How to Upload a Portfolio to Climate Risk

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Overview

The first step to gaining insights into Climate Risk is to upload your customer portfolio. This process involves uploading a .csv file containing your customer information, with a primary focus on address data.


Uploading your customer portfolio

   

  1. Access Climate Risk from the Araya home screen.

  2. Click Start a New Import.

  3. Click Continue after selecting the applicable products to upload the file.

  4. Upload your file to the drop box.

    Click to View File Requirements

    File Format

    • File type: Your file must be a CSV, XSLT, or TXT.

    • Date Format: All dates in your file must use the MM/DD/YY format (e.g., 09/01/2025).

    Required Column Headers (Data Required)

    Your file must include the following columns with complete data to move forward:

    • Reference ID

    • Address

    • City

    • State

    • Zip Code

    Note: Your column headers should only contain letters (A-Z), numbers (0-9), dashes (-), underscores ( _ ), and spaces. If you're using a TXT file, please ensure the first row contains your column headers, separated by commas.

  5. Edit the Portfolio Name or leave the default file name.

  6. Click Continue.

  7. Match any required product columns to the applicable file columns.

  8. Check the box to confirm that the columns lack sensitive or identifiable data.

  9. Click Continue.

    Note: A portfolio can take approximately 20-40 hours to complete validation.

  10. Expand the row for the applicable portfolio.

  11. Click Launch..


Outcome

You can now upload portfolios to Climate Risk and access climate risk models, spatial coordinates, and asset classifications into a single, intuitive interface.