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 (CSVin a Comma-Separated Values (CSVs) file format, select the CSV entry mode when you edit utility usage data.

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Two types of formatted files are currently accepted:

• Select utilities
• UtilityAPI

If you have a utility data file and you are not sure if it's format is supported, you can test out uploading the file. If you have issues, try reviewing the formatting example at the bottom of this article and editing your file to match.

Once you successfully upload your file, the chart will update to show uploaded data in blue. Click Continue to save the usage data and proceed.

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

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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

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

• Data columns should be in order (i.e. Type, Date, Start Time, Usage, Units, Cost)
  
• Date should be in year/month/day format (i.e 2016/4/29)
  
• Make sure all information is complete.  There should be no missing columns or cells within the data.  For example, the cost column needs to have a value entered for each row.
  

Please note that missing information will impact the usage graph.

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

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To proceed to the system design page, click Save & Continue. 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.option CSV Upload for the 'Edit Usage By' dropdown under Annual Usage. This can be found on the Usage phase of a job.

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For CSV Upload, the data format is critical for the functionality to work.  Please review the instructions and example data provided on the page to ensure your data is formatted correctly.  Note that there are four formatting options we currently support for CSV uploads: UtilityAPI, PG&E/SCE, SCE, and SDGE.

How do I upload a CSV file?

1. Open the job

2. Go to the Usage phase

3. Scroll down to Annual Usage Section

4. Select CSV Upload on the Edit Usage by dropdown menu, as shown above

5. Via the Format dropdown menu, select the one of the four available CSV formatting styles (see below)
   
   

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6. A quick guide will show based on your formatting selection (see 3 bullet points above) - it is very important to ensure your CSV follows the instructions and has the correct format as displayed in the table to the right.  Column headers for their respective formats must appear as follows:

   1. UtilityAPI: interval_start, interval_end, interval_kWh

   2. PG&E / SCE (old): date, start time, end time, usage

   3. SCE (new): energy consumption time period, usage (real energy in kWh)

   4. SDGE: date, start time, end time, usage

      1. All data for UtilityAPI, SCE, and SDGE formatting should be entered inclusively (e.g. 0-1:00, 1:00-2:00).  Data for PG&E / SCE (old) should be entered exclusively (e.g. 0-0:59, 1-1:59).

      2. Dates and times are entered in the same cell for UtilityAPI and SCE (new) formats, but separate cells for PG&E / SCE (old) and SDGE.

7. Select Upload Usage CSV

8. You'll then be prompted to upload a file. Once a file is selected, you'll see a spinning wheel on the Upload Usage CSV Button.

How does EverBright handle different use cases of data?

• If any the required columns (per the format you've selected) are missing on the CSV file you're trying to upload, it will fail.

• If any rows are missing on the CSV, EverBright will automatically extrapolate this missing data to ensure a successful upload.  If too much data is missing and we are unable to extrapolate accurately, the upload will fail.

• If the CSV contains more than a year's worth of data, then the most recent year of data is used to calculate usage and bill information.

CSV File Example

Here's an example of a CSV file for PGE (interval data & monthly data)

If you have an excel file for homeowner interval data, you can click Save As and select Comma Separated Values, and then use that version to upload to EverBright.  

Where else can I access the CSV document on EverBright?

Once uploaded, you can also see the CSV document on Site Documents, this is the Document icon on the right side of every job.

To download the file, click the download icon as shown below:

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Related articles

To learn about usage entry, defaulting, or how to access the monthly electricity usage modal, check out the following article:

• How do I enter utility usage information?