This bulk uploader can be used to create new Plants in bulk or update Plants in bulk. The Plant uploader is only available in Standalone facilities at this time.
Use this uploader to:
- Import Plants when getting started with Canix
- Update Plant fields such as Custom Growth Phase, Lot ID and Strain
In this article learn how to:
- Import New Plants
- Update Existing Plants
Import New Plants
1. Navigate to Admin > Facility Data Uploader and select “Plants” in the top left hand dropdown. Then select “Download Template”:
From the download template modal, choose “With no existing data” to download the CSV template for Plants.
2. Fill in the template with your Plant data, the following fields are available:
| Field | Description |
| Tag* |
The Tag, or identifier/barcode for the Plant. |
| Facility License #* | Indicates the Facility the Plant exists in or should be uploaded to. |
| Strain* | The Strain/Cultivar of this Plant. This Strain must already exist in Canix. |
| Location* | The Location this Plant exists within. The Location must exist within Canix already. |
| Vegetative Date* | The date the Plant moved into the Vegetative phase, from batch tracking to individual plant tracking. |
| Plant Batch* | The Plant Batch this Plant came from. |
| Flowering Date | Optional field for the date the Plant entered the Flowering growth phase. |
| Destroyed Date | The date the Plant was destroyed. If a destroyed date is added to a Plant it will show up under the destroyed Plants view in Canix. |
| Custom Growth Phase | Optional field to indicate a Custom Growth Phase. The Custom Growth Phase must already exist in Canix. |
| Mother Plant?* | True/False value indicating if the Plant is a Mother plant. |
| Lot ID | Free text field to organize Plants into groups. Use this to indicate the lot/batch/cycle/group/harvest this Plant is a part of. Lot ID is a scannable field in Canix. |
| Notes | Free text field to add any notes regarding each Plant. Use this for notes on health, pest management, or anything your team finds useful. |
See this article for guidance on cleaning data before uploading, including how to handle special characters, spaces, dates, etc.
3. With “Plants” selected as the facility data type, select “Upload”, then “Add File”. Excel and CSV files will both be accepted. Select “Manually Enter Data” to enter data in a table and create multiple Plants at once.
4. Once the data loads, map columns to the columns in your spreadsheet to the corresponding Canix fields. If you used the Canix template the columns will be automatically mapped for you. If you're exporting inventory from a previous software system into Canix, you can upload fields with different names and map those to the corresponding fields in Canix.
5. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool:
Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections.
6. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
7. To view the uploaded data select the link icon next to the data type to view all Plants:
Update Existing Plants
To update Plants start by downloading your existing Plants on the Plants Table in Canix.
Once you've made the changes desired follow the same steps for Importing New Plants, starting with step #2. Canix will recognize the Plant names as existing in the Facility and update those existing Plants instead of creating new ones.
You'll see Plants being updated highlighted in yellow: