Download a metric import template

Download and populate a metric import template that you can use for importing historical metric data and tasks. This template includes directions and is formatted specifically for this type of data import.

Before you begin

Role required: sn_esg.metric_manager or esg.program_manager

About this task

The metric import template must be used for importing historical metric data and tasks.

Procedure

1. Navigate to All > Environmental, Social, and Governance > ESG Workspace > Lists > Metric Import templates.
2. Select the metric data upload template from the list and download the metric data upload template by selecting the download icon .
3. Fill out the metric data upload template.
   You can view directions for filling out the template by navigating to the Directions tab of the template file.

   Important:

   If approval is required for any of the imported metric data tasks, select pending for the state and confirm that the Is metric data task required field is set to true.

What to do next

Upload the complete metric import template as part of an metric import job. For more information, see Import historical metric data and tasks.