EcoIQ - Client Getting Started Guide

This guide covers the first steps to prepare your supplier list, log in for the first time, upload suppliers, and send the ESG questionnaire.

Once this stage is complete, suppliers will begin filling in and submitting their questionnaires. Separate guides are available for:

  • Suppliers — how to complete the questionnaire
  • Validation & Results — how to review submissions and share results

Step 1: Select suppliers

  • Use the agreed contractual number of suppliers for your organisation.
  • Extract your supplier list from your ERP system.
  • Copy the extraction into the CSV template provided by EcoIQ.
  • Create one CSV file per site if you have multiple sites.

⚠️ Required fields — the following must be completed for every supplier row before uploading.

Company Name

Enter the full legal name. Avoid internal abbreviations.

Registration Number

Use the official company or business registration number. Check that the format matches the country's guidelines.

Primary Contact Name

Add the first name and surname of a specific person. Avoid "Admin", "Info", "Billing", or department labels.

Primary Contact Email

Use an individual's email address — not a shared inbox. Each person receives a unique sign-in link, so a group mailbox will cause delays.

💡 Suppliers will add additional information when they first log in — the fields above will be pre-populated for them.

Step 2: Inform your suppliers

Notify suppliers before invitations are sent. Use the sample email template provided by EcoIQ.

The template covers the following points, which you can edit as needed:

  • Why: alignment with ESG standards and compliance requirements.
  • What: complete an online questionnaire and upload supporting documents.
  • How long: 1–2.5 hours, can be completed across multiple sessions.
  • When: invitations sent within 5–7 business days; deadline [agreed number] weeks from invitation.
  • Support: platform help, EcoIQ support (support@eco-iq.com), and your programme contact.
  • Data: secure storage, compliant with data protection rules.

Step 3: Log in to EcoIQ

  1. Go to https://accounts.eco-iq.com/sign-in
  2. Enter your email address and click Continue.
  3. Check your inbox for an email from EcoIQ and click the Sign in to ecoiq button.

Important

  • Sign-in is a two-step process: enter your email address, then confirm using the personal link sent to you.
  • You must follow this process every time you log in. No password is required.

💡 Tips: Check your spam/junk folder if the email doesn't arrive. Add notifications@eco-iq.com to your safe senders list. Personal links expire after 10 hours — if yours expires, return to the sign-in page and request a new one.

Step 4: Load suppliers

4.1 Bulk upload (first-time set-up)

  1. Go to Suppliers → Load Suppliers.
Figure 1: Load Suppliers
  1. On the Bulk Upload Suppliers screen, drag and drop your completed CSV file, or click to browse for it.
  2. Click Add Supplier(s)
Figure 2: Bulk Upload Suppliers
  1. A confirmation notification will appear. If any details are missing, you will be asked to review and complete them before proceeding.

💡 Ensure all required fields are completed in your CSV before uploading.

4.2 Add a supplier manually (when needed)

  1. Go to Suppliers → Load Suppliers → Manual Load Suppliers.
  2. Complete all fields marked with an asterisk (*).
  3. For the Website field, include the full URL with http:// or https:// (e.g. https://www.example.com).
  4. Click Add Supplier to save.
Figure 3: Manual Supplier Upload

Step 5: Send the questionnaire

5.1 Send to all suppliers at once

  1. Use the check box next to the Suppliers label to select all suppliers.
  2. Click Send Evaluation.
Figure 4: Bulk Select Suppliers and Send Evaluation
  1. A notification will display the number of questionnaires being sent. Click Send Emails to confirm, or Cancel to adjust your selection.
Figure 5: Bulk Send Confirmation Notification

5.2 Send to an individual supplier

There are two ways to do this:

  • From the supplier list: click the check box next to the supplier's name, then click Send Evaluation.
Figure 6: Send evaluation to individual supplier from supplier list
  • From Supplier Overview: click the supplier's name to open their record, then click the Send Evaluation button.
Figure 7: Send Evaluation from Supplier Overview

✅ Suppliers will now receive their invitations and can begin completing the questionnaire. Refer to the Validation & Results guide for next steps once submissions come in.

Questions? Contact the EcoIQ team at support@eco-iq.com

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