This bulk uploader can be used to create new Plant Batches in bulk or update Plant Batches in bulk. The Plant Batch uploader is only available in Standalone facilities at this time.
Use this uploader to:
- Import Plant Batches when getting started with Canix
- Update Plant Batch fields such as Custom Growth Phase, Lot ID and Strain
In this article learn how to:
- Import New Plant Batches
- Update Existing Plant Batches
Import New Plant Batches
1. Navigate to Admin > Facility Data Uploader and select “Plant Batches” 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 Plant Batches.
2. Fill in the template with your Plant Batches data, the following fields are available:
| Field | Description |
| Tag/Name* | The Tag, or identifier/barcode for the Plant Batch. |
| Facility License #* | Indicates the Facility the Plant Batch exists in or should be uploaded to. |
| Batch Type* | Indicates whether the Plantings are created from Clones or Seeds. |
| Strain* |
The Strain/Cultivar of this Plant Batch. This Strain must already exist in Canix.
If this is your initial data upload, ensure all strains listed here are also reflected on the Strains tab |
| Location* |
The Location this Plant Batch exists within. The Location must exist within Canix already.
If this is your initial data upload, ensure all locations listed here are also reflected on the Locations tab |
| # of Immatures | The total number of Plantings in the Batch. |
| Planted Date* |
The date the Plant Batch was planted.
Valid date formats include: YYYY-MM-DD, YYYY-M-DD, MM/DD/YYYY, M/DD/YYYY |
| Custom Growth Phase | Optional field to indicate a Custom Growth Phase. The Custom Growth Phase must already exist in Canix. |
| Custom Growth Phase Change Date | The date of the most recent Custom Growth Phase change. |
| Lot ID | Free text field to organize Plant Batches into groups. Use this to indicate the lot/batch/cycle/group/harvest this Plant Batch is a part of. Lot ID is a scannable field in Canix. |
| Notes | Free text field to add any notes regarding each Plant Batch. 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 “Plant Batches” 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 Plant Batches:
Update Existing Plant Batches
To update Plant Batches start by downloading your existing Plant Batches on the Plant Batches Table in Canix.
Once you've made the changes desired follow the same steps for Importing New Plant Batches, starting with step #2. Canix will recognize the Plant Batches names as existing in the Facility and update those existing Plant Batches instead of creating new ones.
You'll see Plant Batches being updated highlighted in yellow: