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Onboarding from scratch - Platform set up and configuration

Updated over 2 months ago

Your sustainability journey with Klappir started before you even opened the platform. When you sign up, you shared basic information about your organization (legal entity) which has found its way in your Klappir Platform workspace.

📩Login email: Once signed up, your welcome email is waiting for you in your inbox with the direction for you first login.

  • Login and open the platform: Welcome! You are now seeing your Klappir Platform for the first time and it is … a blank workspace. What now?


💡 Fill in the blank - Understanding your starting point

The Klappir platform is YOUR sustainability tool. Our goal is to empower you to become a superuser of the Klappir platform – the master at the helm of your own sustainability journey. But where are you in your sustainability journey, and where are you heading?

Just like any new undertaking, onboarding and starting to fill in the blanks of your Klappir workspace can take anywhere from a few days to a few weeks – it all depends on your data availability, how much time you can dedicate, and the resources you have supporting you.

Before diving into data, take the time to review your sustainability organizations’ sustainability work. From your operational boundaries, and organizational structure, and your existing disclosures, to your purpose, goals and ambitions for your upcoming yearly sustainability cycle.

This overview of your sustainability ambitions and performance is the basis for your Impact Profile in the Klappir Platform. Think of the Impact Profile as your Sustainability Passport ID – a clear, data-driven representation of your environmental, social, and governance (ESG) impact. Your Impact Profile is your chance to become visible in the entire Klappir Ecosystem – sharing your desired trusted window into your disclosed sustainability performance and ambitions.

🏷️IMPACT PROFILE: Time to start filling the blanks in your Klappir Platform workspace.

  • Head to Organisation>Impact Profile to review or update your organization's sustainability profile to reflect your sustainability ambitions and performance.

  • Complete your Impact Profile to provide an overview of the completeness of your sustainability journey, highlighting where you currently stand in terms of policies, practices, and disclosures.

  • Review your Impact Profile Summary to ensure your organization is represented correctly (including your country, sector and publicly available information).

  • The About section is your window to highlight your current sustainability summary and your sustainability ambitions. We recommend you share a Sustainability Summary presenting your Environmental (E), Social (S), Governance (G), and Economy (Performance & Resilience).

  • Answer your Impact Profile disclosures to provide an overview of the completeness of your sustainability journey, highlighting where you currently stand in terms of policies, practices, and statements.

Example: About Klappir

Klappir is an Icelandic sustainability software company founded in 2014 that develops a cloud platform for ESG data management and reporting. The company is headquartered at Hlíðasmári 3 in Kópavogur, operates a Nordic branch in Copenhagen, and has been listed on Nasdaq First North Iceland since 2017.

Sustainability summary

Klappir’s contribution is primarily enablement: it builds software that turns operational data into auditable sustainability accounting and disclosures. The platform supports ESRS-aligned statements, consolidated group reporting, due diligence on suppliers, and investor-focused financed-emissions accounting under PCAF. For assurance readiness it embeds an audit trail and an ISAE 3000–based approach to verification. Internally, the company presents a mission-centered culture and publishes a combined financial and sustainability calendar; non-financial information is issued in a separate sustainability statement.

Environmental (E)

Rather than publishing a large operational footprint, Klappir focuses on features that help clients measure and reduce theirs. The platform models organizations and subsidiaries, automates data imports, and produces ESRS-, ESG- or VSME-aligned statements. It includes supplier due diligence with EESG scoring, transaction-level traceability, and classification via UNSPSC. Investors can calculate financed emissions using PCAF methods inside the same system.

Social (S)

Public materials emphasize a people-centric culture, customer support, and education. The company highlights SDG 17 partnerships, an expanding user community, and hands-on onboarding and advisory to help teams manage pay-equity analytics, health-and-safety metrics, and broader workforce indicators inside the platform where relevant to each client’s scope.

Governance (G)

Klappir states compliance with Icelandic corporate-governance guidelines and publishes audited consolidated financial statements. The 2024 accounts note a board that is 60% women and 40% men. As a listed company it provides investor updates and calendars, and separates non-financial disclosures into a dedicated sustainability statement.

Economy (Performance & resilience)

For 2024 Klappir reported operating revenue of ISK 553.7m after a periodical revenue allocation adjustment, EBITDA margin of 19.4%, and net profit equal to 6.2% of revenue; assets were ISK 913.4m with an equity ratio of 44.8% and cash of ISK 265m at year-end. Management’s release notes net profit of ISK 31.8m when including the periodical allocation in the comparison. The accounts also disclose an EUR debt facility from NEFCO, supporting product development and growth. With a growing installed base and a First North listing, the company focuses on Nordic expansion and planned international capital-market steps.

💡 Fill in the blank - Data foundations

Think of sustainability accounting like managing your own household.

Just like you keep track of your bills and amenities – electricity, heating, water, and waste — your organization does the same, only on a larger scale.

