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This Documentation relates to 3.5.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Description

The Setup Manager offers a specific template for importing Organization and Building information.

This topic will...

  • provide all the rules and restrictions included in the Setup Import Organizations & Buildings template.

Prerequisites

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

Rules & Restrictions

Template ColumnsRules
Organization Code
  • Required for Organization; 
  • Code must be unique
  • Allowable characters include: A-Z, 0-9, "&", "_", "/","-", and whitespace other than "\n"
Organization Name
  • Required for Organization; 
  • Does not have to be unique
Organization Type Code
  • Not Required for Organization
Parent Organization Code
  • Not Require for Organization; 
  • This is the Organization that the newly create Organization will be listed under; 
  • If blank , the User's Top Most organization will be selected as the Parent Organization
Building Code
  • Required for Building; 
  • Code must be unique
  • Allowable characters include: A-Z, 0-9, "&", "_", "/","-", and whitespace other than "\n"
Building Name
  • Required for Building; 
  • Does not have to be unique
Street1
  • Not Required for Building; 
  • The address entered will be imports as the billing address for the building
Street2
  • Not Required for Building; 
  • The address street2 can be added without filling in an address street1
Postal Code
  • 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
Country
  • Not Required for Building;
  • Only Canada and United States are specifically identified. Anything else can be classified as 'Other'
  • If blank, country will default to United States
Floor Area
  • Not Required for Building;
  • Positive Numeric Values only;
  • Decimals are rounded to the closest whole number;
  • Negative values are not imported and cause a kickout error
Floor Area Unit
  • Not Required for Building;
  • If a value exists in the floor area column, unit defaults to Square Feet if left blank
Floor Area Effective Date
  • Not Required for Building;
  • If a value exists in the floor area column, date defaults to 1/1/2000 if left blank
Primary Use Code
  • Required for Building; 
  • If blank, Primary Use will default to 'Other'

 

Additional Information


Q: After I import a building, is EnergySTAR enabled for the building?
A: EnergyStar will be enabled if a floor area and postal code for the building are included in the setup template. However, if the building Primary Use is not defined, the Primary Use field for the new building will default to Other.  If a building with a Primary Use type of Other is submitted to ENERGY STAR, a building rating will not be returned.

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