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Greenly® enables you to assess and calculate your company's direct and indirect Scope 1, 2, and 3 carbon emissions. 

With the Workiva Platform, you can build chains to automatically download carbon footprint and activity data from Greenly into a table. You can then use the table as a source for a query or spreadsheet connection, such as include in Environmental, Social, and Governance (ESG) or sustainability disclosures.

Note: While you build multiple chains in these instructions, you'll run only one chain — which then automatically runs the others — to download data from Greenly into the table.

Prerequisites

To build these chains, first set up these connectors in Chains:

• Workiva connector
• File Utilities connector
• Tabular Transformation connector
• JSON connector
• HTTP connector

Tip: All of the chains' commands use the default CloudRunner. No GroundRunners are needed.

To enable integration with Greenly, request these from your Greenly administrator:

• Your company ID
• Your account's client ID and secret

Also note the IDs for the Greenly lead sheet Spreadsheet, its Control sheet section, and its connected table.

Build chain to log Greenly downloads

To automatically update the Control sheet section of the Greenly lead sheet Spreadsheet when you download data from Greenly.

1. From Chains, click Create, and select Create chain.
   
   
2. Enter a name and description to help explain that the chain logs data downloads from Greenly, and click Save.
3. From Trigger event, drag Runtime inputs to Start.
4. Select Runtime inputs, and click Edit.
   
5. In Variables, these TextField inputs, with no default values:
   • Range
   • Spreadsheet ID
   • Sheet ID
6. Select Required for each variable, and click Save.
7. From Available connectors, select File utilities, and move Create file to the canvas.
8. Drag a link from Runtime inputs to Create file.
9. Select the Create file command, and click Edit.
10. In Basic info, enter a name and description to help identify the command.
    
11. Enter the command's properties, and click Save:
    

    Property	Value
    Connector	Select the File utilities connector to use.
    Text	Create the text of the log message: Enter Emissions data refreshed on. Select the SystemDateTime variable from Runtime.

12. From Available connectors, select Workiva, and move Write sheet data to the canvas.
13. Drag a link from Create file to Write sheet data.
14. Select the Write sheet data command, and click Edit.
15. In Basic info, enter a name and description to help identify the command.
16. Enter the command's properties, and click Save:
    
    

    Property	Value
    Connector	Select the Workiva connector to use.
    Spreadsheet ID	Select the Spreadsheet ID runtime input from Trigger.
    Sheet ID/name	Select the Sheet ID runtime input from Trigger.
    Data file	Select the Created file output from Create file.
    Delimiter	Select the comma (,).
    Region	Select the Range runtime input from Trigger.
    Use async	Clear this checkbox.
    Use Platform API	Select this checkbox.

17. Click Publish, enter a note about the chain's publication, and click Publish.

Build chains from the Load Data to Wdata template

To start, use the Load Data to Wdata template to build chains to update the table with the data downloaded from Greenly. The Load Data to Wdata template creates chains that work together to:

• Determine whether the dataset already exists in the table
• Update the table with the latest dataset

To create the chains from Templates, open the Load Data to Wdata | Primary chain template, and click New chain.

Build a chain to download data from Greenly

Then, build a chain to download and import data from Greenly.

Step 1. Create the chain

1. From Chains, click Create, and select Create chain.
2. In Setup, enter a name and description to help explain that the chain downloads data from Greenly.
3. In Variables, add these variables, and click Save:

   Name	Value
   Table ID	Enter the ID for the table to upload the data into.
   Greenly client ID	Enter the client ID for your company's Greenly account.
   Greenly client secret	Enter the client secret for your company's Greenly account.
   Greenly audience	Enter https://corporate.greenly.earth/api/v2.
   Greenly company ID	Enter the ID for your company's Greenly account.
   Spreadsheet ID	Enter the ID for the Greenly lead sheet Spreadsheet.
   Sheet ID	Enter the ID for the Control sheet section of the Spreadsheet.

