What if we don't connect with your accounting software

To get the most from Dodo, we'll always advise you to connect your accounting software directly. This allows you to have a real-time view of your emissions, and you can get connected in just a few steps. 

However, if your accounting software isn't supported, we can still help you to calculate your company's carbon footprint. Check out the steps below.

Download your expenses into a spreadsheet

If your accounting software isn't supported, you can download an export of your expenses data into a spreadsheet or CSV file. What needs to be included? Find out below. 

What do you need to include? 

We've provided a simple template which you can use to format your data. At a minimum, you need to include:

• Issue Date: This can also be called the Transaction Date, but it's the date that the transaction was made. It's important to note that the dates need to be in the reverse format YYYY/MM/DD 

• Category: this is sometimes called the Account Name or Activity. It refers to the overall category that an expense relates to (i.e. Business Travel). 

  • You can use the categories that you have assigned in your accounting tool or the ones listed in the second tab in the link above.  

• Sub-Category: this is the sub-category of the expense (i.e. Flight).

• Amount: the total amount you spent and the currency for the transaction. 

• Supplier Name: also known as the merchant name - who you purchased the item from.  

• Optional: A description or summary of what the item is. 

We only need data related to your company's expenses but exclude categories that are unrelated to your supply chain (such as salaries and bank fees). Here's a guide on what expenses to include.

Now upload your file!

Once you have the data ready, you can export this as either a CSV or in Excel. On the platform, go to Measure > Integrations and click on the Manual Data Upload button.  

It will open up a box (below) where you can drag or upload your file.

After the file is uploaded, it will ask you to confirm the headings for each column. This can be slightly confusing but is essential for processing the right data. 

On the left-hand side are the columns of data that you have included, with the name taken from the first row. On the right-hand side are the columns that we use to process your expenses. 

By clicking on the field to the right, you can match these fields. In the example above, there is one column that isn't matched, which is sub_category. To match this, we can click on the button to the right and choose Sub Category to include this column. 

Once this has been updated, you can go ahead and click Save and Finalize to upload your expenses and convert this to CO2!