🛠 How to set up your farm by chatting with UPí

With the UPí connector — upCampo's artificial intelligence — turned on in Claude or ChatGPT, the farm's records can be created by chatting. You write "I have fields T1 with 120 ha and T2 with 85 ha", UPí shows what it is going to save, you confirm and the two fields go into upCampo. It works for season, crop, variety, field and field map, planting, activity type, subtype, rain gauge, storage location, product class, product, supplier, equipment type, equipment, employee and opening inventory.

The same records can also be created through UPí on WhatsApp (see How to use UPí on WhatsApp), with the same phrases as in this article — including sending the spreadsheet, the PDF or the field map in the chat.

It is the same record used by the web portal screens: what goes in through the chat shows on the screen right away, and what was registered on the screen UPí can see. It serves two moments:

  • Onboarding — upCampo creates the company, the farm and the first user; the rest of the base the farm builds itself through the chat, in the order UPí indicates.
  • Day-to-day maintenance — adding a field, fixing a product name, deactivating an activity type that is no longer used.
📝 You can send the spreadsheet or the PDF. Instead of typing, attach to the Claude, ChatGPT or WhatsApp chat the field spreadsheet, the product list or the PDF you already have: the assistant reads the file and passes the list to UPí. Check carefully the list that appears before confirming — the one reading the file is the assistant, and a swapped column becomes a wrong record. UPí saves up to 50 items at a time; the assistant splits a longer list into parts.

The path, in four steps

  1. Connect UPí with permission to post, using a user who has permission on the registration screens.
  2. Ask what is missing: UPí checks the farm's progress and tells you the next step.
  3. Dictate each stage, in order, and confirm what it shows before saving.
  4. Fix and deactivate later, in the same chat, whenever you need to.

1️⃣ Before you start

The connector must be turned on with permission to post. On the UPí sign-in screen, the authorization has to include posting, not just querying. How to connect in Claude and ChatGPT is on the UPí in Claude and ChatGPT page. If the connector was turned on for querying only, UPí warns "This connection was authorized for querying only" — disconnect and connect again, authorizing posting as well.

Your user needs permission on the registration screens. UPí follows the web portal's access control screen by screen and action by action, on the farm you are in:

To ask UPí to…You need, on the matching screen, the permission to…
addadd
changeedit
deactivatedelete

The company administrator grants it, on the web portal's Users screen. The user upCampo creates during onboarding already has full access. Anyone without permission on any registration screen does not even see these functions in the chat.

One farm per chat. If you do not name a farm, UPí works on your current farm. If you have more than one, say its name in your first message.


2️⃣ How to start: ask what is missing

Open a new chat and write something like:

💬 "I want to set up my farm in upCampo. What is missing?"

UPí checks the progress — how many records of each kind the farm already has — and says what the next step is. The order is always this one, because each stage uses what was registered in the previous one:

#StageWeb portal screenWhy in this order
1SeasonCrops > Seasoneverything in the crop is by season
2CropCrops > Cropvariety and planting require the crop
3VarietyCrops > Varietyplanting states the variety
4Field and field mapCrops > Fieldplanting is on a field; the map can come with it or later
5Season plantingCrops > Season Plantingwithout it there is no work order or harvest
6Activity typeOperations > Work Order/Activity Typewithout it you cannot post a work order
7SubtypeOperations > Short ID (Subtype)the work order asks for the activity type's subtype
8Rain gaugeCrops > Rain Gaugeto post rainfall
9Storage locationInventory > Storage Locationthe opening inventory goes into a location
10Product classInventory > Product & Service Classthe product requires the class
11ProductInventory > Product & Servicethe opening inventory requires the product
12SupplierInventory > Entityfor incoming invoices
13Equipment typeFleet > Fleet Classificationequipment can have a type
14EquipmentFleet > Fleet / Farm Assetsfor fueling and work order execution
15EmployeeOperations > Employee/Operatorfor work order execution and fueling
16Opening inventoryInventory > Movement (Inbound & Outbound), as a Standalone inboundonly with product and location already registered
💡 You can stop and pick up another day. Ask again "what is missing?": UPí checks the progress and continues from where the farm left off.

3️⃣ What to say at each stage

At every stage UPí shows the list of what it will save and asks for your confirmation first. You can dictate several items at once. The phrases below are examples — write it your own way.


Season

💬 "Register the 2026/27 season, from September 1, 2026 to August 31, 2027."

  • Name, start and end are required. The period is how UPí knows which is the current season when you do not name one.
  • The season applies to all of the company's farms.

Crop

💬 "My crops are soybean, corn and cotton."