Step 2. Add commands to download data from Greenly

To download carbon footprint data from Greenly:

1. From Available connectors, select HTTP, and move Post to Start.
2. Select the Post command, and click Edit.
3. In Basic info, enter a name and description to help identify the command.
4. Enter the command's properties, and click Save:
   
   

   Property	Value
   Connector	Select the HTTP connector to use.
   Show response	Select the checkbox.
   URL	Enter https://greenly-production.eu.auth0.com/auth/token.
   Content type	Select application/json.
   Body text	Create the text of the payload for authentication: Enter {"client_id":". Select the Greenly client ID variable from Chain. Enter ","client_secret":". Select the Greenly client secret variable from Chain. Enter ","audience":". Select the Greenly audience variable from Chain. Enter ","grant_type":"client_credentials"}.
   Output schema	Enter the sample response: {"access_token":"eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCIsImtpZCI6Im80VnNKMERMdlJhOW0zTWNwZ1BJXyJ9.eyJhdXRob3JpemVkX2NvbXBhbmllcyI6WyJjMTUxYjMwNi0yODY5LTQwM2YtYWY4OS0wMTBhYmJkMTUwNDkiXSwiaXNzIjoiaHR0cHM6Ly9ncmVlbmx5LXByb2R1Y3Rpb24uZXUuYXV0aDAuY29tLyIsInN1YiI6IjM3VFhpRGU3bWxGbGh5cG9yWjlhN1c3Mmt3bkFUMmkyQGNsaWVudHMiLCJhdWQiOiJodHRwczovL2NvcnBvcmF0ZS5ncmVlbmx5LmVhcnRoL2FwaS92MiIsImlhdCI6MTY5NjM2NTgzNiwiZXhwIjoxNjk2NDUyMjM2LCJhenAiOiIzN1RYaURlN21sRmxoeXBvclo5YTdXNzJrd25BVDJpMiIsInNjb3BlIjoicmVhZDphY3Rpdml0aWVzIiwiZ3R5IjoiY2xpZW50LWNyZWRlbnRpYWxzIn0.kA-6hrCShQ7usZhIR2Bl5eBoJHCoKQNc3NvHtv8uRtjDvH2DMdIxQeIsD7_GmT-_b4CxVPxPpEwy24UCTuDTmBQiI9JgKcprp-40uCzOzan2v5U7nXbcT5Z7uiN4QE15kcIevWGuZAQ11K23h_ftISwAOQR18F-kT03mHtklNoGwLZiETze12lTvDjMKy2NzFIUL7CP1yBgtTDoSc3j_oJC_M780Dc_hW_IfuHHDXMXmOdzp9d6lPzOfAhjyb33l5KKho5YjwJGtrCzKU6kRhY4txeMdrAjsx0IZ61ThFezXWJUSqo30_kTSBxG7Dje5TA-B2i0xBhSgcKZB_iFWUg","scope":"read:activities","expires_in":86400,"token_type":"Bearer"}

5. From Available connectors, select HTTP, and move Get to the canvas.
6. Drag a link from Post to Get.
7. Select the Get command, and click Edit.
8. In Basic info, enter a name and description to help identify the command.
9. Enter the command's properties, and click Save:
   
   

   Property	Value
   Connector	Select the same HTTP connector as Post.
   Show response	Select the checkbox.
   URL	Enter https://corporate.greenly.earth/api/v2/activities/audit-export.
   Query string	Create the query string: Enter companyId=. Select the Greenly company ID variable from Chain. Enter &expand=carbonFootprint&limit=100&offset=1.
   Headers	Add this header: In Key, enter Authorization. In Value, select Token_type and then Access_token from the Response output of Post.
   Content type	Select application/json.
   Output schema	Enter the sample response: {"data":[{"activityId":"297b29b1-a474-4fa5-a9fd-f80ff5fd7e4d","ownerCompanyId":"c151b306-2869-403f-af89-010abbd15049","ownerProfileId":"e620cee6-97e2-4f02-8ef1-c928d4cf8649","companyId":"c151b306-2869-403f-af89-010abbd15049","profileId":"e620cee6-97e2-4f02-8ef1-c928d4cf8649","companyName":"Demo for Greenly Certified Partners","fiscalYear":"2022","temporalScopeStart":"2022-11-03","temporalScopeEnd":"2022-11-03","regulatoryMethodology":"BEGESv4","scope":"Scope 3","subScope":"9","subScopeName":"Purchases of goods and services","siteName":null,"actualsEstimate":"Actuals","parentBusinessCategory":"Services purchase","businessCategory":"Bank fees and services","activityName":"comm tenue compte [services bancaires]","activityType":"Expense-Based","source":"Accounting","quantity":5.73,"quantityForSubScope":5.73,"unit":"EUR","conversionFactor1Value":null,"conversionFactor1Name":null,"conversionFactor1InputUnit":null,"conversionFactor1OutputUnit":null,"conversionFactor1Methodology":null,"conversionFactor2Value":null,"conversionFactor2Name":null,"conversionFactor2InputUnit":null,"conversionFactor2OutputUnit":null,"conversionFactor2Methodology":null,"conversionFactor3Value":null,"conversionFactor3Name":null,"conversionFactor3InputUnit":null,"conversionFactor3OutputUnit":null,"conversionFactor3Methodology":null,"emissionFactorName":"Bank fees and services","emissionFactorNameAndUnit":"Bank fees and services (EUR)","emissionFactorValue":0.11,"emissionFactorInputUnit":"EUR","emissionFactorOutputUnit":"KGCO2E","emissionFactorReferentialType":"GREENLY MEF","emissionFactorReferentialYear":null,"emissionFactorGeographicalValidity":"","emissionFactorReferentialDescription":"","emissionFactorReferentialCategory":"","emissionFactorMethodology":"0.11 kgCO2e/€. This monetary factor comes from the French agency for the ecological transition (ADEME). It is provided for the category 'Service - Insurance, banking, consulting and fees' ('Service - Assurance, services bancaires, conseil et honoraires'). More information is available on the ADEME website. See https://www.bilans-ges.ademe.fr/en/accueil/documentation-gene/index/page/Ratio-monetaires","percentEmissionsInScope":"1.00000000000000000000","emissionsInKGCO2e":0.63,"emissionsIntCO2e":0.00063,"entityCreatedAt":"2023-04-20T13:44:14.010Z","versionCreatedAt":"2023-11-12T12:36:12.598Z","granularType":"Transaction","supplierName":null,"marketBased":"Location-Based","isCrossEntity":false,"shouldBeExcluded":false,"purchaseCategoryId":"73679b6b-7f02-4292-a473-0aee658300b4","language":"en"}],"limit":1,"offset":1,"orderBy":"entityCreatedAt","order":"ASC","totalCount":2568}

