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.
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| Warning |
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Always double-check your import data is accurate and matches the import template exactly. Bulk importing updates a lot of data at once and cannot be undone. If in doubt, upload in small batches and check as you go. |
Step 1: Fill in the Details
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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 | A unique reference to match Tatou data with your third party software. Advanced users only. | 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 |
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