Objective

Turn an existing XLSX or CSV schedule into an editable ZenOps draft.

Environment

  • You have permission to manage Scheduling.
  • You have an XLSX or CSV file containing the schedule you want to import.
  • You can confirm the intended people, dates, timezone, and shift or activity labels in the file.

Resolution

  1. Open Workforce Operations → Scheduling, select New Schedule, then choose Import Schedule.
  2. In Upload and Analyze, drop an XLSX or CSV schedule file or select Browse files. If relevant schedule data is on hidden sheets, select Include hidden sheets in AI analysis. Select Analyze file.
    Upload an XLSX or CSV schedule file and choose whether hidden sheets should be included.
  3. Keep the import page open while ZenOps uploads the file, parses its sheets, and analyzes the layout, people, dates, and shift labels. The review step appears when analysis finishes.
    ZenOps shows upload, sheet parsing, and AI analysis progress before opening the review step.
  4. In Review mappings, check Import Readiness and AI Interpretation. Expand View AI assumptions and mapping rationale when you need to check how ZenOps interpreted the file. Confirm the Schedule name, Timezone, Start date, and End date against the source schedule; correct any inferred value that is wrong.
    Review import readiness, AI interpretation, timezone, dates, and mappings before validation.
  5. Resolve People mappings and Label mappings. Match detected names and labels to existing records or complete the offered creation details where appropriate. If the file contains daily hour totals, review the business schedule and productive activity settings used to turn those totals into work intervals.
  6. Select Validate dry run, then inspect the issues and Validated Preview. Resolve blocking issues and decide whether any skipped source rows are acceptable. Select Confirm dry run when the preview matches the schedule you intend to create.
    Important: Review the validated preview

    The import can skip source rows with unresolved issues. Check the issue list and preview before you confirm the dry run and create the draft.

  7. Select Create draft schedule. Open the new draft in the planner, check several representative agents and dates against the source file, and correct any remaining differences before publishing.

The import creates a draft. Agents see only the schedule that is later published. For planner navigation, see How To Review An Existing Schedule.