Data Intake

Client File Manager

🔥
Natural Gas
Scope 1
Boilers, furnaces, on-site heating
Not configured
CSV Template ↓
⛽
Fuel Receipts
Scope 1
Diesel, gasoline, propane purchases
Not configured
CSV Template ↓
🚛
Fleet Data
Scope 1
Vehicle mileage, hours, fuel consumption
Not configured
CSV Template ↓
❄️
Refrigerant
Scope 1
Top-ups, leak events, equipment charges
Not configured
CSV Template ↓

CSV Upload Templates

Download the template, fill in your data, upload to the matching folder. Delete sample rows before uploading.

Scope 1
Natural Gas
scope1_natural_gas.csv
Scope 1
Fuel Receipts
scope1_fuel_receipts.csv
Scope 1
Fleet Data
scope1_fleet_data.csv
Scope 1
Refrigerant
scope1_refrigerant.csv
Scope 2
Electricity
scope2_electricity.csv

Make.com Integration

Configure Make.com to monitor your Drive folders and automatically log receipts.

Make.com Webhook URL
/intake/api/make-com/poll
Poll interval
Every 5 minutes (recommended)
Payload fields returned
id, client_id, client_name, client_email, category, folder_name, file_name, received_at
Make.com Setup Instructions
  1. In Make.com, create a new scenario.
  2. Add a Custom Webhook module as the first trigger. Copy the URL above and paste it into the webhook URL field.
  3. Configure Make.com to poll /intake/api/make-com/poll every 5 minutes as a POST request with {"sinceMinutes": 30} in the JSON body.
  4. The endpoint returns any files received in the last 30 minutes. Each file has: client_id, category, file_name, received_at.
  5. Chain a Google Drive Watch module to monitor the folder for new files.
  6. Add a Notification module (email or Slack) to alert your team when files land.
  7. Make.com will automatically receive a list of new receipts whenever your clients upload files.