Create bill points that can be used to upload and store data that isn't being ingested via our automated integrations.
👍 This article will help you:
Learn how to create new bill points in your organization using a CSV template
Understand the fields needed to create points in batch
Creating and uploading the template
To access the Batch Bill Point Creation app, go to Apps > Batch Bill Point Creation
Step 1: Select your integration.
Manual Bills: Allows you to manually upload bill data (consumption and cost) via the Batch Bill Data Upload app
Atrius Bills: Allows bill data uploads via an automated CSV or JSON push
Step 2: Download the bill point creation template.
Step 3: Open the template and enter your bill point information.
Building Name (required): Enter the building name exactly as it appears in Atrius.
Bill Point Display Name (required): Enter the display name you will use to identify your bill point.
Point Type: Enter the point type associated with your data (ex. Electricity, Natural Gas, Water, etc.).
Source Unit: Enter the unit of measurement in which data will be entered (ex. kWh).
Source Currency: Enter the currency in which data will be entered.
Account Number: Enter the account number associated with the bill point, if applicable.
Add to building totals:
Yes - Include in the Whole building total
If one bill point per resource per building, scope will be set to Whole building
If multiple bill points per resource per building, scope will be set to Sub point, and a Totaled bill point will be automatically created with a scope of Whole building
No - Do not include in the Whole building total
Step 4: Upload your completed template.
Ensure your file is saved in the "Comma Separated Values (.csv)" format.
Step 6: Upload CSV and validate your entries.
After you've uploaded your file, you will be taken to a new page, where you can correct any errors or update fields using the dropdown options.
📘 Tip!
On the Batch Bill Point Creation validation page, use the checkboxes and the Actions menu to update multiple rows at once.