Bulk importing Clients, Locations, Blocks & Rows
- Tessa Power (Unlicensed)
- James Barnsley
- Aimee Jay
In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create new clients, 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.
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
.xlsxfile or.csvfileIf you are in a Division or Subdivision, any new records you import will be created as Organisation-level records with ‘Restrict to this division’ switched off. This makes sure you can see your newly-imported records.
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.
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 |
|---|---|---|
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 |
costing_code | The costing code used to invoice work done at this block. | AFARM-STH |
foreign_id | A unique reference to match Tatou data with your third party software. Advanced users only. | ABQ123 |
row_spacing | The space between each row of crops in metres (m). | 1 |
variety | The type or variety of crop. | Sauvignon Blanc |
unit_name | How you count the generic ‘units’ in this block, such as “Plants” or “Bays”. | Plants |
units_max | Total maximum units possible for this block, up to 2 decimal places | 2400 |
units_missing | Total missing or otherwise unworkable units in this block, up to 2 decimal places | 96 |
plants_capacity | Total plants possible in this block | 2400 |
plants_dead | Total dead plants in this block | 96 |
bays | Total bays in this block | 800 |
posts | Total posts in this block | 900 |
poles | Total poles in this block | 450 |
square_metres | Total area of this block in square metres (m2) | 25600 |
hectares | Total area of this block in hectares (ha) up to 4 decimal places | 2.56 |
kilometres | Total row length of this block in kilometres (km) up to 4 decimal places | 3.65 |
harvest_yield | Total expected harvest yield from this block, up to 2 decimal places | 650 |
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 or otherwise unworkable units in this row | 2 |
row_plants_capacity | Maximum plants possible in this row | 120 |
row_plants_dead | Dead plants in this row | 2 |
row_bays | Bays in this row | 30 |
row_posts | Posts in this row | 40 |
row_poles | Poles in this row | 20 |
row_square_metres | Area of this row in square metres (m2) | 630 |
row_hectares | Area of this row in hectares (ha) up to 4 decimal places | 0.630 |
row_kilometres | Length of this row in kilometres (km) up to 4 decimal places | 0.35 |
row_harvest_yield | Expected harvest yield from this row, up to 2 decimal places | 75 |
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.
Clicking CONFIRM will import your file—your changes have instantly been made!