In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create new clients, client locations, blocks and their rows. 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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You can open and edit these files using a spreadsheet program such as Microsoft Excel, or Google Sheets.
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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. |
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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 |
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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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