  • UPí brings the crop from the upCampo base, which already comes with the growth stages ready.
  • A crop that does not exist in the base — a specific fruit crop, for example — is created with just the name and the type, Annual or Perennial.
  • The crop applies to all of the company's farms.

Variety

💬 "In soybean I will plant M 8644 IPRO and Olimpo. The M 8644 cycle is 120 days."

  • Each variety belongs to one crop. The same name can exist in different crops.
  • Cycle in days and technology (IPRO, RR…) are optional.

Field

💬 "Fields: T1 with 120 ha, T2 with 85.5 ha and T3 with 60 ha, all in the Sede sector."

  • Name and area, in hectares, are required — the area can be left out when the field comes with the map (see below). The sector is optional; a new sector is created on its own.
  • A field name repeated on the farm is rejected.

Field map

The field map also goes in through the chat: by attaching the KML file or typing the points. On WhatsApp, send the KML or KMZ file or the shapefile in a .zip — see just below.

💬 "This is the farm's KML, save the map of each field." — with the file attached to the chat.
💬 "The map of T1 is: -12.500 -55.700; -12.500 -55.6954; -12.491 -55.6954; -12.491 -55.700."
💬 "Register field T5 with this map." — without stating the area: the map's area is used.

  • The map can come with the field registration or later. Sending a new map replaces the previous one.
  • UPí calculates the area from the map. A field with no area takes the map's area. A field that already has an area keeps it; if the registered area and the map's area differ by more than 5%, UPí saves the map and warns you, showing both — then it is up to you: if the map's area is right, ask it to fix the area.
  • If the field does not yet have its point marked on the web portal map, the center of the field map becomes that point.
  • The map shows in the web portal and in the apps, just like one imported through the Field screen.
  • In Claude and ChatGPT you can use KML or the points as text. The shapefile goes through WhatsApp or through the web portal's Field screen.

The whole farm map through WhatsApp. Send the KML, KMZ or shapefile (a .zip with the .shp, .dbf and .prj) and say 💬 "this is the farm map, register the fields". UPí shows a preview before saving:

  • how many fields are new and how many already exist and will only have the map and area replaced, the total area and the sectors;
  • what was left out and why — pieces smaller than 0.1 ha and names repeated in the file;
  • if the file does not include the field names, each one shows as "Field 1, 2…" with the area and a map link, and UPí asks for the names before saving.

With your "yes", UPí saves field by field. A shapefile in UTM or SAD69 is converted automatically; in another projection (polyconic, Albers), export it again in latitude/longitude or UTM.

The map is rejected when:

  • it has fewer than 3 distinct points;
  • the points do not form an area — check the order they were written in;
  • latitude and longitude look swapped. Each point is latitude then longitude; a KML lists longitude first, but UPí converts that automatically.

Season planting

💬 "In the 2026/27 season T1 and T2 get soybean M 8644, and T3 gets corn."

  • One planting per field in each season. If no area is given, the field's area is used.
  • The planting date is optional — it can go in later, when you plant.
  • One variety per field. A field with more than one variety in the same season is registered on the Season Planting screen, in the web portal.
  • To change a planting's season, field or crop, deactivate the planting and register it again.

Activity type

💬 "The types I use are: planting, harvest, burndown, fungicide and topdressing. The harvest must require the machine."

  • UPí starts from the upCampo base templates — soil preparation, planting, fertilization, application, harvest… —, picks the one that matches each name and saves them all at once. The template brings the behavior ready (whether it is planting, harvest, application); the name is the one you gave.
  • You can ask for the work order execution to require equipment, an employee or times.
  • Without an activity type you cannot post a work order — that is why it comes right after planting.

Subtype

The subtype is the Short Identification (Subtype) field of the work order: the subdivision of the activity type, such as the 1st and 2nd fungicide application. In the web portal menu, the screen is Short ID (Subtype).

💬 "For the Fungicide type I use the subtypes 1st application, 2nd application and 3rd application; for Burndown, pre-planting and post-harvest."

  • Each subtype can apply to one or more activity types.
  • The stage (from 1 - Before planting to 8 - Other) and the For requisition flag are optional.
  • A subtype already used in a work order cannot be renamed, because the order stores the name: register a new one. It also cannot be deactivated while it is in a work order, schedule or treatment.
⚠️ Linking the first subtype narrows the list. In the work order, an activity type that has a linked subtype shows only its own; with none linked, it shows all of them. When you link the first subtype to an activity type, the others stop appearing on orders of that type — UPí warns you before saving.

Rain gauge

💬 "I have the Sede rain gauge, which covers T1 and T2, and the Fundo rain gauge, which covers T3."

  • Each rain gauge carries the list of fields it covers.
  • A field covered by two rain gauges is accepted, but UPí warns you: when posting rainfall on that field, it will ask which rain gauge.

