To upload a usage data file as a comma separated value (CSV) file, select the CSV entry mode when you edit utility usage data. Learn more about how to reach this modal and how it is defaulted in our usage entry overview.
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.
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).
- 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.
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.
If the the Bill Cost Entry feature was not activated in your account, the CSV upload can be accessed by clicking Upload CSV as shown below.
To learn about usage entry, defaulting, or how to access the Monthly Electricity Usage modal, check out the following article: