In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create new clients, client locations, 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.
Before You Start
Download a copy of our template spreadsheet file to get started. You can open and edit this file using a spreadsheet program such as Microsoft Excel, or Google Sheets.
| Note |
|---|
Make sure to save your spreadsheet as a |
Step 1: Fill in the Details
Importing this spreadsheet into Tātou will let you create or update blocks in bulk, along with their parent location and client. Simply create a new row for each block at each location, and fill out the appropriate client and location details. A list of the spreadsheet fields and what they mean can be found below:
Field Name | Purpose | Example |
|---|---|---|
division | The name of the division. If a division with this name doesn’t already exist, it will be created. | South Island |
subdivision | The name of the subdivision. If a subdivision with this name doesn’t already exist, it will be created. | Marlborough |
client_name (required) | The name of the client. If a client with this name doesn’t already exist, it will be created. | Acme Inc |
client_code | A short name for your client. | ACME |
client_costing_code | The costing code used to invoice work done for the client. | AINC |
location_name (required) | The name of the location. If a location with this name doesn’t already exist, it 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 |
unit_name (required) | How you count the crops in this block, such as “Plants” or “Bays”. | Plants |
total_units | The total number of units in this block. | 2400 |
costing_code | The costing code used to invoice work done at this block. | AFARM-STH |
variety | The type or variety of crop. | Sauvignon Blanc |
row_spacing | The space between each row of crops in metres (m). | 1 |
size | The size of the block in hectares (ha). | 3 |
foreign_id | ABQ123 | |
row name | The name (typically number) of the row, such as “1” or “1A” | 1 |
row units max | The maximum units possible for this row | 120 |
row units missing | The missing, dead or otherwise unworkable units in this row | 2 |
row posts | The quantity of posts in this row | 32 |
row bays | The quantity of bays in this row | 30 |
row length | The length of this row in kilometres (km). | 0.21 |
| Tip |
|---|
Bulk import works for both new and existing clients and locations. Using your import file, Tātou will automatically:
|
Step 2: Import your File
To import your file, open Tātou Office, and find your list of clients by clicking on Admin and then Clients. Click on the IMPORT button, and then click the UPLOAD button to select your file.
| Info |
|---|
If a row in your spreadsheet contains a block that already exists, this row will be skipped. |
| Info |
|---|
If you are using the Bulk Import feature to update existing clients, locations, and/or blocks, click the toggle to change the setting from |
Clicking CONFIRM will import your file—your changes have instantly been made!
Example Import
Our new client Acme Inc has three locations (Acme Farm, Acme Winery, and Acme Orchard) that have two blocks each (North Block and South Block). To quickly import all of these locations and blocks, we create a new row for each block at each location. 2 (blocks) x 3 (locations) = 6 rows, so our spreadsheet will look like this:
division
subdivision
client_name
client_costing_code
client_code
location_name
location_costing_code
name
code
unit_name
costing_code
variety
row_spacing
total_units
size
foreign_ID
South Island
Marlborough
Acme Inc
AINC
ACME
Acme Farm
AFARM
North Block
NORTH
stalks
AFARM-NTH
1
2600
3.2
ABQ123
South Island
Marlborough
Acme Inc
AINC
ACME
Acme Farm
AFARM
South Block
SOUTH
stalks
AFARM-STH
1
2400
3
ABQ123
North Island
Hawkes Bay
Acme Inc
AINC
ACME
Acme Winery
AWINE
North Block
NORTH
plants
AWINE-NTH
Pinot Noir
1.25
3100
2.2
ABQ123
North Island
Hawkes Bay
Acme Inc
AINC
ACME
Acme Winery
AWINE
South Block
SOUTH
plants
AWINE-STH
Pinot Noir
1.25
3150
2.2
ABQ123
South Island
Nelson
Acme Inc
AINC
ACME
Acme Orchard
AORCH
North Block
NORTH
trees
AORCH-NTH
Braeburn
3
100
1.8
ABQ123
South Island
Nelson
Acme Inc
AINC
ACME
Acme Orchard
AORCH
South Block
SOUTH
trees
AORCH-STH
Braeburn
3
125
1.7
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|