This documentation relates to EnergyCAP version 3.6.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.
The Setup Manager provides an easy way to import multiple Vendors, Rates, Places, Organizations, Accounts/Meters and Cost Centers into EnergyCAP.
All imports are accomplished using Excel™ spreadsheet templates provided by EnergyCAP. The process is simple.
This method greatly speeds and simplifies the initial organization setup process.
NOTE: The EnergyCAP-generated setup spreadsheet templates may contain data from the current database. Always download a new template each time the Setup Manager is used, so that the most current information is used to generate the import template.