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Current Documentation for EnergyCAP Online

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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

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