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CSV Upload

To request multiple reports via the openESG platform, you can upload a CSV file containing the required information.

CSV format

You should add a header to the csv file, to dynamically select, which data do you want to provide.

You can select from the following fields.

  • organization_name
  • organization_legal_form (must be one of the following: ab, adoer, ag, eg, ek, ek-ohg, gbr, gmbh, gmbh-co-kg, kg, kdoer, ltd, ohg, other, part-gmbb, partg, se, se-co-kg, sole-proprietorship, stiftung, stiftung-co-kg, ug, ug-co-kg, natural_person. Default: gmbh). Alternatively to the key, one can also pass the name, e.g. GmbH instead of gmbh
  • organization_vat_id
  • organization_court_of_registration
  • organization_commercial_register_number
  • organization_homepage
  • organization_email
  • organization_phone
  • organization_address_line_1
  • organization_address_line_2
  • organization_house_number
  • organization_zip_code
  • organization_city
  • organization_country (must be a ISO 3166-1 alpha-2 country code (e.g. AT, CH, FR). Default: DE.)
  • user_email
  • user_salutation (must be one of the following: dear_mr, dear_mrs, good_day.)
  • user_first_name
  • user_last_name
  • user_phone
  • user_locale (must be one of the following: en_US, de_DE, fr_FR, es_ES or it_IT. Default: de_DE)
  • user_timezone (must be one of the tz database, e.g. Europe/Berlin. Default: UTC)
  • personal_message
  • reason (will be part of a Report to distinguish the purpose of the report)
  • submission_date (must be in the ISO 8601 format (YYYY-MM-DD), e.g. 2024-10-01.)
  • creation_date (must be in the ISO 8601 format (YYYY-MM-DD), e.g. 2024-10-01. Default: current date time)
  • customer_identifier (can be used to filter reports or report requests)
  • provider_notification (must be one of the following: directly, after_esg_risk_check, no_notification. Default: directly)
  • requestor_email (if not provided, the upload user will be used; otherwise, it will be used to check for an existing user in the current organization. If no matching user is found, a new user in the current organization will be created.)
  • requestor_first_name
  • requestor_last_name
  • requestor2_email (If specified, the requestor user is granted additional access to the report request. If it doesn't exist, it will be created in the current organization.)
  • requestor2_first_name
  • requestor2_last_name
  • requestor3_email (If specified, the requestor user is granted additional access to the report request. If it doesn't exist, it will be created in the current organization.)
  • requestor3_first_name
  • requestor3_last_name

The delimiter should be a comma (,) or a semicolon (;).

CSV upload with pre-selected Report Template

Mandatory fields (pre-selected Report Template)

  • organization_name
  • user_email

Example (pre-selected Report Template)

Here is an example with three organizations:

organization_name,organization_legal_form,organization_vat_id,organization_email,organization_homepage,user_salutation,user_first_name,user_last_name,user_email,provider_notification
Test Customer,gmbh,DE123456789,test@customer.de,https://testcustomer.de,dear_mr,Max,Mustermann,max.mustermann@testcustomer.de,directly
Test Company,ag,DE123456788,test@company.de,https://testcustomer.de,dear_mr,Max,Mustermann,max.mustermann@testcustomer.de,no_notification
Test Company 2,ek-ohg,DE123456787,test@company2.de,https://testcomapny2.de,dear_mrs,Jane,Doe,jane.doe@testcompany2.de,directly

General CSV upload

The general CSV upload is based on the regular CSV upload but offers you the option to specify a Report Template per line

Mandatory fields (general CSV upload)

  • organization_name
  • user_email
  • report_template (must be either the ID or the key of the Report Template, e.g. 123 or vsme)

Example (general CSV upload)

Here is an example with three organizations:

organization_name,organization_legal_form,organization_vat_id,organization_email,organization_homepage,user_salutation,user_first_name,user_last_name,user_email,provider_notification,report_template
Test Customer,gmbh,DE123456789,test@customer.de,https://testcustomer.de,dear_mr,Max,Mustermann,max.mustermann@testcustomer.de,directly,11
Test Company,ag,DE123456788,test@company.de,https://testcustomer.de,dear_mr,Max,Mustermann,max.mustermann@testcustomer.de,no_notification,vsme
Test Company 2,ek-ohg,DE123456787,test@company2.de,https://testcomapny2.de,dear_mrs,Jane,Doe,jane.doe@testcompany2.de,directly,vsme