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
For new data, download a copy of our template spreadsheet file to get started.
If you already have data in Tātou, download the 'Clients (including Locations, Blocks and Rows)' export to update and add new data.
You can open and edit these files using a spreadsheet program such as Microsoft Excel, or Google Sheets.
Make sure to save your spreadsheet as a .xlsx file or .csv file.
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.
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 | 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 |
Bulk import works for both new and existing clients and locations. Using your import file, Tātou will automatically:
create new clients if they don’t already exist; and
create new locations if they don’t already exist.
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.
If 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 existing clients, locations, and/or blocks, click the toggle to change the setting from Skip Existing Rows to Update Existing Rows.
Clicking CONFIRM will import your file—your changes have instantly been made!
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