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Bulk Upload Resources and Assignments

Save time and reduce manual work by managing your resources, neighborhoods, and user assignments in Kadence with our Bulk Upload tool.

Liza avatar
Written by Liza
Updated yesterday

🛠️Prerequisites

You must be a Global Admin or Building Admin to use this feature.

🧠 What is Bulk Upload?

Bulk Upload lets you:

  • Create or update resources (e.g. desks, rooms, pods, lockers)

  • Configure neighborhood settings (priority access, team schedules)

  • Assign users to resources and auto-book them in advance


🎥 Prefer video?

Watch our step-by-step walkthrough below.


⚙️ How Bulk Upload Works

🧭 Step 1: Navigate to Bulk Upload

  1. Go to Buildings

  2. Click Edit Building

  3. Select Bulk Upload

You'll see 3 sections:

  • Resources — Create/edit resources and neighborhoods

  • Neighborhoods — Configure rules and access for teams

  • Assignments — Assign specific users to resources per day


📄 Step 2: Download a Template

Choose from:

  • 📥 Existing Template – Pre-filled with your current setup (great for updates)

  • 📥 Blank Template – A fresh start (ideal for new customers/buildings; only available for Resources)

Existing templates are sent to your email after download.


✍️ Step 3: Fill Out the Template

Use our Template Guide to understand each column and what’s required.

✅ Be consistent with IDs and naming to avoid validation errors
📌 Check the example tab in each CSV for guidance


🚀 Uploading Your File

🗂️ Step 4: Upload Your CSV

  • Drag and drop the file or click to browse

  • Your upload will begin auto-validating


🧠 Step 5: Review Validation Results

Kadence automatically checks your file and highlights:

  • Errors — Must be fixed or row will be skipped entirely (e.g. missing required fields)

  • ⚠️ Warnings — Optional issues (e.g. name changes)

For each issue, you’ll see:

  • Row and column number

  • Description of the issue

  • Option to download the error list as a CSV

You can:

  • Upload a corrected file

  • Proceed while ignoring warnings

✅ Progress is saved in the background — you can leave and return anytime.


🛠️ Step 6: Process the Upload

Once validated:

  • Changes are applied in real-time

  • A progress bar shows how many rows are complete

  • You’ll receive an email when processing finishes

Any failures will be listed with a downloadable error report.


🎉 Step 7: Done!

After upload, you’ll see:

  • ✅ Number of successful updates

  • ❌ Any failed rows with reasons

  • 📥 Option to download the failure list and fix/re-upload


📂 Template Overview

Below is a breakdown of what each template supports and requires.


🪑 Resources Template

Used to:

  • Create/edit desks, rooms, pods, parking, and lockers

  • Manage bookable status and amenities

  • Set neighborhood assignment

  • Connect rooms to mailbox addresses


🧑‍🤝‍🧑 Neighborhoods Template

Used to:

  • Rename neighborhoods

  • Assign teams to specific days

  • Enable restricted or priority booking

  • Set booking durations and access windows


👥 Assignments Template

Used to:

  • Assign users to resources per weekday

  • Automatically generate or cancel bookings for users


💬 Need Help?

For floorplan requests or questions, contact:
📩 [email protected]

For support with anything else, reach out to:
📩 [email protected]

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