Import a tree list

What this is for

Crews can only record trees that are on the lot's tree list. The list usually comes from the forestry office as a spreadsheet. You import it once per lot. Nothing is imported until you have checked it.

Before you start

• The lot exists, and it is active (not closed or void). See Create a lot.
• The file is CSV or XLSX. Other spreadsheet types: open them and save as one of these two.
• Each row is one tree. One column holds the tree number. Other useful columns: species, diameter at breast height, estimated volume, a note, and other numbers on the tree, such as a plate or stamp.

Steps

Open the lot, go to the Trees tab and click Import a catalog. (From Today's checklist, Import opens the same page.) The page shows five Steps.

1. Upload

1. Under Tree list file, choose the file.
2. Click Read the file.

2. Preview

You see The first rows of the file, and a line such as "XLSX file, 412 rows, 7 columns".

• For an XLSX file with several sheets, choose the Sheet.
• For a CSV file, check the Text encoding and the Column separator (Comma, Semicolon, Tab or Vertical bar). If the text looks wrong, change them and click Read again.

Click Choose the columns.

3. Header row and columns

1. Header row: the row number that holds the column names. Type 0 if the file has none.
2. Last row: optional. Use it to leave out a totals row at the bottom.
3. Decimal separator: Point (45.5) or Comma (45,5), as the file writes numbers.
4. Match each field to a column, or Not in the file:
   • Tree number (required)
   • Species
   • Diameter at breast height (cm)
   • Estimated volume (m³)
   • Note
5. Tags: other numbers on a tree, such as a plate or stamp. Click Add a tag column, name the kind (for example plate), then choose its column. Crews can find a tree by its tag as well as by its number.
6. Click Check the file.

4. Check

The file is checked, and nothing is imported yet.

• No problems found: you see how many trees would be imported, and the first few as they will look. Go on to step 5.
• Problems found: a table lists each problem by row and column, as your spreadsheet numbers them. Nothing was imported. Correct the file or the column choices, and check again.

5. Import

Click Import 412 trees (the button shows the real number). When it is done, click See the trees, or Import another file.

Common problems

Tips

• Tree numbers match without leading zeros: 017 and 17 are the same tree. A crew can type either.
• Each import records the file's name and a fingerprint, which proves later which file it was, and keeps the original file. See What an import holds below.
• You can import more trees into the same lot later, for example a second list. Trees already in the lot are refused, so only new ones go in.
• Devices receive the trees the next time they have signal.
• One wrong value? Correct that tree alone with Actions → Correct catalog data… on its page. See Correcting records.
• Not sure about a file? Ask support to look at it with you.

What an import holds

Under Past imports, click an import to open its own page:

• Summary: what it was (Catalog import, Corrected list or One tree corrected), when, by whom, the file and how many rows.
• Advanced details: how the file was read, its columns and its SHA-256 fingerprint.
• Rows: the trees as they were written.
• Download the original file (owners and managers), when the file was kept. Imports made before files were kept say Not kept.

Each download is recorded.

Revise the tree list

Use this when the office sends a corrected list: changed species, diameters or estimates, trees added, or trees taken out.

1. Open the lot's Trees tab, click Import a catalog, and under Past imports click Revise the tree list….
2. Upload the corrected list and choose its columns, as for an import. Trees are matched by their number.
3. Click Check the changes. Nothing changes yet. You see What the list changes:
   • Added: trees new to the list.
   • Changed: each change, field by field, before and after.
   • Retired: trees not on the list and with nothing recorded. They leave the tree list, and devices stop finding them.
   • Kept, have records: trees not on the list but with work recorded. A tree with records is never retired. Check whether the list missed it, or move its records to the right tree.
   • Trees whose tags differ. Tags are reported, not changed.
   • Unchanged.
4. Click Apply changes…, read the summary, and click Apply.

Devices get the corrected list at their next sync. The previous values stay in each tree's history, and the corrected list has its own page under Past imports. A field the list does not carry, such as a missing species column, changes nothing. The same list applied twice changes nothing the second time.

The lot must be active. A closed lot must be reopened first.

If a crew records a tree after it was retired, the record is kept and the lot's checks flag it: Recorded after the tree left the catalog.

Related articles

• Create a lot and choose how logs are coded
• Set up a device
• Checks and flags
• Correcting records