Templates overview

Templates are pre-designed data maps that facilitate the automation of data mapping in the data import process. Before uploading data into the Envizi™ Supply Chain Intelligence, you must convert client de-normalized data into the templates.

The following table lists all templates, defines their uses, the topics where they are referenced, and indicates when each template is used.

Templates compressed file: Envizi-SCI-templates.zip

Important: If you use Microsoft Excel to edit the CSV files, verify the following:

The format for all the dates in the CSV files is YYYY-MM-DD. If you do not use this format, your upload might fail.
The files are saved in the UTF-8 CSV file format. If you do not save your CSV files in the UTF-8 format, some special characters may be skipped or incorrectly interpreted during the data import process.

Table 1. Templates
No.	Template	Definition	Used when	Topic reference
Master data
1	Product	Defines purchased goods and services. Category and value are used in emissions calculations.	Initial configuration or ongoing changes	Setting up products
2	Supplier	Defines all suppliers of purchased goods and services. Country is used in emissions calculations, and contact name and email is used for Supplier Portal communication.	Initial configuration or ongoing changes	Setting up suppliers
3	Purchasing organization	Defines a purchasing organization and hierarchy, which is used in reporting.	Initial configuration or ongoing changes	Setting up purchasing organizations
4	Purchasing location	Defines all receiving locations of purchased goods and services. All emissions data is aggregated by purchasing location in Envizi ESG Suite. Account-based reporting by default.	Initial configuration or ongoing changes	Setting up purchasing locations
Mapping
5	Product mapping	Defines the 3-level product categories. Emissions factor ID maps the L3 category to the appropriate factor.	Initial configuration or ongoing changes	Assigning product category factors
Transaction data
6	Order line	Individual purchased quantities of products or services. Emissions calculations are performed at the order line level.	Initial historical load or Periodic ongoing load	Adding purchased goods and services data
Supplier data
7	PCF	A life cycle product carbon footprint measures the total greenhouse gas emissions that are generated by a product.	As required	Uploading product carbon footprints (PCFs)
8	Corporate emissions	Report or update supplier Scope 1, Scope 2, and Scope 3 emissions data.	As required	Uploading supplier emissions
9	Emissions targets	Define Science Based Targets initiative (SBTi) greenhouse gas emissions targets and progress.	As required	Uploading emissions targets
10	ESG survey	Report or update supplier status on emissions, waste, social, and employee impacts.	As required	Uploading supplier ESG surveys
Custom factors
11	Category-spend	Template to define or update custom spend based factors by product categories.	As required	Creating custom spend-based factors
12	Category-average	Template to define or update custom average based factors by product categories.	As required	Creating custom average-data factors
13	Supplier	Template to define or update custom spend or average based factors by supplier (category is optional).	As required	Creating custom hybrid factors
Supplier request
14	Survey	Used to manually request a survey from a supplier.	As required	Creating supplier survey requests
15	PCF	Used to manually request a PCF from a supplier.	As required	Creating product carbon footprint requests