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Step 1 of Bulk Source Material Configuration: How to Import a Materials Create Spreadsheet

Importing and managing material and constituent data in the EHS-Dashboard™ to support chemical usage tracking, air emissions calculations, and constituent reporting.

Before adding Chemical Usage data to your EHS-Dashboard™ it is important to first configure a master list of Materials and Constituents. This enables the EHS-Dashboard™ to calculate Air Emissions and total Constituent use based on your Chemical Usage inputs.

Each Material must have at least 1 Ingredient - even if it is 100% of the material. You can easily import this data in two separate files:  One for Materials IDs and one for Ingredients.

To Import a Materials List: 

    1. Create a spreadsheet with the column headers listed below: (Click HERE for a link to          the example Materials Create Template)

  • Part Number
  • Material Name
  • Unit of Measure - Purchased
  • Volume / Weight per qty - Purchased (<--Conversion Factor)
  • Output Unit of Measure 
  • Density or Specific Gravity
     3. In your EHS-Dashboard™  click on the company icon in the top right corner of the           Navigation Menu:

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    3. Click "Import Data":

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    4. Click "Upload Document":

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    5. Follow these steps in the "Document Import Wizard" :

      - Use the drop down for "Select a Facility" and choose the facility you are uploading            data to, then click "Next":

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      -  Use the dropdown menu for "Select Document Type" to select "Material Safety                    Data Sheets", then click "Next": 

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       - Now click "Browse" to locate the file and upload it. Once attached, click "Finish":

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     - Click "Upload" if the confirmation table is correct. Or click "Restart" if anything                    needs to be changed:

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    6. Once your file is uploaded to the EHS-Dashboard™ - follow the remaining steps to            complete your import.Screenshot 2025-05-23 at 3.27.21 PM

    7. Click "Next" to finish your upload and then move on to Step 2 of the Bulk Source                Material Configuration process.