Uploading purchases: choose a calculation method

Before you start

You need the Editor role in your Dcycle organization.

Steps

Step 1

Click “Data” in the left navigation, then “Categories”, and open the “Purchases and CapEx” category.

Step 2

You land on the “Purchase management” tab, which lists your purchase records with the CO2e and spend totals at the top. Click “Upload purchases” in the top right.

Step 3

Choose “Bulk upload” to import a CSV/Excel file (or “Add manually” to enter purchases one by one). Both start with the calculation method.

Step 4

The “Upload your purchases” panel opens on the “Calculation method” step. Choose one:

• Standard (automatic emission factor) — Dcycle assigns a factor from its databases based on the supplier’s activity. You can upload amounts in euros, kg, units, m³ or tonnes. Use it when you don’t have your own factor.
• Custom (with your own emission factor) — you set your own emission factor directly in the template, no need to create it beforehand. With this method you upload amounts in physical units (kg, units, m³ or tonnes), not euros.

Step 5

Download the template — its columns depend on the method you chose. Either file has two sheets: Template, where you enter one row per purchase, and Valores válidos (valid values), a reference list of the exact values each dropdown-style column accepts. When in doubt about an accepted value, copy it from that sheet.

Step 6 — Standard template

Always fill in the product name, purchase date, “Calculation Method” and “Expense Type” (OPEX/CAPEX). Then add the supplier and its country, the purchase country, and the amount — either “Amount” + “Currency” (in money) or “Physical Amount” + “Physical Unit” (kg, units, m³…).

The “Recycled % [0-1]” column is optional and purely informational — it does not change the automatic calculation. To actually apply a recycled-specific factor to a supplier, use the custom method and set your own factor in its template instead.

Step 7 — Custom template

The custom template is simpler: “Purchased Product”, “Purchase Date”, “Supplier”, “Supplier Country”, “Origin Country”, “Custom Emission Group” and “Custom EF Unit” (the emission factor you want to apply and its unit — you set these here, no need to create anything beforehand), a single “Amount” in that unit, “Expense Type” and “Organization”. There’s no currency and no recycled column, because the amount is always physical and the factor is your own.

Step 8

The “Organization” column only applies to holdings uploading for several subsidiaries — leave it blank to assign the row to the organization doing the upload. Then drag the completed file back into the importer and confirm. To avoid double-counting, don’t upload here anything you’ve already added in another category (combustion, vehicle consumption, charging, electricity, travel, water or waste).