Bulk importing Jobs
- James Barnsley
In this article, we show you how to use the Tātou Office Bulk Import feature to quickly import timesheets into Tātou.
Timesheets are grouped into Jobs based on them sharing the same values in these columns:
date,
start_time,
end_time,
rate_type,
rate,
leader_staff_id,
task,
client,
location and
block.
Before you start
Download a copy of our template spreadsheet file to get started.
You can open and edit the file using a spreadsheet program such as Microsoft Excel, or Google Sheets. These programs can auto-format fields (like dates, times and numbers), so make sure all columns are formatted as ‘plain text’ and follows the requirements below before importing.
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. If in doubt, upload in small batches and check as you go.
Format requirements
Using the template, create a new row for each Timesheet Entry, and fill out the appropriate details. A list of the spreadsheet columns and what they mean can be found below:
Column Name | Description | Example |
|---|---|---|
date | Date of the job. Must be in the format YYYY-MM-DD | 2022-11-18 |
start_time | Start of timesheet. Must be in the format HH:MM | 6:30 |
end_time | End of timesheet. Must be in the format HH:MM | 16:45 |
unpaid_break_durations1 | Number of hours in unpaid breaks taken. Can be a comma-separated list if more than one break was taken. | 0.5,0.25 |
unpaid_break_start_times1, 2 | Start of unpaid breaks. Can be comma-separated list if more than one break was taken. Must be in the format HH:MM | 10:00,14:00 |
rate_type | Rate type of the timesheet. Must be | contract |
rate | Rate of the timesheet in dollars. For | 0.13 |
units (optional) | Number of units worked. | 1234 |
leader_staff_id | Staff ID of the Employee whose job this is. Must be formatted as text, not as numbers to avoid truncating any leading zeroes (eg | ABC123 |
employee_staff_id | Staff ID of the Employee whose timesheet this is. Must be formatted as text, not as numbers to avoid truncating any leading zeroes (eg | DEF456 |
role (optional) | Name of the role the Employee during this timesheet. If left empty it will use the Employee’s default role. | Crew |
task | Name of the task for this job. Must match a task already in the Tatou. | Fruit thinning |
client | Name of the client for this job. Must match a client already in the Tatou. | Alandale Farms |
location | Name of the location for this job. Must match a location already in the Tatou, and belong to the provided client. | Alpha Orchard |
block | Name of the block for this job. Must match a block already in the Tatou, and belong to the provided location. | A1 |
1 Multiple unpaid breaks are only supported for Australian customers. For other customers only the first unpaid break information will be imported.
2 Optional for non-Australia customers