Before you can improve efficiency or reduce costs at home, you first need to understand what you’re using and where it’s coming from. The same goes for sustainability accounting: You measure your energy use, emissions, waste, and resource consumption to understand your impact – then plan how to reduce it.

But to manage it well, you first need good data. Your bills and meters at home are your data sources – they show what you consume and what it costs. In the same way, your organization’s data – from energy meters, invoices, and supplier information – forms the foundation of your sustainability accounting.

Before you can reduce emissions or improve efficiency, you need to choose your focus depending on what is material to your organization and build that data foundation: This is where your sustainability journey begins — by making the invisible visible.

For example, data might include the liters of diesel your delivery trucks consume each month, the kilowatt-hours of electricity used in your office buildings, or the amount of raw material purchased from a supplier and shipped across the globe. Each of these data points forms part of the overall picture of your environmental impact.

📊Data foundations: Time to start filling the blanks in your Klappir Platform workspace.

Task 1: 🚗 Put in your vehicles: Let’s start by adding the cars you own or control into the platform.

1. Head to Import>Assets> Vehicles

2. Choose Vehicles to start adding and managing your fleet.

3. Select “Manual Entry” to input vehicle data directly in the platform.

💡 Manual import works best for small fleets.

4. To work on your data in your own time, download the Excel template (.xlsx).

Fill it out offline, save your progress, then “Select Files” to upload your completed

sheet.

6. Click Complete Import to finalize your upload.

7. When ready, hit “Submit”.

8. Review your imported assets under Organization>My Assets to confirm everything looks right.

9. From My assets you can view your car imports and review that all your information is accurate and up-to-date. Simply click on your Asset's name to access its information.

Here you can see an example of asset organization or grouping: Vehicules

Grouping assets is a powerful feature for organizing and analyzing data more effectively. By categorizing assets into groups, you can streamline reporting, enhance analytics, and gain deeper insights into various aspects of your operations.

Select the assets you want to group and click “Add to group”>Create your groups. Once you’re happy with your grouping system, you can simply assign your assets to existing groups.

For instance you can choose to group your cars according to their fuel type and their primary use (Employee car, Office car, Delivery Car, Diesel, Petrol, Hybrid).

Task 2: 🚗⛽ Now it’s time to connect your data. Identify the fuel suppliers your organization works with and link them to the vehicles they provide fuel for.

This step helps you map the flow of fuel across your fleet — showing who supplies it, to which vehicles, and how that connects to your overall fuel consumption data in the Klappir Platform.

Linking suppliers strengthens traceability and ensures accurate emissions accounting across your value chain.

Note: Do you have an electric car? You can add them at a later stage.

Find your suppliers

  1. Head to Value chain>My value chain. Your supplier may very well already be in the Klappir Ecosystem (already working and sharing information with other Klappir Ecosystem Steward).

  2. Explore the Ecosystem. Look for your suppliers in Value chain>My value chain>Explore ecosystem. If you find them directly in the ecosystem, simply pursue to select “add to my value chain”.

  3. Can’t find your supplier? If your supplier is not yet part of the Ecosystem, click “Add Supplier”, enter the basic information required, and press Create.

  4. Review your imports. Once added, head back to Value Chain> My Value Chain to review your suppliers and ensure everything looks correct.

Task 3: ⛽ Importing your suppliers’ fuel data car consumption in your system.

  1. Once you have mapped all your fuel suppliers for your cars, head to Value chain>My value chain. There you can see which one of your suppliers has an ecosystem data connection (a public connection that is available for anyone to activate data streaming into your system – visible as a blue dot in the platform).

    1. Activate data connections where available: How to activate a data connection?

  2. If your supplier does not have an active data connection?

    1. Find a data file with fuel consumption from your suppliers for 2025 so far. How can I request data from suppliers if no data connection exists?
      ⚠️ Note: Identify who your internal data owner is – or who in your organization already manages this information. Check internally whether these documents already exist before you start collecting new data.

    2. Head to Imports>Data>Fuel. Once you have the fuel consumption data from your suppliers, import with “Select Files” to upload your completed sheet.

    3. Match column if needs and make sure that all your entries are formatted correctly.

    4. ⚠️ Note: Once your data is imported, it cannot be edited directly in the platform. We recommend reviewing and keeping a copy of your file before importing (Export as Excel).

    5. Click Complete Import to finalize your upload.

    6. When ready, hit “Submit”.

Task 4: 🏣Put in your buildings: Let’s keep building your workspace by adding your buildings you own or control into the platform.

Note: All asset, supplier, and data imports follow the same workflow. Simply repeat the same data-foundation process (as seen in steps 1, 2 and 3).

  1. Head to Import>Assets> Buildings

  2. Choose Buildings to start adding and managing your sites.

  3. Select “Manual Entry” to input buildings data directly in the platform.

    💡 Manual entry works best when you only have a few sites to manage.

  4. To work on your data in your own time, download the Excel template (.xlsx).

    Fill it out offline, save your progress, then “Select Files” to upload your completed sheet.

