Setup spreadsheets overview

Setup Spreadsheets Overview

Setup spreadsheets help you save time by creating multiple items at once.

  • The menu shows only spreadsheets you have permission to use.
  • Always download a new spreadsheet before adding data—it’s populated with information from your database.
  • Follow the required upload order when creating related objects to avoid errors.
  • To save time, select a value from the drop-down and copy it into other rows as needed.

Formatting Rules

  • Enter all information as text or dates.
  • Only the sheet named DataEntry is processed—you can add other sheets, but they are ignored.
  • Do not rename, delete, or rearrange columns.
 
Your user role and permissions determine what setup spreadsheets are available for download.

Setup Spreadsheet Log

The Setup Spreadsheet Log lets you review all the spreadsheet files you've uploaded for setup tasks.

How to access it

  • Open the Create dialog or
  • Go to the Settings menu (Gear icon) and select Setup Spreadsheet Log

What it tracks

  • A log of all uploaded files and their processing results.
  • You can only view your own uploads.
  • Users with the Administrator: Full Access role can view all users' logs.

Processing behavior

  • While processing, if 100 consecutive empty roes are encountered, processing stops, and the file is closed.
The original upload file is saved and available for download. You may be able to reverse any unintended actions with the original file. Any errors generated from a spreadsheet upload are saved in an error (kickout) spreadsheet.

Filter the spreadsheet log

You can filter the Setup Spreadsheet Log to quickly find file uploads and results.

Upload order when using spreadsheets

Upload spreadsheets in the following order.

For example, when you want to create a meter,  search to find the vendor, rate schedule, and building. If these items already exist, create the account and meter. If not, you need to create the vendor, rate schedule, and building (in that order) and then the account and meter.

  1. Vendors
  2. Rate schedules
  3. Buildings and Organizations
  4. Cost Centers
  5. Accounts and Meters

Create spreadsheets are available for

Update spreadsheets are available for