To take your data from your Excel file or other type of file and put it into Farmbrite you will want to take the following steps.
You can import all types of record into Farmbrite, including
- Crop Types
- Nutrient / Sample records
- Accounting Transactions
To Import data from another system:
It might be time consuming to enter records individually. That's why we provide you with the ability to import your data from a spreadsheet. This might also come in handy if you are migrating your data from a different system, or already have your information tracked in a spreadsheet.
To get started, navigate to the area you wish to import data into (the following example shows importing products). From there, click the Import button.
A new window will open that presents step-by-step guidelines for importing your products.
Step 1 is to download the CSV template. Click that link, and you'll see the spreadsheet template downloaded to your computer. Our example screenshot below shows you where the file will likely be shown, but depending on your browser and device, you may need to find it on your computer- check your desktop, downloads folder, etc.
Open the file with your spreadsheet program (probably Excel, or maybe Google Sheets, or OpenOffice), and you'll see column headers for different information about this product. Each row in your spreadsheet is used for a different product. Complete the spreadsheet with any information you'd like to add - some fields are required.
You'll end up with something that looks like this:
Note that not every field needs to be filled out; supply what makes sense for your products. Be sure you've saved your spreadsheet as a .CSV file after you're done adding your products.
Return to Farmbrite, and upload the spreadsheet by clicking the Choose File Button on the Import Records Window. A file selection window will open; find your completed product import .csv file on your computer, and select it.
Farmbrite will analyze the file, and bring you to Step 2 - mapping your fields. Essentially, this step has you connect the fields from your spreadsheet in the left column with standard Farmbrite fields shown on the right. You are basically telling the system that "the data in this column should be added to this specific field". In the example below, the column "title" from the spreadsheet is mapped to the field "title" in Farmbrite. If you used the Farmbrite import sheet, you won't have any work to do here, as the fields will automatically match. You might just verify the mapping, and then click Import Records in the bottom right.
The file will be imported, and you'll be presented with a Results page. You'll be alerted to successfully imported records, and any errors that may have occurred.
If you do encounter any errors, we would first suggest that you check the data you provided in the fields to make sure it matches with the accepted values ( in italics above, in the field definition section of this article). If you think you have everything correct but are still receiving an error, reach out to us and we'll be glad to help!