Check out our Data Upload Guidelines & Template!
Use this link to navigate to Climate Alpha's Data Upload Guidelines, which is also made accessible within the Portfolio Analytics UI (Data Manager ➡️ Assets ➡️ Upload Properties ➡️ *Click Data Upload Guidelines & Template*).
Note: Drag & Drop / Browse files method should only be utilized once your data is formatted in the designated template provided.
To download the template used for your upload, click the hyperlinked Excel file within the first line of instruction "Data Upload Template."
Quick Tip: The data fields are color-coded to indicate whether they are compulsory!