Setup spreadsheets overview

Last updated July 6, 2026

Setup spreadsheets are Excel-based templates you download from EnergyCAP, fill in with your data, and upload to create or update records in bulk. They are the fastest way to make large-scale changes—such as adding sites, meters, accounts, or vendors—without entering each item one at a time in the application.

There are two types: Create spreadsheets for adding new records, and Update spreadsheets for modifying existing ones. Always download a fresh copy before filling it in, as the template is pre-populated with data from your database.

Setup Spreadsheets Overview

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

Always download a new spreadsheet before adding data—it’s populated with information from your database.
To save time, select a value from the drop-down and copy it into other rows as needed.
To update actual utility bill use and cost, use the Bill Import File from the Bills module.

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.
If you copy and paste information, you must use the paste as values option.

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 rows 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 when creating objects.

For example, when you want to create a meter, search to find the vendor, rate schedule, and building you want to use with the meter. 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.

The creation order is:

Vendors
Rate schedules
Sites and Organizations
Cost Centers
Accounts and Meters

Create spreadsheets are available for

Update spreadsheets are available for