---
title: Manage Installations
slug: IXp5-manage-installations
docTags: 
createdAt: 2024-11-15T19:59:56.086Z
---

# Installations Details

:::hint{type="info"}
You can add installations' details manually or upload all the data at once.
:::

## Manual Input

::::WorkflowBlock
:::WorkflowBlockItem
Go to **Installations**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/YR1sAIeMMsHAwhMXmYKi4_image.png)
:::

:::WorkflowBlockItem
Clic&#x6B;**&#x20;New Installation**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/NUbEx0ewmarAqSp3ybKGg_image.png)
:::

:::WorkflowBlockItem
Select the Supplier you want to link to the installation

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/lBFNM_9tDUQIMAbOh_xe1_image.png)
:::

:::WorkflowBlockItem
Enter the installation's information and click **Save**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/_Z-mw9IFIdYRmeLRWDyuk_image.png)
:::

:::WorkflowBlockItem
You can now manage the installations' data from the platform

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/_2sejm99iQUmwi00KvcWJ_image.png)
:::
::::

## Upload

:::::WorkflowBlock
:::WorkflowBlockItem
Click **Upload**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/O0y-F-9PKKMVthzOQrmWS_image.png)
:::

:::WorkflowBlockItem
Click **Upload Installations**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/9SE7FAFEhVuTMJLrs3_1D_image.png)
:::

:::WorkflowBlockItem
Click **Select file&#x20;**&#x6F;r drag your Excel file into the upload area

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/7SpOpFJDQrIFOGRN92Cka_image.png)
:::

:::WorkflowBlockItem
Select the sheet with the installations' information and click **Next**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/1So8OCTUO0-c-xJXhA_fg_image.png)
:::

:::WorkflowBlockItem
View the Excel Information and Select the Header Row

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/qXGUNnja-muQUCEaxCVl7_image.png)
:::

::::WorkflowBlockItem
Match the columns from your Excel file to the platform fields and click **Next**

:::hint{type="info"}
If a column doesn't match automatically, click on the dropdown and choose the correct field for that column.
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/nBqts6g6DYsbS63qKzN9n_image.png)
::::

:::WorkflowBlockItem
Validate your data and click **Confirm**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/gJAdrNlZ7GfEy6U2BTJRq_image.png)
:::

:::WorkflowBlockItem
You can now manage the uploaded installations' data directly from the platform

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/mzJ_pW_95FVmy7XzPVZQc_screenshot-2025-09-22-at-142741.png)
:::
:::::

# Installations Emissions

## Manual Input

::::WorkflowBlock
:::WorkflowBlockItem
Click on the installation

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/JU078NsM8W49JgvV5o3pp_image.png)
:::

:::WorkflowBlockItem
Click **Emissions Data**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/ud-14QLG-qngPAX6zySWi_image.png)
:::

:::WorkflowBlockItem
Click **Create Emissions Data**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/STO7QPoky5KFXpPC58dU1_image.png)
:::

:::WorkflowBlockItem
Input the information and click **Next**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/bmRTQnLORln3OyIli1MTF_image.png)
:::

:::WorkflowBlockItem
Click **Submit**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/__on3Ehpo1iyHFUxgdw2q_image.png)
:::

:::WorkflowBlockItem
You can now view the emissions data for each CBAM product

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/G75QxVSxaYIqPqwz6ckzn_image.png)
:::
::::

## Upload

:::hint{type="info"}
You can upload installation emissions data in two ways:&#x20;

1. Upload the [template](docId\:GWQeqPxOvh1V0EDkL7HXi) provided by Carbon Glance, which allows you to upload the emissions data for all installations at once.&#x20;
2. Upload either the CBAM communication template or the EFDA template, which must be done separately for each installation.
:::

### Carbon Glance Template

:::hint{type="warning"}
If you use our template, please remember to add the qualifying parameters once you’ve uploaded the emissions (if applicable).
:::

::::WorkflowBlock
:::WorkflowBlockItem
Click **Upload**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/2_FJGzEgkH9vOR_kH5gpb_image.png)
:::

:::WorkflowBlockItem
Click **Upload Emissions**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/fl_4D1HSO_mT8PIogGotj_image.png)
:::

:::WorkflowBlockItem
Click **Select file&#x20;**&#x6F;r drag your Excel file into the upload area

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/Nj1HjWJ_DAA1YHMLtqQaT_image.png)
:::

