Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The default utility and rate schedule will auto-populate for the site. You can select either a different utility or rate schedule in each dropdown menu.

To upload a usage data file as a comma separated value (CSV) file, select the CSV Entry mode when you edit utility usage data.

Image Added

Info

If the Genability feature has not been turned on for your account, the Utility tile will look like the one displayed in the image below and includes additional dropdowns like Utility Territory and Heating Source.

From the utility window on the site page Image Removedsite page, click on Upload CSV.

Image Modified

A window will appear, and a file can be selected to upload. 

The file must be in a .csv format and match one of our pre-approved file types, including select utilities and UtilityAPI

Example of usage file input:

...

Make sure that header names match a supported file type, like the utility's defaults (i.e. Type, Date, Start Time, Usage, Units, Cost).

...

When the file has been uploaded, the usage histogram chart will save & display the uploaded data. 

Click Image Added

To proceed to the system design page, click Save & Continue to proceed.Image Removed. You can also navigate to another part of the tool once you make the upload, like hopping back into an ops workflow or revisiting the sales or ops pipelines.