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What are the manual onboarding methods?

In this article, the different options of manual data management are described.

 

📣 EXCEL TEMPLATE RULES 📣

Please read these before continuing.

  1. Always download and complete a new Excel template, when adding new rows of data. Do not use a previously uploaded Excel template.

  2. If you need to edit or delete existing data, please do this within the manual onboarding section of Sandy.

  3. When uploading an Excel template into Sandy, do not upload the same one more than once, even if you have failed records, as this will cause duplicated data entries. You can add or edit failed records directly within Sandy.

 

In addition to the connection to farm management software, Sandy provides more options for adding and managing your data based on the enterprise type. Hence, we grouped the enterprises into three categories to explain the available options.

 

In Sandy setup > Select your manual onboarding method, select your enterprise to see the available options, and continue the process.

 

 

image (48)

 

Category 1 - Direct data entry in Sandy + Excel import

For all enterprises in this category, you can add and manage your data by adding data directly in Sandy or via Excel import.

  • Arable

  • Permanent Grassland

  • SCE

  • Packhouse

 

image (49)

 

Category 2 - Excel import

The only option for these enterprises is Excel onboarding at the moment. Soon the direct data entry option will become available.

  • Perennials

  • Dairy

  • Beef (suckler)

  • Beef (finisher/rearer)

  • Sheep

  • Pigs

  • Poultry

  • Egg

image (50)

 

Category 3 - Direct entry in Carbon calculator

Please add the data directly to the Carbon calculator for the following enterprises. Soon other methods of onboarding will be available for these enterprises.

  • Woodland (soon will move to Category 1)

  • AD

  • Biochar

  • Infrastructure

     

💡 Tip

Need more help? Get support from our Customer Success team and message us directly within Sandy.