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.
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.
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, click on Upload CSV.
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.