Export & Import Data

Introduction 

Managing your emissions and volumetric quantification starts with data collection, and it also requires being able to update asset inventory and collect monthly operating data. Carbon Hub makes it easy to enter large amounts of data into the platform.

Within the Validere platform, you can use Excel and CSV imports to update existing data or add new data to your assets, such as facilities, equipment, flows, and devices. You can also import monthly data points ,such as records, calculator inputs, and form submissions. 


Supported pages include:

  • Facilities
  • Equipment
  • Records
  • Emissions Calculations
  • Volume Calculations

Export Data

  1. Navigate to the supported pages: Facilities, Equipment, Records, Emissions Calculations, or Volume Calculations. 
  2. Filter the data set using the filter panel (if applicable).
  3. Click on the Export button on the top right to download an Excel or CSV file.

Bulk upload data

  1. Navigate to the supported pages: Facilities, Equipment, Records, Emissions Calculations, or Volume Calculations. 
  2. Click the Import button.
  3. Download the Import template.
  4. Populate data into the Excel or CSV file.

Please note: Certain assets or data sets have strict validation on allowable values for certain attributes, so double check the validation rules by referencing the create or edit screen for the associated Excel file. For example, if you are editing facilities in bulk, reference the “Create Facility” screen in Carbon Hub to see required vs optional fields, as well as allowable picklist values. 

  1. Once data has been populated, import the file into the Validere platform by clicking the Import button in the top right of the table.
  2. Click and drag your file into the data uploader,  or select a file by clicking on the Choose File button.
  3. Click Import Data and wait for the pop-up to confirm the file can be uploaded 
  4. A progress banner will appear that will update once the file is completed. Refresh the page to see the changes applied.

Modify data and import changes

When making modifications to existing data, it is best to start by downloading the data from the  Validere platform. 

  1. Navigate to the supported pages: Facilities, Equipment, Records, Emissions Calculations, or Volume Calculations. 
  2. If applicable, filter the data set using the filter panel.
  3. Click on the Export button on the top right to download an Excel or CSV file.
  4. Modify the data and save changes.

Please note: Certain assets or data sets have strict validation on allowable values for certain attributes, so double check the validation rules by referencing the create or edit screen for the associated Excel file. For example, if you are editing facilities in bulk, reference the “Create Facility” screen in Carbon Hub to see required vs optional fields, as well as allowable picklist values. 

  1. To apply the changes, import your modified Excel file using the Import button in the top right of the table.
  2. Click and drag your file into the data uploader,  or select a file by clicking on the Choose File button.
  3. Click Import Data and wait for the modal to confirm the file can be uploaded 
  4. A progress banner will appear that will update once the file is completed. Refresh the page to see the changes applied.

Debugging Issues

The Validere platform logs and tracks important details of all data imports, including who uploaded the file, the upload status, and data set category. 

  1. Go to the Submissions page under Data Tools in the navigation bar.
  2. Use the dataset dropdown menu  to find the correct data set and filter based on data range.

  1. Clicking on a row will open the submission detail page. 
  2. The submission detail will provide a status for each row in the file. The applicable statuses are 
    1. Created
    2. Updated
    3. Unchanged
    4. Failed
  3. Filter on Failed rows to view the error message.
  4. Fix the data in the Excel sheet using the error message as guidance and reupload the file.