Bulk importing your Tasks and Task Categories
In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create new tasks. 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
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 tasks in your spreadsheet. Simply create a new row for each new task code, with the appropriate details.
A list of the spreadsheet fields and what they mean can be found below:
Field Name | Purpose | Example |
|---|---|---|
task_category_name (required) | Name of the parent Task Category. Will be created if it doesn’t exist. | Pruning |
task_category_code (required) | Code of the parent Task Category | PRU |
task_category_costing_code (required if Type is “Client”) | Costing code for the parent Task Category | WAGES |
task_category_task_type (required) | Type of Task Category. Must be one of the following:
| Client |
division | Division of the parent Task Category | South Island |
subdivision | Subdivision of the parent Task Category | Machinery |
division_private | Whether this record should be hidden from lower divisions. Defaults to | TRUE |
name (required) | Task name | Trim |
code (required) | Task code | TRIM |
hourly_rate | Default hourly rate | 23 |
unit_rate | Default unit rate | 0.25 |
invoicing_hourly_rate | Default hourly rate for invoicing | 30 |
invoicing_unit_rate | Default unit rate for invoicing | 0.4 |
If you are using the Bulk Import feature to update existing tasks, make sure that the task_category_name and name fields match exactly what you have in Tatou.
Step 2: Import your File
To import your file, open Tātou Office, and find your list of task categories by clicking on Admin and then Tasks. Click on the IMPORT button, and then click the UPLOAD button to select your file.
If a row in your spreadsheet contains an task that already exists, this row will be skipped. If you are using the Bulk Import feature to update information for existing tasks, 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!