Step 3. Add commands to create a JSON of the data

To save the downloaded data as JavaScript Object Notation (JSON):

1. From Available connectors, select Workiva, and move Create query to the canvas.
2. Drag a link from Get to Create query.
3. Select the Create query command, and click Edit.
4. In Basic info, enter a name and description to help identify the command.
5. Enter the command's properties, and click Save:
   
   

   Property	Value
   Connector	Select the same Workiva connector as the chain created to log data downloads.
   Name	Enter a name for the temporary query.
   Query text	Create the query string: Enter select row_number() over ( order by a) as R, a from (select a from unnest(sequence(0,. Select TotalCount from the Response output of Get. Enter ,1000)) t(a)).
   Temporary	Select this checkbox.

6. From Available connectors, select Workiva, and move Run query to the canvas.
7. Drag a link from Create query to Run query.
8. Select the Run query command, and click Edit.
9. In Basic info, enter a name and description to help identify the command.
   
10. Enter the command's properties, and click Save:
    

    Property	Value
    Connector	Select the same Workiva connector as earlier.
    Query ID	Select Id from the Query output of Create query.

11. From Available connectors, select Workiva, and move Download query result to the canvas.
12. Drag a link from Run query to Download query result.
13. Select the Download query result command, and click Edit.
14. In Basic info, enter a name and description to help identify the command.
15. Enter the command's properties, and click Save:
    
    

    Property	Value
    Connector	Select the same Workiva connector as earlier.
    Query result ID	Select Id from the Query result output of Run query.

16. From Available connectors, select Workiva, and move Delete query to the canvas.
17. Drag a link from Download query result to Delete query.
18. Select the Delete query command, and click Edit.
19. In Basic info, enter a name and description to help identify the command.
    
20. Enter the command's properties, and click Save:
    

    Property	Value
    Connector	Select the same Workiva connector as earlier.
    Query ID	Select Id from the Query output of Create query.

21. From Available connectors, select JSON, and move CSV to JSON to the canvas.
22. Drag a link from Delete query to CSV to JSON.
23. Select the CSV to JSON command, and click Edit.
24. In Basic info, enter a name and description to help identify the command.
    
25. Enter the command's properties, and click Save:
    

    Property	Value
    Connector	Select the JSON connector to use.
    Input file	Select the Query result output of Download query result.
    Delimiter	Select Comma (,).

Step 4. Create a command group to download all data

1. Move Command group to the canvas, and drag a link from CSV to JSON to the group.
2. Select the group, then click Edit.
3. Select Iterators, and enable Iterate.
   
4. Set up the iterator, and click Save:

   Property	Value
   Modifier type	Select List.
   Iterations	Select the JSON file output of CSV to JSON.