Storage location

💬 "The locations are Crop Protection Warehouse and Fertilizer Shed."

  • Silos and fuel stations are registered on the Storage Location screen, in the web portal.

Product class

💬 "Classes: Herbicide, Fungicide, Insecticide, Fertilizer and Seed."

  • UPí makes suggestions based on the classes in the upCampo base, but the class is yours.
  • The class type is one of these: Fuel, Part, Lubricants, Input, Service or Other. Crop protection products, fertilizer and seed are Input.

Product

💬 "Products: Roundup Original in liters, Herbicide class; urea in kilos, Fertilizer class."

  • Name and unit are required. The unit can be given by its code (L, KG, UN, sc, TON…) or by its name (liter, kilo).
  • UPí checks the upCampo base to suggest the unit, class and spelling of the name — but the product is yours: it saves what you confirm.
  • A repeated product code is rejected.

Supplier

💬 "Supplier Agro Insumos Ltda, CNPJ 12.345.678/0001-95, from Sorriso-MT."

  • The supplier is saved as an Entity.
  • The CPF or CNPJ (Brazilian individual and company tax IDs) can be dictated with or without dots; it is saved without punctuation. The new CNPJ, with letters, is accepted.
  • A document repeated in the company is rejected.

Equipment type

💬 "The machine types I have are tractor, harvester, sprayer and truck."

  • It is the record of the web portal's Fleet Classification screen.
  • UPí suggests the names from the upCampo base, but the type is yours.
  • The abbreviation is optional. With it — "TR" for Tractor, for example —, the code of the equipment of that type becomes TR0001, TR0002…

Equipment

💬 "John Deere 6110J tractor, plate ABC1D23, year 2019, diesel, 200-liter tank, hour meter currently at 4,520 hours."
💬 "Implements: Jumil 12-row planter and leveling disk harrow."

  • It is the record of the web portal's Fleet / Farm Assets screen.
  • A machine is created with an hour meter — or an odometer, if it is a road vehicle — and ready for fueling and work orders.
  • An implement is created with no meter and outside fueling.
  • Today's hour meter or odometer reading is only informational: the first fueling is what updates it.
  • A plate repeated on the farm is rejected. Two pieces of equipment with the same name need different plates or codes.

Employee

💬 "Employees: João Silva, tractor driver; Pedro Souza, harvester operator; Maria Lima, sprayer operator."

  • It is the record of the web portal's Employee/Operator screen.
  • The name is required; role, hourly rate, phone and email are optional.
  • A name repeated on the farm is rejected — the name is how UPí finds the employee later, when posting the execution of an order or a fueling.
  • The team, which groups employees, is still put together in the web portal.

Opening inventory

💬 "Opening inventory in the Crop Protection Warehouse: 200 liters of Roundup at R$ 32.50 per liter."

  • It goes in as a Standalone inbound in Movement, with the description "Opening inventory".
  • Only with the product and location already registered, and with each product's unit cost — that is what forms the inventory's average cost.
  • Lot and expiration date do not go in through the chat yet: a product controlled by lot has its opening inventory posted in the web portal.

4️⃣ Fixing and deactivating later

Change — say what changes:

💬 "Fix the area of T2 to 87 ha."
💬 "Rename the product Round to Roundup Original."

UPí finds the record, shows the before and after, and saves only what changed.

Deactivate — say what is no longer used:

💬 "I no longer use the Disking activity type."

The record leaves the lists and the history stays: nothing is deleted. Old orders, movements and reports keep showing the deactivated record.

Query — to check what already exists:

💬 "Which fields do I have?"
💬 "List my activity types."

⚠️ UPí does not deactivate what is in use, and it tells you why:
  • a season with a planted field;
  • a field with a planting in progress;
  • a crop with a variety or planting;
  • a planted variety;
  • a planting that is on a work order;
  • an activity type used on a work order;
  • a subtype used on a work order, schedule or treatment;
  • a class with products;
  • a storage location or product with a balance;
  • equipment used on a work order, maintenance, fueling or invoice;
  • an employee who already has work order execution.

