Bulk importing Equipment
- Daniel McCormack
In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create equipment. This handy feature will save you a lot of time setting up, so you can get on to doing what you do best!
Before You Start
Download a copy of our template spreadsheet file to get started. You can open and edit this file 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
Enter the details for your equipment in your spreadsheet. Simply create a new row for each item of equipment, with the appropriate details.
A list of the spreadsheet fields and what they mean can be found below:
Field Name | Description | Example |
|---|---|---|
status | Whether the equipment is active or inactive (hidden). Defaults to active if you leave it blank. | active |
name (required) | Name of the equipment | Gloves |
code (required) | Code of the equipment | GLV |
type (required) | Type of equipment. Must be one of
| Material |
rate_type (required) | The default rate type used to cost and charge for the equipment. Must be one of
| Quantity |
rate | The default rate in $ for the equipment, used for calculating job costs | 0.5 |
invoicing_rate | The default invoicing rate in $ for the equipment | 0.75 |
If you are using the Bulk Import feature to update existing equipment, make sure that the name field matches exactly what you have in Tatou.
Step 2: Import your File
To import your file, open Tātou Office, and find your list of equipment by clicking on Admin and then Equipment. Click on the Import button (top right), and then click the Upload button to select your file.
Click Check File. The importer will check the data and report back to you if there are any invalid rows. You will then have the option to Import the valid rows, or Cancel to fix the invalid rows and try again.