Create route readings with a spreadsheet

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.

Download the create spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download. 
  2. Under the Create Spreadsheet section, choose Route Readings, and then pick the route.
  3. Choose Download Spreadsheet.
  4. The file name format is yyyymmdd-CREATE_Readings.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Create route readings spreadsheet details

Column

Rules
Route (cannot edit) Lists the name of the route.
Route Order (cannot edit) Meter order in the route.
Meter Code (cannot edit) Meter code. Includes only meters with monthly channels.
Channel Import ID Unique identifier for a specific channel. Can use either a channel import ID or meter import ID.
Meter Import ID
Channel Type  
Interval  
Reading Date Timestamp This field is populated with the download date and timestamp of midnight. If needed enter a new date or time.
Value Enter the value.
Estimated Value Choose from the drop-down if you want to mark this value as estimated.
Note Enter any notes for this reading.

Example