:::WorkflowBlockItem
Select the sheet with the installations' emissions data and click **Next**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/vN3TIKlFi2O7LwKRVhFm__image.png)
:::

:::WorkflowBlockItem
View the Excel Information and Select the Header Row

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/pv8dlAn5ycUwwBXnvQNZB_image.png)
:::

:::WorkflowBlockItem
Match the columns from your Excel file to the platform fields and click **Next**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/HuG7x4-lTdAXDM6F22lur_image.png)
:::

:::WorkflowBlockItem
Validate your data and click **Confirm**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/sszhfGtasXqBtQypmGEno_image.png)
:::

:::WorkflowBlockItem
A validation message will appear to confirm that the data has been successfully uploaded

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/oJ0K6BhJb_e3XMgNNnsO8_image.png)
:::
::::

### CBAM or EFDA Communication Templates

:::hint{type="warning"}
If you upload the CBAM communication template, please note that our system defaults to "received from grid" as the electricity source, since this field is not specified in the template. You can edit this field after the data has been uploaded.
:::

::::WorkflowBlock
:::WorkflowBlockItem
Click on the installation

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/JU078NsM8W49JgvV5o3pp_image.png)
:::

:::WorkflowBlockItem
Click **Emissions Data**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/ud-14QLG-qngPAX6zySWi_image.png)
:::

:::WorkflowBlockItem
Click **Upload Emissions Template**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/Ga9Kv4nuj80UEiPZKGt9P_image.png)
:::

:::WorkflowBlockItem
Click **Upload&#x20;**&#x61;nd select the relevant file

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/XMr9qMIS0jBVEAsVFVUco_image.png)
:::

:::WorkflowBlockItem
A validation message will appear to confirm that the data has been successfully uploaded

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/iekdeTW8HYXnOFZ2Q30In_image.png)
:::
::::

# Prepare your Excel File for Data Uploads

:::hint{type="info"}
To simplify the data upload process, we have created an Excel template for you to complete and upload your data directly to the platform.&#x20;

You can download this template directly from [here](docId\:GWQeqPxOvh1V0EDkL7HXi).

If you encounter any issues downloading the template, contact us at **support\@carbonglance.com** and we'll send it to you.
:::

## Installations Details

**You need to provide the following information:**

- **Installation** **ID:** This can be an existing Installation ID you already use internally for the installation. If you don’t have an existing ID, you can assign a new one (see the example below)
- **Installation Name**
- **Country:** You can enter either the 2-letter ISO country code or the full name of the country

:::hint{type="warning"}
When uploading your data, an error will occur if you use an invalid country name. For example, using "Great Britain" instead of "United Kingdom" will trigger the error: "Error at field Country - Invalid Country".
:::

- **City**

**Example:**

| Installation ID | Supplier ID | Name           | Country / ISO 2 | City   |
| --------------- | ----------- | -------------- | --------------- | ------ |
| 1               | 1           | Installation A | Turkey          | Ankara |
| 2               | 2           | Installation B | JP              | Tokyo  |
| 3               | 3           | Installation C | GB              | London |
| 4               | 2           | Installation D | JP              | Tokyo  |

## Installations Emissions

If you use Carbon Glance [template](docId\:GWQeqPxOvh1V0EDkL7HXi), you need to provide the following information:

- **Installation ID**: This must match the ID you entered in the [installation details](docId\:IXp5dIpmbhy5oZ9R9vlxv)
- **Supplier ID**: This must match the ID you entered in the [supplier details](docId\:lGK2BvW6OKhTZ55IbHvJ9)
- **Product Name (Optional)**
- **CN Code**
- **Electricity Source**
- **Specific Direct Embedded Emissions (tCO2e/t)**: This refers to the [direct emissions](docId\:D2ZsuoqnHQioQFUE5YQPU) per tonne of product
- **Specific Indirect Embedded Emissions (tCO2e/t)**: This refers to the [indirect emissions](docId\:D2ZsuoqnHQioQFUE5YQPU) per tonne of product

:::hint{type="warning"}
Specific Indirect Embedded Emissions are calculated as:&#x20;

*Electricity Consumed × Electricity Emission Factor*

If the value you enter doesn't match this calculation, the platform will show an error message.
:::

- **Electricity Consumed (MWh/tonne of product)**: This refers to the electricity consumption during the production of CBAM goods, measured in MWh per tonne of product
- **Electricity Emission Factor (tCO2e/MWh)**: This refers to the electricity emission factor used to calculate the electricity emissions
- **Electricity Factor Data Source**: This refers to the source of data used for the electricity emission factor
- **Share of Default Values (%)**: This refers to the percentage of default emission values the supplier used to calculate the product's emissions
- **Reporting Period Start Date**
- **Reporting Period End Date**

