Assign Employees to Neighborhoods in Bulk via Import

Overview

You can assign employees to existing neighborhoods via import. Using a bulk import is an efficient way to add many employees to neighborhoods. Below are examples of how you can use bulk import:

  • Employee doesn't belong to a Neighborhood - An employee who doesn't belong to a neighborhood can be added to a neighborhood.
  • Employee to belong to Muliptle Neighborhoods - An employee who belongs to a neighborhood can be added to another neighborhood (they will belong to multiple neighborhoods).
  • Employee can be moved to another Neighborhood - Employees who already belong to a neighborhood can be removed from the existing neighborhood, and added to another neighborhood (therefore they will only belong to one neighborhood).

Important Note: The neighborhood and employee must exist in SiQ before you import neighborhood seating assignments.

Follow these steps to assign neighborhood seating in bulk via import:

  1. Step 1. Create a CSV file with Employee and Neighborhood Columns
  2. Step 2. Import the CSV File
  3. Step 3. Check the Import History

Step 1. Create a CSV file with Employee and Neighborhood Columns

Import File Format

The import must be set up as a CSV file and contain the following columns:

Column Name Description Column Required?
Employee Email Employee's company email. Yes
From Neighborhood Name

Either:

  • Leave blank if the employee doesn't belong to a neighborhood or if the employee has an existing neighborhood that you don't want them removed from.
  • Enter the neighborhood's name if you want the employee removed from the neighborhood.
No
To Neighborhood Name Enter the neighborhood's name to which the employee will be added. Yes

You can download a sample CSV file at the end of this article. 

Import Examples

Below are examples of how you use the From Neighborhood Name and To Neighborhood Name columns.

Example 1 - Employee doesn't belong to a Neighborhood

In this example, the employee doesn't belong to the neighborhood and you want to add the employee to a particular neighborhood. In the CSV file, the following is specified:

  • From Neighborhood Name column is blank as the employee has no neighborhood.
  • To Neighborhood Name column contains the neighborhood called Inbound Sales Space as this is the neighborhood the employee will be added to.

import_ex1.png

After the CSV file is imported then Liam is added with the Inbound Sales Space neighborhood and when you look at the employee they will display their neighborhood as a label, for example:

ex1.png

Example 2 - Employee to belong to Mulitple Neighborhoods

In this example, the employee who belongs to a neighborhood called Inbound Sales Space can be added to another neighborhood called Corporate Sales Space. In the CSV file, the following is specified:

  • From Neighborhood Name column is blank.
  • To Neighborhood Name column contains the neighborhood called Corporate Sales Space as this is the neighborhood the employee will be added to.

import_example2.png

After the CSV file is imported then Sam is will belong to multiple neighborhoods and when you look at the employee they will display their neighborhoods as a label, for example:

ex2a.png

Example 3- Employee can be moved to another Neighborhood

In this example, the employee who already belongs to a neighborhood can be removed from the existing neighborhood. In the CSV file, the following is specified:

  • From Neighborhood Name column contains the neighborhood called Inbound Sales Space as this is the neighborhood to be removed from.
  • To Neighborhood Name column contains the neighborhood called Outbound Sales Space as this is the neighborhood the employee will be added to.

import_example3.png

After the CSV is imported then Nisha will be removed from their existing neighborhood and added to the Outbound Sales Space and when you look at the employee they will display their neighborhood as a label, for example:

ex3.png

Step 2. Import the CSV File

Click the Manage manage_icon.png icon and then click the Neighborhoods tab.

import_neighborhood_assignments1.jpg

Click the More Actions menu_three_dots.jpg icon and then select Import.

Bulk_neighborhood_import2.jpg

When prompted, you can upload the CSV file, do this either drag and drop the CSV file on to dialog or click the browse link to navigate to and select the CSV file. 

Bulk_Neighborhood_Import_3.jpg

Click the Import button.

neigh_im1.png
You'll see an import summary when the import is complete.neigh_im3.png

Step 3. Check the Import History

If need you can view your neighborhood assignment import history.

Click the More Actions menu_three_dots.jpg  icon and then Import History.

imp_hist.png

The import history displays.

import_history.png

Download a CVS template below