Bulk Import your Clients, Locations and Blocks

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.

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:

• client_name (required)

  • The name of the client. If a client with this name doesn’t already exist, a new client will be created.

  • Example: Acme Inc

• client_costing_code

  • The costing code used to invoice work done for the client.

  • Example: AINC

• client_code

  • A short name for your client.

  • Example: ACME

• location_name (required)

  • The name of the location. If a location with this name doesn’t already exist, a new location will be created.

  • Example: Acme Farm

• location_costing_code

  • The costing code used to invoice work done at this location.

  • Example: AFARM

• name (required)

  • The name of the block. If a block with this name already exists, this row will be ignored (unless the Update existing rows toggle is selected).

  • Example: South Block

• code (required)

  • A short name for the block.

  • Example: SOUTH

• costing_code

  • The costing code used to invoice work done at this block.

  • Example: AFARM-STH

• unit_name

  • How you count the crops in this block, such as “Plants” or “Bays”.

  • Example: Stalks

• total_units

  • The total number of units in this block.

  • Example: 2400

• variety

  • The type or variety of crop.

  • Example: Corn

• size

  • The size of the block in hectares (ha).

  • Example: 3

• row_spacing

  • The space between each row of crops in metres (m).

  • Example: 1

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!

Example Import

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 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