**Example:**

| Installation ID | Supplier ID | Product Name (Optional) | CN Code  | Electricity Source | Specific Direct Embedded Emissions (tCO2e/t) | Specific Indirect Embedded Emissions (tCO2e/t) | Electricity Consumed (MWh/tonne of product) | Electricity Factor (tCO2e/MWh) | Electricity Factor Data Source | Share of Default Values (%) | Reporting Period Start Date | Reporting Period End Date |
| --------------- | ----------- | ----------------------- | -------- | ------------------ | -------------------------------------------- | ---------------------------------------------- | ------------------------------------------- | ------------------------------ | ------------------------------ | --------------------------- | --------------------------- | ------------------------- |
| 1               | 1           |                         | 72092710 | Grid               | 1,2                                          | 0,3888382                                      | 0,72408                                     | 0,53701                        | EMBER                          | 24                          | 1/1/24                      | 31/12/24                  |
| 2               | 2           |                         | 72092710 | Grid               | 2,3                                          | 0,4234384                                      | 0,4312                                      | 0,982                          | EMBER                          | 10                          | 1/1/24                      | 31/12/24                  |
| 3               | 3           |                         | 72092710 | Grid               | 2,5                                          | 0,3977688                                      | 0,8723                                      | 0,456                          | EMBER                          | 19                          | 1/1/24                      | 31/12/24                  |
| 4               | 2           |                         | 72092710 | Grid               | 0,9                                          | 0,4846576                                      | 0,6352                                      | 0,763                          | EMBER                          | 35                          | 1/1/24                      | 31/12/24                  |

# Edit&#x20;

:::hint{type="warning"}
If you connect with a supplier and they accept your connection request, their associated installations will be displayed on the **Installations&#x20;**&#x74;ab.

**Important:** For connected installations, **you can only view the information**; editing is not enabled.
:::

## Installations Details

:::::WorkflowBlock
:::WorkflowBlockItem
Click on the installation

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/GNsK15lphZWnxlIUOK7Jm_image.png)
:::

:::WorkflowBlockItem
Click **Edit**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/I2FaJ4tckyOIZiWMGd0V8_image.png)
:::

::::WorkflowBlockItem
Click **Update&#x20;**&#x74;o edit the information

:::hint{type="warning"}
If you uploaded your installation data using the data upload template, please note that it contains only the minimum required installation information. You can provide additional details about the installation in this form.
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/3L4oEbBeoaM7slY7SEh5S_image.png)
::::
:::::

## Emissions Details

::::WorkflowBlock
:::WorkflowBlockItem
Click the **Pencil** icon

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/FBnejiaUwKir15ZA80T_T_image.png)
:::

:::WorkflowBlockItem
Click **Next**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/LofVYh3Hw7EYFXB4skpwt_image.png)
:::

:::WorkflowBlockItem
Click **Submit** to save the edited information

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/G8h7JaJgZRs3iN9zsv9rz_image.png)
:::
::::

# Delete

## Installations Details

::::WorkflowBlock
:::WorkflowBlockItem
Click **Delete**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/s7RaclUdygMmPmc5DjFza_image.png)
:::

:::WorkflowBlockItem
Click **Yes&#x20;**&#x74;o confirm

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/zp5A0NAjdpFzGIQb2r6yY_image.png)
:::
::::

## Emissions Details

:::::WorkflowBlock
:::WorkflowBlockItem
Click the **Bin** icon&#x20;

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/n7hmKE8JTCy_usYSYPPSu_image.png)
:::

:::WorkflowBlockItem
Click **Delete&#x20;**&#x74;o confirm

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/PpBN9NglbL1-SYoFc2XX8_image.png)
:::

::::WorkflowBlockItem
Click again **Delete** to confirm

:::hint{type="warning"}
If you delete the actual emissions data, the emission values used for all imports of that CN code - including those from previous quarters -associated with that supplier and installation **will revert to the default values.**
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/FovSIKFcluYmeCXPIPB-h_image.png)
::::
:::::

# Enter Carbon Price Due

:::::WorkflowBlock
:::WorkflowBlockItem
Click **Carbon Price Due**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/PJz3e3iscfukRmYtnJpy9_image.png)
:::

