Overview
TELUS Crop Management organises your farm data using Businesses and Holdings.
A Business is the top level of your account structure. Each business controls its own stock centre and product pricing, and keeps its own records for jobs, inspections, trading, and reporting.
A Holding sits underneath a business and is used to group your fields, typically by CPH (County Parish Holding) number in England, Wales, Scotland, and Northern Ireland, or by Herd number for holdings in Ireland, or to separate out land that's part of a contract farming agreement. Every holding belongs to exactly one business..
Fields sit underneath holdings, so the structure flows: Business → Holding → Field.
When you create a new business, an initial holding is automatically set up for it using the details you enter, you don't need to create this first holding separately.
If you manage more than one farm business, see Intra-Business Trading for how trading between your businesses works (available on Advanced and Premium subscriptions), and Managing Users: User Roles & Permissions for how to control what each user can see and do on a per-business basis.
If you're setting up your very first business, see Creating your Business for the full onboarding walkthrough, including how to import existing data.
Managing businesses
Businesses are managed from Setup > Businesses.
Adding a business
Go to the Setup module.
Select the Businesses icon.
Select + New Business.
Enter the required information and confirm.
Select the new business from the list and add its Address details by selecting the edit pencil.
Editing business details
Go to the Setup module.
Select the Businesses icon.
Select the business you want to edit from the list — a details panel will open.
Update the fields as needed:
Business name — set during onboarding, but can be changed at any time.
Address — your business's address, including a contact telephone number.
Holdings — see "Managing holdings" below.
Importing a Business
If you already manage your farm records in Gatekeeper Desktop or TELUS Farm Management, you don't need to set up your business from scratch, you can import your existing business, holding, and field structure instead.
Where to find it
From Setup > Businesses, select + Import Business (this option is available to account administrators who aren't part of a connection). This opens the Import Business window, where you choose the source of your existing data:
Gatekeeper Grower – you're migrating your own data from Gatekeeper Desktop
TELUS Farm Management Grower – you're migrating your own data from TELUS Farm Management
Gatekeeper Agronomist – your agronomist is migrating your data from Gatekeeper Desktop
TELUS Farm Management Agronomist – your agronomist is migrating your data from TELUS Farm Management
What gets imported
Importing brings across your business structure (Business, Holding, and Field), along with historical records such as soil sampling inspections, and optionally your completed operations/activities — each step-by-step guide below explains the process for your source system.
After you start an import
If your agronomist is migrating data into your account on your behalf, you'll need to review the Migration under the notification bell and select Approve before the import can proceed, or Reject if something isn't right, which cancels the import. If you're migrating your own data, the Migration Status page lets you track progress as it happens. If any products or activities in your existing data can't be automatically matched to those in TELUS Crop Management, the import will pause so you can review and confirm the correct match before it continues.
Choosing import at setup
If you plan to bring in existing records from Gatekeeper Desktop or TELUS Farm Management, choose the relevant import option when you first set up your account rather than creating the business manually first — a manually created business generally can't be linked to a later import.
Step-by-step guides
For full walkthroughs of each import route, see:
💡Importing a business is different from manually adding one (see "Adding a Business" above), importing is only for bringing in existing records from Gatekeeper Desktop or TELUS Farm Management; it isn't a general file or spreadsheet upload feature.
Managing holdings
Holdings let you group fields under the appropriate CPH number. You may need more than one holding if your business has multiple CPH numbers, or if some fields are part of a contract farming agreement. Holdings are set up within a business, and each field is linked to a holding when it's added.
Choosing a region for a holding
When adding or editing a holding, you'll be asked to select a Region. This determines which field identifier you'll be asked for when you add or edit fields under that holding:
England, Wales, and Northern Ireland: Map Sheet/NG number.
Scotland: 12-digit Scottish LPID.
Adding a holding
Go to the Setup module.
Select Businesses.
Select the business you want to add a holding to.
Select the Holdings section.
Select the edit pencil
Select Add New Holding.
Enter the holding's Name, CPH number, and Region.
Select the tick to save and close.
Editing a holding
Go to the Setup module.
Select Businesses.
Select the business the holding belongs to.
Select the Holdings section.
Select the edit pencil Edit the holding's details as needed.
Select the tick to save and close.
Deleting a holding
A holding can only be deleted once it has no fields linked to it. If you want to delete a holding, first reassign any fields belonging to it to a different holding.
Go to the Setup module.
Select Businesses.
Select the business the holding belongs to.
Select the Holdings section.
Select the bin icon next to the holding.
Select the tick to save and close.