File Import: Add or Update Companies

TABLE OF CONTENTS

• Overview
• File format
• Companies sheet columns
• Inspecting changes before import

The platform allows you to add or update companies using an Excel file import. To access this feature, navigate to Settings > Import Companies.

Companies export/import page

Overview

Each row in the file represents a company for the active year. If changes are required across multiple years, you must perform separate imports for each year. The type of operation - creation of a new company or updating an existing one - is determined by the Id field.

File format

Companies sheet columns

Id - This field contains the company’s database ID. It can either be empty, to create a new company, or match an existing company’s ID within the year to update that company.

Name - (Required) The company’s name.

PrettyId - (Required) A user-defined custom ID. If a company is being created, the system will search for matches on this ID across previous years. If a match is found in a different year, the system links the new entry to the previously existing company by assigning the same Global ID.

ContactPersonEmail - (Required) The email address of any user associated with the company. Note that the user must already exist in the organization.

Tags - A list of tags to assign to the company, separated by semicolons. Example: tag1;tag2;tag3. Note that these tags must already exist in the tag library with the scope set to supplier.

Country - Use the Alpha-3 country code where the company’s headquarters is located. You can find the list of valid codes here.

Sector - The sector must match one of the sectors from the Sustainable Industry Classification System (SASB), taken from here. These values are stored as a PG list for each product, called Sustainable Industry Classification System - SASB.

Currency - The expected currency code for financial data, following the currency codes set up for the product.

Revenue - The company’s financial revenue data.

Evic - The financial EVIC number for the company.

InvestValueQ1-Q4 - The financial data representing the current value of investments for each quarter, Q1 through Q4.

Inspecting Changes Before Import (Diff View)

After selecting a file, the system will display a Diff View that previews the actions to be taken: create, update, or leave unchanged. This view allows you to inspect what will happen during the import process.

• Create - Shows companies that will be newly created.
• Update - Shows companies that will be updated. Changed cells will be highlighted, and you can toggle a checkbox within the table to view previous values.
• Untouched - Lists companies that will not be affected.

The import will not apply any changes until you click the Upload button.