:::WorkflowBlockItem
Click **Create Carbon Price Due**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/nwtNIBIB0ukm5sMyhDdeX_image.png)
:::

:::WorkflowBlockItem
Search and select the **CBAM good** for which you want to add carbon pricing information

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/apZstux7OOvzeBVMh97oV_image.png)
:::

:::WorkflowBlockItem
Select the **type of carbon pricing instrument**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/AkTiIdIffX84CFQXAQ3qo_image.png)
:::

::::WorkflowBlockItem
Provide a description and indication of the carbon pricing legal act

:::hint{type="info"}
This refers to the regulation reference, ideally as internet link.&#x20;
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/869VlU0a_T7KRlYybsNN7_image.png)
::::

::::WorkflowBlockItem
Input the amount of carbon price paid for the emissions of the selected CBAM good

:::hint{type="info"}
The EU CBAM Regulation defines "carbon price" as *the monetary amount paid in a third country, under a carbon emissions reduction scheme, in the form of a tax, levy or fee or in the form of emission allowances under a greenhouse gas emissions trading system, calculated on greenhouse gases covered by such a measure, and released during the production of goods.*
:::

:::hint{type="warning"}
The currency will be automatically determined based on the country where the installation is located. The applicable exchange rate will be displayed automatically, along with the converted amount in EURO, using rates published by the EU Commission.
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/lkyXq_rnGD3r89pHSG2YW_image.png)
::::

:::WorkflowBlockItem
Click **Next**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/hxaGclxUktMEKY1nwcKUI_image.png)
:::

:::WorkflowBlockItem
Click **Add Product**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/LWHDUV9Pq_EVrfrX80wQi_image.png)
:::

::::WorkflowBlockItem
Select the **type of goods covered** by the carbon pricing instrument

:::hint{type="info"}
The available options are:&#x20;

- **Actual**
- **Other**
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/w1MUbB2itbQfgbB98KhW__image.png)
::::

::::WorkflowBlockItem
Enter the quantity of emissions from the selected CBAM good covered by the carbon pricing instrument (now called *embedded emissions covered by the carbon price*)&#x20;

:::hint{type="info"}
This refers to the total emissions, measured in tCO2e, for which the operator was required to pay the carbon price.
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/lrlEcQjp6l9YsCznUK4Ge_image.png)
::::

::::WorkflowBlockItem
Enter the quantity of emissions covered by free allocation, rebate, or compensation (now called *embedded emissions covered by rebate or any other form of compensation*)

:::hint{type="info"}
This refers to the total emissions, measured in tCO2e, for which the operator received rebates, free allowances, or free certificates and, therefore, did not pay the carbon price.
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/Es6gbEVcT06x_y_FE3J00_image.png)
::::

:::WorkflowBlockItem
Enter the net mass of that CBAM good in either tonnes or kg

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/fcWvttV3XvPWsK44d462F_image.png)
:::

:::WorkflowBlockItem
Click **Submit&#x20;**&#x74;o save

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/ub-1I4rYpQO8bBp02bgPM_image.png)
:::
:::::

# Filter Installations' Data

:::hint{type="info"}
You can filter the data using the column filter or the filter button.
:::

## Add Filters

::::WorkflowBlock
:::WorkflowBlockItem
Click the filter icon in the relevant column

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/JZOdatkWQLvChO6Odr4Zr_image.png)
:::

:::WorkflowBlockItem
Add the filter

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/96jE8O6oMgNGN70Kf4D5__image.png)
:::

:::WorkflowBlockItem
View the filtered data

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/Ni_k0zXz9mPbLK9FVKzTt_screenshot-2025-09-23-at-115354.png)
:::
::::

## Save Filters

:::hint{type="info"}
You can save your filters to use at a later stage without reapplying them.
:::

:::::WorkflowBlock
:::WorkflowBlockItem
Click **Save**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/kigtQMcpgvrHSOfIdmmbr_image.png)
:::

:::WorkflowBlockItem
Name the filter

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/esef_0by73X_WGiHQdHuQ_image.png)
:::

:::WorkflowBlockItem
Click **Save Preset**

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/_qpnONGDHamkPsCLB0tR1_image.png)
:::

::::WorkflowBlockItem
View the saved filter

:::hint{type="info"}
Once the filter is saved, it will appear at the top-left of the table, and you can select it anytime to reapply it.
:::

![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/PWmXri1mg-LZSvwuvNLNo_image.png)
::::
:::::

