage of the space and it's not applicable for desks.
• Area (optional)- the total area of the private office/meeting room in square meters (or square feet).
• From Date (optional)- the date after which the resource will be available to your clients. This field can use one of the following date formats: YYYY-MM-DD, DD/MM/YYYY, or MM/DD/YYYY.

Sample File (Template)

You can download a sample/template .CSV file with all columns pre-filled. Feel free to delete the columns you don't need, or leave them empty.