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.
There are three main differences that should be understood before embarking on updates through the Setup Manager:
Navigate to the Administration section in one of two ways:
Select the type of item (Vendors, Cost Centers, etc.) to be imported, using the drop-down list provided.
Generate and export the template by clicking the Generate Template button.
Add the required/desired data to the template.
When done, save the file and return to the Setup Manager screen.
Click the Launch Import Wizard button.
Click the Browse button.
Click Continue from the Setup Sheet Importer. EnergyCAP will attempt to import the spreadsheet data and will display the import results.
If a row of data representing an item has errors, that item will be added to a new Excel file containing all errors, and the problem cells will be highlighted; cell notations will be provided specifying the errors.
Once the import process has been completed, the application will display how many items were successfully created and how many items failed to be created. These failed items will be saved to a new Import Error spreadsheet template.