5. From Available connectors, select HTTP, and move another Get to the canvas.
6. Drag a link from Group start to Get.
7. Select the Get command, and click Edit.
8. In Basic info, enter a name and description to help identify that the command retrieves activity data.
9. Enter the command's properties, and click Save:
   
   

   Property	Value
   Connector	Select the same HTTP connector as earlier.
   Show response	Select the checkbox.
   URL	Enter https://corporate.greenly.earth/api/v2/activities/audit-export.
   Query string	Create the query syntax: Enter companyId=. Select the Greenly company ID variable from Chain. Enter &expand=carbonFootprint&limit=100&offset=. Select the JSON file iteration output from Group iterator. Click JSON file iteration, and add a Get value from JSON transformation. In Value, enter a. Click Apply.
   Headers	Add this header: In Key, enter Authorization. In Value, select Token_type and then Access_token from the Response output of Post.
   Content type	Select application/json.
   Output schema	Enter the sample response: {"data":[{"activityId":"297b29b1-a474-4fa5-a9fd-f80ff5fd7e4d","ownerCompanyId":"c151b306-2869-403f-af89-010abbd15049","ownerProfileId":"e620cee6-97e2-4f02-8ef1-c928d4cf8649","companyId":"c151b306-2869-403f-af89-010abbd15049","profileId":"e620cee6-97e2-4f02-8ef1-c928d4cf8649","companyName":"Demo for Greenly Certified Partners","fiscalYear":"2022","temporalScopeStart":"2022-11-03","temporalScopeEnd":"2022-11-03","regulatoryMethodology":"BEGESv4","scope":"Scope 3","subScope":"9","subScopeName":"Purchases of goods and services","siteName":null,"actualsEstimate":"Actuals","parentBusinessCategory":"Services purchase","businessCategory":"Bank fees and services","activityName":"comm tenue compte [services bancaires]","activityType":"Expense-Based","source":"Accounting","quantity":5.73,"quantityForSubScope":5.73,"unit":"EUR","conversionFactor1Value":null,"conversionFactor1Name":null,"conversionFactor1InputUnit":null,"conversionFactor1OutputUnit":null,"conversionFactor1Methodology":null,"conversionFactor2Value":null,"conversionFactor2Name":null,"conversionFactor2InputUnit":null,"conversionFactor2OutputUnit":null,"conversionFactor2Methodology":null,"conversionFactor3Value":null,"conversionFactor3Name":null,"conversionFactor3InputUnit":null,"conversionFactor3OutputUnit":null,"conversionFactor3Methodology":null,"emissionFactorName":"Bank fees and services","emissionFactorNameAndUnit":"Bank fees and services (EUR)","emissionFactorValue":0.11,"emissionFactorInputUnit":"EUR","emissionFactorOutputUnit":"KGCO2E","emissionFactorReferentialType":"GREENLY MEF","emissionFactorReferentialYear":null,"emissionFactorGeographicalValidity":"","emissionFactorReferentialDescription":"","emissionFactorReferentialCategory":"","emissionFactorMethodology":"0.11 kgCO2e/€. This monetary factor comes from the French agency for the ecological transition (ADEME). It is provided for the category 'Service - Insurance, banking, consulting and fees' ('Service - Assurance, services bancaires, conseil et honoraires'). More information is available on the ADEME website. See https://www.bilans-ges.ademe.fr/en/accueil/documentation-gene/index/page/Ratio-monetaires","percentEmissionsInScope":"1.00000000000000000000","emissionsInKGCO2e":0.63,"emissionsIntCO2e":0.00063,"entityCreatedAt":"2023-04-20T13:44:14.010Z","versionCreatedAt":"2023-11-12T12:36:12.598Z","granularType":"Transaction","supplierName":null,"marketBased":"Location-Based","isCrossEntity":false,"shouldBeExcluded":false,"purchaseCategoryId":"73679b6b-7f02-4292-a473-0aee658300b4","language":"en"}],"limit":1,"offset":1,"orderBy":"entityCreatedAt","order":"ASC","totalCount":2568}

10. From Available connectors, select JSON, and move Array to CSV to the canvas.
11. Drag a link from Get to Array to CSV.
12. Select the Array to CSV command, and click Edit.
13. In Basic info, enter a name and description to help identify the command.
14. Enter the command's properties:
    
    

    Property	Value
    Connector	Select the same JSON connector as earlier.
    JSON data	Select Data from the Response output of the preceding Get.
    Multi-value delimiter	Select the comma (,).
    Preview result	Select the checkbox.
    Delimiter	Select Comma.

