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, assign emission factors to each expense, and repair any data issues. 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.

From the main menu, select "Data Collection" and click on "Data Import" from the dropdown menu.

Press the “+ New Import” button in the upper right corner of the Data Import section.

A new window will appear. Select the Upstream scope 3 - Spend data

Drag and drop the file with consumption data into the designated area or click to browse for your file. You can upload your export from ERP, expense management, or any other system or fill out the template provided in the top right corner.

Acceptable formats include .csv, .xls, and .xlsx files, with a maximum file size of 5 MB.

After uploading, help the system understand your file and specify how to find all required columns.

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.

We recommend importing and mapping optional fields as well because they help you with assigning emission factors for each expense in the next step.

At this step, you can review and modify the AI's emission factor predictions for your expenses.

AI predicts the emission source and emission factor for each row in the file based on the description, additional description, and supplier name. For each prediction, the system also evaluates the AI's confidence level: higher confidence indicates greater certainty in the prediction's accuracy.

Pay particular attention to entries marked with low confidence during your review. These are the areas where the AI is less sure of its assessment and may benefit from your expertise and judgment. Additionally, larger spending figures could significantly influence your overall carbon footprint and thus merit closer examination. To identify the most critical expenditures, use the sort and filter functionality.

If you override the AI's prediction, the confidence level will change to "Modified", indicating that this row now has a manually selected emission factor:

Exclude spending. If you prefer not to exclude certain spending from your carbon accounting, you can exclude the row from the import by clicking on the eye icon on the right.

The row will then turn gray, and the system will not create a data entry from it.

AI can exclude certain rows by default if it determines that the spending does not belong to a Scope 3 emission source. Expenditures to be excluded include electricity and energy-related emissions, depreciation and amortization, and certain non-emitting financial transactions.

Once emission factors are assigned, 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.

If the system detects issues with the uploaded data, you will need to address them before completing the import. If there are no issues with your file, or the system manages to fix all of them automatically, you will bypass this step.

You can resolve all issues on the "Repair Data" screen, which is shown in the screenshot below.

In the top right corner, a data validation summary displays the number of rows checked, how many passed validation, and how many errors were detected. You must repair all errors to proceed with the import. Some minor errors the system resolves automatically and they will not be displayed on this screen.

Below the summary, a detailed list shows the rows with detected errors, highlighted in red. Once all errors in a row are corrected, it moves to the "Repaired" tab.

How to repair an error:

Click the "Edit row" button to modify the row with an error.

Each error will be accompanied by a hint explaining the necessary correction. After correcting all errors within a row, click the "Save changes" icon on the right. If you resolve all issues on this row, it will disappear from the "Error" tab and will be moved to the "Repaired" tab.

After all errors are corrected and the error count reaches zero, you are ready to complete the import.

With all errors fixed, click “Complete Import”. 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.