  5. Click Complete Import to finalize your upload.

  6. When ready, hit “Submit”.

  7. Review your imported assets under Organization>My Assets to confirm everything looks right.

  8. From My assets you can view your building imports and review that all your information is accurate and up-to-date. Simply click on your Asset's name to access its information.

Here you can see an example of asset organization or grouping: Buildings

Tip: For instance you can choose to group your building according to their operational purpose or their location (Offices, Warehouses, Data center, factories, Iceland, Denmark).

Task 5:🔌 🏣🚿🔥Now it’s time to connect your data. Identify the electricity, water and heating suppliers your organization works with and link them to the buildings they provide resources for.

Find your cold, hot water and heating suppliers

  1. Head to Value chain>My value chain. Your supplier may very well already be in the Klappir Ecosystem (already working and sharing information with other Klappir Ecosystem Steward).

  2. Explore the Ecosystem. Look for your suppliers in Value chain>My value chain>Explore ecosystem. If you find them directly in the ecosystem, simply pursue to select “add to my value chain”.

  3. Can’t find your supplier? If your supplier is not yet part of the Ecosystem, click “Add Supplier”, enter the basic information required, and press Create.

  4. Review your imports. Once added, head back to Value Chain> My Value Chain to review your suppliers and ensure everything looks correct.

Task 6: 🚿🔥 Importing your suppliers’ electricity, cold, hot water and heating data building consumption in your system.

  1. Once you have mapped all your electricity, water and heating suppliers for your buildings, head to Value chain>My value chain. There you can see which one of your suppliers has an ecosystem data connection (a public connection that is available for anyone to activate data streaming into your system – visible as a blue dot in the platform).

    1. Activate data connections where available: How to activate a data connection?

  2. If your supplier does not have an active data connection?

    1. Find a data file with fuel consumption from your suppliers for 2025 so far. How can I request data from suppliers if no data connection exists?

      ⚠️ Note: Identify who your internal data owner is – or who in your organization already manages this information. Check internally whether these documents already exist before you start collecting new data.

    2. Head to Imports>Data>Electricity/Cold water/Hot water/District heating. Once you have the resource consumption data from your suppliers, import with “Select Files” to upload your completed sheet.

    3. Match column if needed and make sure that all your entries are formatted correctly.

    4. ⚠️ Note: Once your data is imported, it cannot be edited directly in the platform. We recommend reviewing and keeping a copy of your file before importing (Export as Excel).

    5. Click Complete Import to finalize your upload.

    6. When ready, hit “Submit”.

Task 7: 🏣🗑️ The final blank to fill in for data foundation onboarding – map your waste treatment and disposal to the buildings it is generated from (Growth and Impact Plans only).

Find the supplier responsible for the waste pickup or disposal.

  1. Head to Value chain>My value chain. Your supplier may very well already be in the Klappir Ecosystem (already working and sharing information with other Klappir Ecosystem Steward).

  2. Explore the Ecosystem. Look for your suppliers in Value chain>My value chain>Explore ecosystem. If you find them directly in the ecosystem, simply pursue to select “add to my value chain”.

  3. Can’t find your supplier? If your supplier is not yet part of the Ecosystem, click “Add Supplier”, enter the basic information required, and press Create.

  4. Review your imports. Once added, head back to Value Chain> My Value Chain to review your suppliers and ensure everything looks correct.

Task 8: 🏣🗑️ Importing your suppliers’ waste data for your buildings in your system (Growth and Impact Plans only).

  1. Once you have mapped all your waste suppliers for your buildings, head to Value chain>My value chain. There you can see which one of your suppliers has an ecosystem data connection (a public connection that is available for anyone to activate data streaming into your system – visible as a blue dot in the platform).

    1. Activate data connections where available: How to activate a data connection?

  2. If your supplier does not have an active data connection?

    1. Find a data file with fuel consumption from your suppliers for 2025 so far. How can I request data from suppliers if no data connection exists?

      ⚠️ Note: Identify who your internal data owner is – or who in your organization already manages this information. Check internally whether these documents already exist before you start collecting new data.

    2. Head to Imports>Data>Waste. Once you have the resource consumption data from your suppliers, import with “Select Files” to upload your completed sheet.

    3. Match column if needed and make sure that all your entries are formatted correctly.

    4. ⚠️ Note: Once your data is imported, it cannot be edited directly in the platform. We recommend reviewing and keeping a copy of your file before importing (Export as Excel).

    5. Click Complete Import to finalize your upload.

    6. When ready, hit “Submit”.

Outcome: You've now built the foundation of Sustainability Accounting

If you’re familiar with the Greenhouse Gas Protocol, here’s what you just built the data foundation for the electricity, fuel, water, and heating used in the assets you own or control. These operational activities form the basis of your Scope 1 and Scope 2 emissions.

Your waste data, on the other hand, falls under Scope 3, Category 5, since treatment and disposal are handled by external suppliers.

🎉 Congratulations – your operational emissions foundation is now in place.

You’re ready for your first onboarding meeting with your Klappir Partner to discuss where you go from here!

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