Import data without full supplier details
Follow the standard import process described here: Import data
Go to Data> Import> Data
Choose your import method:
Manual entry, or
Select file
In the Supplier Label field:
Enter the supplier's name
If you do not know the supplier name yet, write an identifier or "supplier label" that will help identify the missing supplier later
Note: Identical supplier labels (identifiers) will be grouped together when creating rules that connect data to suppliers in your value chain
Once you have completed the import:
It will be saved and visible in Data> Import History
It will appear greyed out and in italic marked with an (*)
You can assign the data to a supplier later in Data>Supplier Rules
This allows you to capture data now and complete the setup later.
Assign your data to suppliers later
In Supplier Rules, you can match supplier labels as they appear in your data to existing suppliers in your value chain or the ecosystem – essentially creating a data assignment rule.
Note: New transactions with the same supplier label or supplier name will be automatically assigned to suppliers recognised by the rules in place.
You can also view your supplier rules and update them at any time in "Active Supplier rules".
Setting Supplier Rules
Once you have the correct supplier details, you can create a rule that assigns your supplier label to a supplier:
Navigate to Data> Supplier Rules
Locate the list of unassigned supplier labels
Review the list of automatic suggestions based on ecosystem matches
Confirm matches:
Confirm suggested matches
If you don't want to confirm the suggested match, you can select other matches from the dropdown from the suppliers already in your value chain
If the supplier that matches that matches the supplier label is not already in your value chain, select Find or add supplier to find the right match or create a new supplier
⚠️ Important
Updating supplier mappings may affect calculated emissions
You will be notified before any changes are applied