Importing Content

The use case provides two types of import content.

  • The ESG Library application allows you to import the following standards/frameworks and their metrics or recommended disclosures.

    • SASB

    • GRI

    • TCFD

    You can also add your own custom metrics to the library.

  • The Sustainable Development Goals application allows you to import the United Nations Sustainable Development Goals (SDGs).

  • The import content contains records for each of the 17 United Nations SDGs as well as records for each of the goal-associated targets. You can choose which level of detail to import. In each record, you can view the metrics in your ESG Library application that are associated with each goal or target. As you create organization metrics, ESG metrics, and metric results from those library records, the associated SDGs are carried down, allowing you to track metric performance against your SDGs.

Import content

  1. From the menu, click > Admin menu > Integration > Data Imports.
  2. To open the Data Import Wizard, in the Manage Data Imports section, select either the ESG Library or Sustainable Development Goals, depending on which content you're importing.
  3. In the General Information section, click Browse.
  4. From the File Upload window, click Add New, and select your .csv file. Click OK.
  5. In the Format Options section, leave all the fields as default, and click Next.
  6. From the General Information section, in the Import Type drop-down list, select Create New Records.
  7. In the Import Field Mapping section, ensure that all the values in the Application Fields row match the column headers. If the value does not match, click the drop-down list for the items, and select the appropriate value.
  8. Click Next.
  9. Ensure that the summary information from the Data Import Wizard is correct, and click Import.
  10. Repeat steps 1 – 9 for each content file that you want to import.