Skip to main content

​
Check your uploaded data

As part of the onboarding process, you want to check that the data uploaded during onboarding is accurate. Often there will be some data types that have not been translated correctly. Don’t worry - this is part of the process and easy to fix. You will be given access to a sandbox environment where your data has been uploaded. This guide walks you through the five key areas to check, and what to look for in each.

​
1. Products — Does your Product list look right?

Navigate to Products in the top navigation bar. This is your master list of raw materials and packaging items, synced from your ERP. What to check:
  • The number of products looks roughly right compared to what you’d expect from your ERP
  • Each product has a Raw Material Code and Raw Material Name that match your internal naming conventions
  • Annual Volume and Unit of Measure fields are populated where you’d expect them to be
Red flags: Missing products, duplicate entries, or products with codes that don’t match your ERP. If large volumes of data look wrong, contact your ChemCloud onboarding contact — it’s likely a sync configuration issue rather than something to fix manually.

​
2. Approved Materials — Are the Approved Materials for each correct?

Click into any product from the Products list to open its Product Page. Scroll down and click on the Approved Materials tab. You can also navigate to Products —> Approved Materials in the top navigation bar to see a list of all approvals. An Approval is the link between your internal product (e.g., “RM-0023”) and a specific supplier’s product. Each approval has a status:
  • Preferred — your preferred supplier
  • Approved — approved for use
  • Purchased — has been ordered before
  • R&D Not Started / R&D In Progress — under evaluation
  • Not Approved — ruled out
What to check:
  • The approved suppliers listed for each product match what you’d expect
  • Approval statuses are accurate — particularly that active suppliers are marked Approved or Preferred, not left at a default or incorrect status
  • Each approved material shows the correct Supplier Product Code, Supplier Product Name, and key technical details (CAS, grade, purity) where relevant
  • Documents like SDS and Spec sheets are attached if they were included in your onboarding upload
Sourcing Analytics — what to check: You can also see this data aggregated on the ‘Sourcing Analytics’ page. Navigate to Analytics in the top navigation.
  • Review which products have gaps in approved materials — this view highlights raw materials where you may be single-sourced or have no approved supplier at all
  • These gaps represent supply chain risk and are worth flagging early
Why it matters: These approvals drive your RFQ workflow. When you send a sourcing request, it goes to approved suppliers by default. Wrong approvals mean requests go to the wrong places — or don’t go out at all.

​
3. Suppliers — Does your supplier list look right?

Navigate to Suppliers in the top navigation. This list is populated from your ERP supplier data and any manual additions made during onboarding. What to check at the list level:
  • The total number of suppliers looks correct
  • Supplier names match your ERP
  • No obvious duplicates (e.g., the same supplier appearing under two slightly different names)
  • The name of your primary contact is correct
Then click through to an individual supplier. On the supplier’s page, verify:
  • Products tab — the products you source from this supplier are listed and linked correctly
  • Settings tab — that the supplier contacts (who will receive emails) are correct

​
4. Suppliers — Are the contacts correct?

Still on the supplier page, open the Contacts tab. ChemCloud uses these contacts to send automated RFQs and communications on your behalf, so incorrect contacts here means emails going to the wrong people — or nowhere at all. What to check:
  • Your account manager or main contact at this supplier is listed
  • Their name and email address are correct
  • If multiple contacts are listed, check that their roles are accurate (e.g., you don’t want order confirmations going to a technical rep instead of your account manager)
Tip: If a contact is missing entirely, you can add them manually. This is particularly common for smaller suppliers whose details weren’t in your ERP contacts list at the time of upload.

​
5. Orders — Does your order history look right?

Navigate to Analytics. ChemCloud provides three main analytics views for buyers, which should help you sense check that your order history has been uploaded correctly. Purchasing Analytics — what to check:
  • Spend data by product looks proportionate to what you’d expect
  • Volume and frequency of orders by product aligns with your operational reality
Product Analytics — what to check:
  • Click through to a product and scroll down
  • You should see analytics on:
    • Spend by Supplier
    • Average price per month
    • Scatter plot of all previous prices
Supplier Analytics — what to check:
  • Spend data by supplier looks proportionate to what you’d expect
If the data looks thin or incomplete: Analytics is only as good as what’s been uploaded. If you’re seeing blanks, it likely means some historical order or product data didn’t come through in the onboarding process — worth raising with your ChemCloud contact. Note: Historical orders are used primarily as a pricing reference. Going forward, new orders created through ChemCloud will have full delivery tracking, milestone updates, and direct supplier messaging attached to them. The historical data gives you the baseline to compare against.