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Workiva and S&P CSA

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  • Steve Stegelin

    Hi Grace! I'll let others chime in on their experience using Workiva for CSA, but I wanted to call out this article in Support Center, which discusses how to use ESG Program to collect responses to then copy/paste into the CSA Portal. I hope that helps!

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  • Jill Magruder

    Hi Grace - I use a very manual process. I created my own CSA document in Workiva, connect the relevant data points from my ESG program/fact book, but then just copy/paste into the portal once it's ready to submit. 

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