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.
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Step 1: Fill in the Details
Enter the details for your clients, their locations, and blocks in your spreadsheet. Simply create a new row for each new block, with the appropriate client and location details.
You can use one spreadsheet to import multiple clients with multiple locations, and multiple blocks at each locationImporting 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 |
|---|---|---|
client_name (required) | The name of your client. This field is used to uniquelythe 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 a client’s locationthe 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 for the client. | AFARM |
name (required) | The name of the block in the above location. 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 for the client. | AFARM-STH |
unit_name | How you count the crops in this block, such as “plants” “Plants” or “bays”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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Bulk import works for both new and existing clients and locations. Using your import file, Tātou will automatically: If you are importing locations and/or blocks for an existing client, make sure that the spelling in theclient_name field matches exactly what you have on file
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| Note |
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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.
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Tātou will automatically skip any rows where the block already existsIf a row in your spreadsheet contains a block that already exists, this row will be skipped. If you are using the Bulk Import feature to update information for existing blocks existing clients, locations, and/or existing locationsblocks, click the toggle so Tātou knows not to skip these rowsto change the setting from |
Clicking CONFIRM will import your file—your changes have instantly been made!
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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 would will look like this:
client_name | client_costing_code | client_code | location_name | location_costing_code | name | code | costing_code | unit_name | total_units | variety | size | row_spacing |
Acme Inc | AINC | ACME | Acme Farm | AFARM | North Block | NORTH | AFARM-NTH | stalks | 2600 | Corn | 3.2 | 1 |
Acme Inc | AINC | ACME | Acme Farm | AFARM | South Block | SOUTH | AFARM-STH | stalks | 2400 | Corn | 3 | 1 |
Acme Inc | AINC | ACME | Acme Winery | AWINE | North Block | NORTH | AWINE-NTH | plants | 3100 | Sauvignon | 2.2 | 1.25 |
Acme Inc | AINC | ACME | Acme Winery | AWINE | South Block | SOUTH | AWINE-STH | plants | 3150 | Pinot Gris | 2.2 | 1.25 |
Acme Inc | AINC | ACME | Acme Orchard | AORCH | North Block | NORTH | AORCH-NTH | trees | 100 | Apples | 1.8 | 3 |
Acme Inc | AINC | ACME | Acme Orchard | AORCH | South Block | SOUTH | AORCH-STH | trees | 125 | Oranges | 1.7 | 3 |
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