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Bulk importing Tag Scans

In this article, we show you how to use the Tātou Office Bulk Import feature to quickly import your tag scans to a job.



Before You Start

You can open and edit the 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. If in doubt, upload in small batches and check as you go.

When using Tātou Tags

Step 1: Create a new job

Using the Field App, select the tracking type as Tag&Track:

field-tag-track.png

Note that to import Tag Scans using Tātou Tags, the job needs to follow these settings:

field-tag-track-setting.png

Step 2: Fill in the Details

Using the template, simply create a new row for each Tag Scan, and fill out the appropriate details. A list of the spreadsheet fields and what they mean can be found below:

Field Name

Purpose

Example

scanned_at (required)

Date/Time the tag was scanned.

2022-11-18 12:42:02

tag_number (required)

The number/code of the tag.

0001.1234

total_units (required)

The total units for that scan

2

quality

A “pass/fail” field to control quality

Pass

comment

Any tag scan specific comments

Wrong packing

The tag_number needs to follow the format:

0001.1234 (0001 = employee’s tag number, 1234 = sequential number)

Before importing, make sure your employees have default tags assigned. Tātou Office app uses that information to match tag scans with employees.


tatou-default-tag.png
Default Tag: Tātou Office App / Admin / Employees / Employment

Step 3: Import tag scans to a job

Using the Tātou Office App, select the created job, click on the block and import your file:

job-tag-scan-import.png


When using Packhouse Tags (or any custom tags)

Step 1: Create a new job

Using the Field App, select the tracking type as Tag&Track:

field-tag-track.png

Note that to import Tag Scans using Packhouse tags, the job needs to follow these settings:

tag-settings-packhouse-tag.png


Step 2: Fill in the Details

Using the template, simply create a new row for each Tag Scan, and fill out the appropriate details. A list of the spreadsheet fields and what they mean can be found below:

Field Name

Purpose

Example

scanned_at (required)

Date/Time the tag was scanned.

2022-11-18 12:42:02

tag_number (required)

The number/code of the tag.

ABC1234567

staff_id (required)

Employee Staff ID

EMP001

total_units (required)

The total units for that scan

2

quality

A “pass/fail” field to control quality

Pass

comment

Any tag scan specific comments

Wrong packing

Step 3: Import tag scans to a job

Using the Tātou Office App, select the created job, click on the block and import your file:

job-tag-scan-import.png