This article provides step-by-step guidance on how to bulk import data to calculate scope 3 emissions.
To import data, upload a .csv, .xls, .xlsx spreadsheet file. To assist you in assigning emission factors, AI will analyze your data and automatically populate all the emission factors for you; you'll just need to review them.
Below you can read more detailed guidance on each step.
Step 1: Navigate to Bulk Import
From the main menu, select "Bulk Import" and click on the button "+ New Import" on the top right
Step 2: Choose the Import Type
Select your Import Type. In this scenario to calculate your Scope 3 upstream emissions based on spend data select:
Upstream scope 3 - Spend data
Step 3: Download Template
According to the type of Import selected the template will become available for download. The template will show which columns are needed and the correct way of formatting data.
Step 4: Fill the template
You find more instructions here: How to prepare your file for import
Step 4: Upload filled template
Drag and drop your filled template with spend data into the designated area or click to browse for your file. You can obtain spend data form ERP exports, expense management, or any other system you use.
Acceptable formats include .csv, .xls, and .xlsx files, with a maximum file size of 5 MB.
Step 5: Match Data Columns
After uploading, the system will pre-fill matching columns and request to match any extra column or column name not matching. To do this, for each field on the left, select a column name from your file in the “Your Column Headers column”. To continue, you need to select your column names for all required fields. If you want to import optional fields, then select column names for them as well.
Importing and mapping optional fields will help you with assigning emission factors for each expense in the next step.
Step 6: Validate Data
Once the file is uploaded, the system verifies the accuracy of all other fields in each row, ensuring that all dates are in the correct format, no mandatory fields are omitted, and so on:
You will visualize the numbers of rows with zero issues and the rows that need to be reviewed and fixed.
The Error Report will be available to download in order for you to know exactly which are the issues found and how to fix them. For more instructions click on Handling error reports
After fixing the errors in the original file, in the second section of the page you can drag and drop your new file with all the issues fixed to proceed with the process.
If there are no issues with your file, or the system manages to fix all of them automatically, you will bypass this step.
Step 7: Assign Emission Factors
At this step AI will have assigned the emission source and emission factor for each row in the file based on the description, additional description, and supplier name.
However some entries would need some additional review if AI is not highly confident.
Download the file with the emissions factors to review
The rows marked in red showing at the top are the ones which need to be reviewed
Check the description and correct Category (column B) and Emission factor name (column C). You'll find some guidelines at this link
Reupload the file reviewed
Step 8: Complete the Data Import
With all Emission factors reviewed, click “Submit for Calculations". The file status will update to 'Submitted', and the system will begin processing your data. Every file row will lead to the creation of a new data entry and the start of the calculation processes.
You can see your import at the top of the table. The "Entries Created" column shows the number of data entries made for each import. By clicking on the number in this column, you can directly access the list of those specific data entries.