How do I import data?

A data import allows you to mass import your data via a '.csv' file. There are two places within the application that you can bulk upload data from: 

• Data Import page 
• Individual sources

Bulk Uploading Data from the Data Imports Page

• In the top right corner click the dropdown that says your company name and your name 
• Click into the Data Imports option on the menu 
• While on the data imports page Click the "New Import" button  
  
• Select which type of activity you are uploading 
  • Depending on which type you select you will have to format your data differently
  • Currently you can only bulk upload data for one individual location at a time. So if you select office energy you will have to select a location to assign the data to.
• Download the '.csv' template and populate it with your data in the assigned format 
• Upload the completed file 
• Click Next 
• We will then begin processing your data, depending on the size of the file this could take up to 10 minutes. You can navigate away from the process at any point and we will save your progress. 
• Once your data has been processed you will have to review any missing/error fields within the import. 
• If there are errors in your import you will see the line that has the error and why we couldn't process that line. Usually it is because it is an empty line. 
• If you have missing data items, your next step will be to update the missing data 
• Click "Update missing data" 
• Click "Update" on the line item with missing data 
• Input the missing fields 
• Continue these steps until all of your missing data items have been updated
• Your data upload is complete, and you will now start to see your data populate throughout the app. 

Bulk Uploading Data from the Sources Page

• Navigate to the source you wish to import data for in the "Sources" tab 
• Download the '.csv' template and populate it with your data in the assigned format 
• Upload the completed file 
• Click Next 
• We will then begin processing your data, depending on the size of the file this could take up to 10 minutes. You can navigate away from the process at any point and we will save your progress. 
• Once your data has been processed you will have to review any missing/error fields within the import. 
• If there are errors in your import you will see the line that has the error and why we couldn't process that line. Usually it is because it is an empty line. 
• If you have missing data items, your next step will be to update the missing data 
• Click "Update missing data" 
• Click "Update" on the line item with missing data 
• Input the missing fields 
• Continue these steps until all of your missing data items have been updated
• Your data upload is complete, and you will now start to see your data populate throughout the app.