In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create new clients, client locations, and blocks. This handy feature will save you a lot of time setting up, so you can get on to doing what you do best—read on to find out how. Or you can watch the video: https://www.youtube.com/embed/-ZIqsKRSvEg?feature=oembed
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Field Name | Purpose | Example |
|---|---|---|
client_name (required) | The name of the client. If a client with this name doesn’t already exist, a new client will be created. | Acme Inc |
client_costing_code | The costing code used to invoice work done for the client. | AINC |
client_code | A short name for your client. | ACME |
location_name (required) | The name of the location. If a location with this name doesn’t already exist, a new location will be created. | Acme Farm |
location_costing_code | The costing code used to invoice work done at this location. | AFARM |
name (required) | The name of the block. If a block with this name already exists, this row will be ignored (unless the | South Block |
code (required) | A short name for the block. | SOUTH |
costing_code | The costing code used to invoice work done at this block. | AFARM-STH |
unit_name | How you count the crops in this block, such as “Plants” or “Bays”. | Stalks |
total_units | The total number of units in this block. | 2400 |
variety | The type or variety of crop. | Corn |
size | The size of the block in hectares (ha). | 3 |
row_spacing | The space between each row of crops in metres (m). | 1 |
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