15. Add these columns, then click Save:

    Column name	JSONPath
    activityID	.activityID
    companyID	.companyID
    companyName	.companyName
    fiscalYear	.fiscalYear
    temporalScopeStart	.temporalScopeStart
    temporalScopeEnd	.temporalScopeEnd
    regulatoryMethodology	.regulatoryMethodology
    scope	.scope
    subScope	.subScope
    subScopeName	.subScopeName
    siteName	.siteName
    actualsEstimate	.actualsEstimate
    parentBusinessCategory	.parentBusinessCategory
    businessCategory	.businessCategory
    activityName	.activityName
    activityType	.activityType
    source	.source
    quantity	.quantity
    quantityForSubScope	.quantityForSubScope
    unit	.unit
    conversionFactor1Value	.conversionFactor1Value
    conversionFactor1Name	.conversionFactor1Name
    conversionFactor1InputUnit	.conversionFactor1InputUnit
    conversionFactor1OutputUnit	.conversionFactor1OutputUnit
    conversionFactor1Methodology	.conversionFactor1Methodology
    conversionFactor2Value	.conversionFactor2Value
    conversionFactor2Name	.conversionFactor2Name
    conversionFactor2InputUnit	.conversionFactor2InputUnit
    conversionFactor2OutputUnit	.conversionFactor2OutputUnit
    conversionFactor2Methodology	.conversionFactor2Methodology
    conversionFactor3Value	.conversionFactor3Value
    conversionFactor3Name	.conversionFactor3Name
    conversionFactor3InputUnit	.conversionFactor3InputUnit
    conversionFactor3OutputUnit	.conversionFactor3OutputUnit
    conversionFactor3Methodology	.conversionFactor3Methodology
    emissionFactorName	.emissionFactorName
    emissionFactorValue	.emissionFactorValue
    emissionFactorInputUnit	.emissionFactorInputUnit
    emissionFactorOutputUnit	.emissionFactorOutputUnit
    emissionFactorReferentialType	.emissionFactorReferentialType
    emissionFactorReferentialYear	.emissionFactorReferentialYear
    emissionFactorGeographicalValidity	.emissionFactorGeographicalValidity
    emissionFactorReferentialDescription	.emissionFactorReferentialDescription
    emissionFactorReferentialCategory	.emissionFactorReferentialCategory.en
    emissionFactorMethodology	.emissionFactorMethodology
    percentEmissionsInScope	.percentEmissionsInScope
    emissionsInKGCO2e	.emissionsInKGCO2e
    emissionsIntCO2e	.emissionsIntCO2e
    entityCreatedAt	.entityCreatedAt
    versionCreatedAt	.versionCreatedAt
    granularType	.granularType
    supplierName	.supplierName
    marketBased	.marketBased
    language	.language
    isCrossEntity	.isCrossEntity

16. From Available connectors, select Tabular transformation, and move Stack files to the canvas.
17. Drag a link from Array to CSV to Stack files.
18. Select the Stack files command, and click Edit.
19. In Basic info, enter a name and description to help identify the command.
    
20. Enter the command's properties, and click Save:
    

    Property	Value
    Connector	Select the Tabular transformation connector to use.
    Delimiter	Select Comma.
    Input files	Specify the files to stack: Select Previous stack files output from Stack files. Enter a comma (,). Select the Converted file output from Array to CSV.
    Preview results	Select the checkbox.

Step 5. Add Run Chain events to upload and log downloaded data

To upload the carbon accounting data to Wdata:

1. From Chain events, move Run chain to the canvas.
2. Drag a link from the command group's Out to Run chain.
3. Select the Run chain event, and click Edit.
4. In Basic info, enter a name and description to help identify the event.
5. In Chain to run, select the primary chain created from the Load Data into Wdata template.
   
6. Enter the chain's runtime inputs, and click Save:

   Input	Value
   Table ID	Select the Table ID variable from Chain.
   File name	Enter activities.csv.
   Data file	Select Stack files output from Stack files.
   Load method	Select Replace dataset.
   Rollback	Clear this checkbox.

7. From Chain events, move another Run chain to the canvas.
8. Drag a link between the two Run chain events.
9. Select the new Run chain event, and click Edit.
   
10. In Basic info, enter a name and description to help identify the event.
11. In Chain to run, select the chain created to log when data downloads from Greenly.
12. Enter the chain's runtime inputs, and click Save:

    Input	Value
    Range	Enter B11:B11.
    Spreadsheet ID	Select the Spreadsheet ID variable from Chain.
    Sheet ID	Select Sheet ID variable from Chain.

13. Click Publish, enter a note about the chain's publication, and click Publish.

To download data from Greenly into the Wdata table, select this chain in Chains, then click Execute and Run chain.

Tip: When you run this chain, it automatically runs the other chains to update the table with the latest data and log the download.