5️⃣ When UPí refuses

Saving is all or nothing: if one item on the list has a problem, none is saved, and UPí tells you which item and why. Fix that item and send the list again. The most common refusals, and what to do:

UPí repliesWhat to do
"Field "T1" already exists on this farm…" The field is already registered. If the idea was to fix it, say you want to change it — UPí will ask.
"Enter the field's area, in hectares, or the field map." The area was missing. Send it again with the number of hectares, or with the field map — then the area comes from the map.
"In the field map, latitude and longitude look swapped…" Each point is latitude then longitude. Reverse the order and send it again.
"That field is already planted in this season." A field has one planting per season. To change the variety, area or date, ask to change the existing planting; to change the crop, deactivate that planting and register another.
"The variety … belongs to another crop." The variety mentioned was registered under another crop. Check the crop or register the variety under the right crop.
"Unit "barrel" does not exist in upCampo. Use one of these: …" Pick one of the units UPí lists.
"Your user cannot add on the "Field" screen…" The permission on that screen is missing. The administrator grants it on the web portal's Users screen.
"This connection was authorized for querying only." Disconnect the connector and connect it again, authorizing posting as well.
📝 In a permission refusal, UPí names the screen by its access control name, which is sometimes shorter than the menu name: Activity type/work order is the Work Order/Activity Type screen, Product class is Product & Service Class, Product is Product & Service, Equipment type is Fleet Classification, Fleet/Equipment is Fleet / Farm Assets, Employee is Employee/Operator and Short Identification (Subtype) is Short ID (Subtype).

6️⃣ What is still done in the web portal

The chat asks for the essentials of each record. Whatever is left out is done on the screen:

  • a field with more than one variety in the same season — Season Planting;
  • silos and fuel stations — Storage Location;
  • inventory of products with lot and expiration date — Movement;
  • teams (putting the team together with the employees) — Team —, and pests, which do not go in through the chat yet;
  • field map by shapefile (.shp) in Claude and ChatGPT — on WhatsApp it goes in, or through the Field screen;
  • any field the chat does not ask for — the nozzle and flow rate setup of the activity type, and so on.
✅ Result:
  • the farm's base comes out ready without anyone having to learn a dozen screens on day one;
  • UPí tells you the next step and follows the right order, so no record is left without what it requires;
  • every save is shown first and confirmed by you;
  • fixing and deactivating day to day becomes a single sentence, without losing the history.

UPí also works on WhatsApp and answers about the whole farm — see what else it does at meet UPí.


❓ Frequently asked questions

Does what I register by chatting with UPí show up in the web portal?

Yes, right away and on the same screens. UPí saves to the same records the web portal uses: a field added through the chat shows up on the Field screen, and a product registered on the screen can be seen by UPí.

Can I send UPí a spreadsheet to register?

Yes. Attach the spreadsheet or PDF to the Claude, ChatGPT or WhatsApp chat and ask for it to be registered: the assistant reads the file and passes the list to UPí, which shows what it will save before asking for your confirmation. Check the list carefully, because the one interpreting the file is the assistant. UPí saves up to 50 items at a time, and a longer list is split into parts.

In what order do I register the farm through UPí?

Season, crop, variety, field and field map, season planting, activity type, subtype, rain gauge, storage location, product class, product, supplier, equipment type, equipment, employee and, last, the opening inventory. You do not need to memorize it: ask UPí "what is missing?" and it checks the farm's progress and tells you the next step.

Can I send UPí the field map?

Yes. Attach the KML file to the Claude or ChatGPT chat, or type the map points of each field, and UPí saves the field map after your confirmation. It calculates the area from the map: a field with no area takes the map's area, and if the registered area differs from the map's by more than 5%, UPí warns you showing both. On WhatsApp you can also send KMZ and shapefile (in a .zip, with the .shp, .dbf and .prj): UPí shows a preview of the fields and saves after your "yes".

UPí saved nothing from my list. Why?

Saving is all or nothing: if one item on the list has a problem, none is saved. UPí tells you which item was refused and why — repeated name, missing area, a unit that does not exist. Fix that item and send the list again.

Does deactivating through UPí delete the record?

No. The deactivated record leaves the lists, but the history stays: old orders, movements and reports keep showing what was recorded. And UPí does not deactivate what is in use — a field with a planting in progress or a product with a balance, for example.

Is there a record of who registered something through UPí?

Yes. Every save appears on the web portal's Access log screen, with your user. For crop, variety, product class and product, the record itself also stores a mark that it was added by UPí and on which date.

Can I use upCampo's entire product list?

No. upCampo's product base is there for UPí to suggest the name, unit and class. The registry belongs to your farm, with the products you use — UPí saves only what you confirm.

UPí says my user cannot add. What should I do?

UPí follows the web portal's access control: to add you need the add permission on that record's screen, to change you need edit permission, and to deactivate you need delete permission. Ask your company administrator to grant it on the Users screen of the upCampo web portal. If the message is "This connection was authorized for querying only", the problem is different: disconnect and connect the connector again, authorizing posting.

Can I register the farm through UPí on WhatsApp?

Yes. Anyone with permission on the web portal's registration screens can register through WhatsApp using the same phrases as in this article, and can send the spreadsheet, the PDF or the field map (KML, KMZ or shapefile) in the chat. See How to use UPí on WhatsApp.