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This Documentation relates to 3.5.
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Description

The Setup Manager offers a specific template for importing Account and Meter information.

This topic will...

  • provide all the rules and restrictions included in the Setup Import Account template.

Prerequisites

  • All the vendors, rates, cost centers, and buildings to be referenced in the template must be imported before creating the Setup Import Account Template.
  • Understand how to set up hierarchical templates. Please refer to Setup Manager Importing of Hierarchical Items for more specific details.
  • Setup Import Account Template must be generated using the instructions provided by the Setup Manager.

Rules & Restrictions

 

Template ColumnRules
Account Code
  • Required for Accounts; 
  • Account Code does not have to be unique. However, the combination of the Account Code and the Vendor Code must be unique.
  • Allowable characters include: A-Z, 0-9, "&", "_", "/","-", and whitespace other than "\n"
Account Name
  • Required for Accounts
  • Does not have to be unique. Can consist of letters, numbers, and special characters.
Service Address Street1
  • Not Required for Accounts
  • The address entered will be imported as the billing address for the account.
Service Address Street2
  • Not Required for Accounts
  • The address street2 can be added without filling in address street1
Service Postal Code
  • Postal Code is required if the Service Country is United States or Canada; 
  • Code format should be xxxxx-xxxx (xxxxx is accepted) for United States OR xxx xxx for Canada; 
  • Can consist of numbers and dashes
Service Country
  • Not Required for Accounts
  • Only Canada and United States are specifically identified. Anything else can be classified as 'Other'
  • If blank, country will default to United States
Cost Center Code
  • Required for Accounts
  • This is the Cost Center that the account is directly listed under.
Chargeback Account
  • Required for Account
  • If blank, chargeback account type will default to No
Customer
  • Required for Account if Chargeback Account value is Yes
  • No value allowed if Chargeback Account value is No
  • Select a Customer from the available customers in the dropdown list.
Vendor Type
  • Required for Account
Vendor Code
  • Required for Account AND Meter
Commodity
  • Required for Meter
Time Zone
  • Required for Meter; If blank, defaults to admin meter timezone setting

Meter Serial #
  • Not Required for Meter
Meter Import ID
  • Not Required for Meter
Meter Code
  • Required for Meter; 
  • Meter Code MUST be unique in order to create a new meter. The meter code can exist in the sheet multiple times when creating a new meter/account combination.
  • Allowable characters include: A-Z, 0-9, "&", "_", "/","-", and whitespace other than "\n"
Meter Name
  • Required for Meter; 
  • Does not have to be unique. 
  • Can consist of letters, numbers, and special characters.
Parent Place Code
  • Required for Meter; 
  • This is the Building the meter is directly listed under; 
  • Select a Building from the available buildings in the dropdown list.
Meter Primary Use
  • Not Required for Meter
Parent Account Code
  • Required for Meter;
Rate Schedule Code
  • Required for Meter;
  • Rates available in the drop down are populated based on the Vendor and Commodity selected.
Bill Entry Template
  • Required for Meter;
  • Templates available in the drop down are populated based on the commodity selected

 

Additional Information


Q: Can Accounts and Meters be added in the same spreadsheet row?
A: No, accounts and meters need to be put on separate rows of the spreadsheet. Parent items must precede child items. Please refer to Setup Manager Importing of Hierarchical Items for more specific details.

Q: How do I create Chargeback Meters?
A: If the meter being created is attached to a Chargeback Account, the meter type is automatically set to Chargeback.  

 

 



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