We now have the ability for users to import utility data via CSV directly into Connect and Noda. As this is a significant development update that includes some user configuration, this Release Note is part announcement, part documentation. For new customers who would like to utilize this capability, this set-up should be configured during the product deployment process. For existing customers, a Customer Success Manager can follow these steps. There is no cost associated with this feature.
1.) Connect accounts and meters to the building using CSV data
1a.) Create a utility - utility also stands for energy type in this case (once the utility connector is added, this new menu structure will appear). In this example, we clicked on Create Utility and will select Electricity in the type drop-down.
Electricity will now be visible in the Utility Data tab and can be connected to a CSV account.
2.) Select the accounts and meters you want to connect to this building.
Click "Connect Account" and a new window will appear.
Select Upload Utility Data via Spreadsheet and click Next.
3.) Fill in account details
Provider Name
Enter the name of the Utility Provider, or any other name that helps you identify the account data.
Account Number
Enter the account number associated with this data.
You can not enter the same account number twice for a utility type.
Meter Numbers
Enter a list of meter number that are reflected by this account, multiple meters can be entered in a comma separated list.
Currency
Select the currency that you want to represent.
Note: Once set all subsequent accounts that you add will use the same settings.
Consumption Unit
Select the unit that best represents the energy data.
Note: Once set all subsequent accounts that you add will use the same settings.
File upload
Browse for the file you wish to upload.
Spreadsheet Template
Download a Template to use for the spreadsheet upload.
Click Upload.
4.) Understanding the spreadsheet upload process and warning messages
In the Account Details screen, select Download Templated Spreadsheet. You will use this to upload information in the correct format.
Basic Rules:
Period start and end dates can overlap
No two periods can have the same dates, for example you cant have two rows with 2022-01-01 to 2022-02-01 as their data ranges - the file will be rejected.
If you have blank data in the usage or cost columns that row will not be included in the import and you will see an error.
If you have a blank date or incorrect data in the date fields, that row will now be included.
5.) Updating your account
After a successful upload, you may want to add additional data to your utility account, which you can do from the Property Configuration UI.