Whether you're uploading data to manual bill points or backfilling gaps and historical data for other integrations, this app will help you upload data to your bill points faster than adding a single reading.
👍 This article will help you:
Understand the process of batch bill data uploads
Troubleshoot common issues
To access the Batch Bill Data Upload app, go to Apps > Data Management > Batch Bill Data Upload
Download and complete
Navigate to the Batch Bill Data Upload app and select Upload bill data.
Download the CSV template, which will include a list of existing bill points for the following integrations: Atrius Bills, Capturis, JIT Energy Services, Manual Bills, Arcadia Bills.
Remove any rows you don't need, fill out the required fields, and upload the CSV.
Required fields
Bill Point Atrius ID:
Start Date
End Date
Total Cost
Optional fields:
Consumption
Building
Bill Point Name
Utility Provider
Account Number
Meter ID
Consumption Unit
Consumption Cost
Peak Demand
Peak Demand Unit
Demand Cost
Service Charges
Taxes
Bill ID
Notes
📘 Atrius ID
The Atrius ID is unique identifier that maps the data entered to the correct bill point, which can be located on the bill point profile page.
Atrius IDs can be downloaded in batch by following these steps:
From the Bill Points page or the building-specific Bill Points tab, select all of the desired points by checking the boxes next to the point display names.
Navigate to the Actions dropdown > Export bill point details.
Name the file, and under Details select Atrius ID.
Export.
📘 Helpful Tips
Do not alter or delete the column headers in the template.
The following columns are required for every bill: bill point buildingos id, start date, end date, and total cost. (others may be left blank.)
The following columns are for your reference only and will not be used during the upload: building, bill point name, utility provider, account number, consumption units, and peak demand units.
All values should use the same units as listed on the bill point's overview tab (see "source currency" and "source unit").
The "bill point buildingos id" is what’s used to match your bill to the correct bill point.
Bills from multiple bill points may be included, but each bill should have its own row.
The $ sign and thousands separator comma are accepted.
Bills in the file will only overwrite existing bills in buildingos if the bill start/end dates match exactly between the two. if they don’t match, a status error will appear for your review. to override the error, provide a bill id to the associated overlapping bills.
Note that leading zeros in account numbers will likely not be visible in the file (e.g., an account number of "0004224753" will likely display as "4224753").
Upload and validate
When you've finished adding timestamps and readings to your file, be sure to save it in the "Comma Separated Values (.csv)" format.
In the last step of the modal, click "Browse for CSV" to find your saved file, and click Save.
You will be taken to the Batch Point Data Upload app, where you should see a new row at the top of the table with your filename.
Select the Timestamp format that was used in the file, and then select Process at the end of the row.
Your data may take some time to upload. You can monitor the job on the Data Processing Jobs page.
👍 What's next?
Once your data has finished processing, it's always a good idea to spot-check a few points to confirm the upload was successful. Navigate to a bill point's Data Manager to view the new readings.
Now that you've confirmed your data has been uploaded correctly you can display your data on Dashboards, review and assign Emission factors, set Alerts and more.