Green Project Technologies

Bulk Upload Overview

What happens to existing data when you upload, and how to remove records.

How imports work

How to build tag names and ref_ids that upload cleanly and update instead of duplicating.

Naming conventions and allowed characters

Columns, rules and examples for the Activities tab of the upload workbook.

Upload reference: Activities tab

Columns, rules and examples for the Tags tab of the upload workbook.

Upload reference: Tags tab

Columns, rules and examples for the Consumptions tab of the upload workbook.

Upload reference: Consumptions tab

Columns, rules and examples for supplying custom emission factors in the upload workbook.

Upload reference: Emission Factors tab

Columns, rules and examples for the Renewables tab of the upload workbook.

Upload reference: Renewables tab

Columns, rules and examples for the Metrics tab of the upload workbook.

Upload reference: Metrics tab

Detailed description of how to setup and use bulk imports

Bulk Uploads

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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