Uploading bulk desk assignments with AI Companion

Bulk desk assignment uploads allow admins to add up to 1,000 records at once using a CSV (comma-separated values) file, with a maximum file size of 500 KB. Instead of failing when a file contains errors or missing fields, the system processes valid entries and flags issues for review. You can then use the built-in AI Companion (AIC) to correct errors and fill in missing data using plain language instructions—no manual, cell-by-cell editing required.

Requirements for bulk desk assignment uploads

• Account owner or admin role
• Zoom Workplace with Workspace Reservation enabled
• A workspace data file in CSV format

How to import a workspace data file

1. Sign in to the Zoom web portal as an owner or admin.
2. In the navigation menu, click Workspaces Management, then Workspaces.
3. Click All locations under the Location directory.
4. In the upper-right corner, next to the Add workspaces button, click the 3 dots .
5. Click Import Workspaces with AI.
6. Click the upload box to browse, drop, or paste your CSV file.
   CSV format requirements:
   • Workspace ID
   • (Required) Workspace Name
   • (Optional) Display Name
   • (Required) Workspace Type
   • Calendar service
   • Calendar resource
     Wait for the AI Companion to process the request.
7. On the AI Companion window, scroll down to check the suggestions of the AI.
8. (Optional) Click Apply for individual suggestions, or click Apply all to apply all AI suggestions.
9. (Optional) If needed, you can also edit the workspace name by hovering over it.
10. (Optional) If needed, click Re-upload CSV to upload the CSV file again.
11. (Optional) In the chat box, type Import, Yes, or another confirmation statement, then press Enter or click the Up Arrow button to send your message.
12. (Optional) Click Import.
    You will receive a message saying that the CSV file has been added to the upload queue.
13. (Optional) Click the 3 dots and click Import history to check the upload status.