Overview

Makersite needs transaction data to be able to perform Scope 3 Category 1 (Purchased Goods and Services) reporting, which relates to a company's Purchased Goods and Services. However, this data can also be used in other ways, for example to perform Should Costing or supply chain analysis.

Prerequisites

Source Excel file prepared in accordance with data format accepted by Makersite

Import Transaction File

From the main dashboard, go to Additional Makersite Tools > Importer. A list of available importers opens.
Select Transaction Importer from the pop-up window.
Select Upload or drag-and-drop your transaction file onto the Makersite workspace.

As a result, you should see a message confirming the status of your import. When the import process is done (time frame depends on the size of your file), you will get a confirmation e-mail.
Check your registered email address for the notification. It will contain [Makersite] followed by the name of the file you imported as the subject line.

Alternatively, you can navigate to the Jobs page in Makersite to check the status. For more information on how to do this, please see the Different Statuses in Jobs article.

Once the upload is complete, the contents of the file are available in Makersite via My Drive.

Prepare Source File

Follow the format in the table below when preparing your transaction file. If you don't include any of the mandatory fields, your import will fail.

Column	Mandatory?	Format	Description
Date	yes	datetime - do not mix different formats	The date the transaction occurred.
From Site	yes	string	Creates new site in Makersite if not found
To Site	yes	string	Creates new site in Makersite if not found
Amount	yes	float	Amount transacted
Unit	yes	string	Unit transacted
Price	yes	float	Monetary value of the transaction
Currency	yes	string	Currency of the the transaction
Shipping Reference	yes	string	Either this or Item Reference is mandatory
Item Reference	yes	string	Either this or Shipping Reference is mandatory
Name	yes	string	Makersite adds this information on Product Groups and Stock Keeping Units
From Country	no	string	Added to site information in Makersite
Address	no	string	Added to site information in Makersite
Parent Company Name	no	string	Creates a company if not found and creates a link between company and site
Parent Company ID	no	string	Added to company information in Makersite
Site ID	no	string	Added to site information in Makersite
To Country	no	string	Added to site information in Makersite
Parent Company Name	no	string	Added to site information in Makersite
Parent Company ID	no	string	Creates a company if not found and creates a link between company and site
Status	no	string	Status of the transaction.
Cas NR	no	string	Makersite adds this information on Product Groups and Stock Keeping Units
MPN	no	string	Makersite adds this information on Product Groups and Stock Keeping Units
GUID	no	string	Makersite adds this information on Product Groups
PN	no	string	Makersite adds this information on Product Groups and Stock Keeping Units
Weight	no	string	Weight for a Base Unit of the product. Added to Makersite Product Group.
Unit of Weight	no	float	UOM of the weight. Added to Makersite Product Group
UNSPCS	no	string	Product Category. Added to Makersite Product Group
Material Group	no	string	For example Material Group in SAP.
Base Unit	no	string	Base unit the product is measured in. Added to Makersite Product Group.
Description	no	string	Description of the Product. Added to Makersite Product Group.
DEFRA	no	string	Impact value. Works on Table transformation.
AI impact	no	float	Impact value. Works on Graph transformation.
Scope 3 Category	no	float	Categorization value.
Spend Class	no	string	Option to add a label as a field in Site Impact report.
Spend Class Description	no	string
Material Group	no	string	Goes on the Transaction (Site Impact report).
Material Group Description	no	string