Update sites and organizations with a spreadsheet
What the spreadsheet is for
You can use the Update Sites and Organizations spreadsheet to view and bulk update site and organization details. This is helpful when you need to manage large amounts of data efficiently.
For organizations
Use the spreadsheet when you want to:
- See a list of all your organizations.
- See a list of all the sites under a specific organization.
- Check the organization type.
- Update the organization's name, code, or description.
For sites
Use the spreadsheet when you want to:
- View a list of all sites or just sites under one organization.
- Update the site's name, code, address, or other details.
What you cannot do
- ❌ You can't delete organizations or sites with this spreadsheet. Use the All Sites and Organizations feature in the application.
- ❌ You can delete values.
How it's organized
- Organizations come first, sorted alphabetically by organization code.
- Site follow, sorted alphabetically by site code.
Update spreadsheets save time and allow you to update multiple items at once.
- Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
- Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.
Formatting rules
- All information should be entered as text or dates.
- You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
- Do not remove columns.
Download the update spreadsheet
In the Create dialog, click Setup Spreadsheets.
- From the Setup Spreadsheets Log, click Download.
- Under Update Spreadsheets, choose Sites & Organizations.
- Set the filters as needed to limit the amount of data in the spreadsheet.
- Download the spreadsheet.
- The file name format is
yyyymmdd-UPDATE_BuildingsAndOrganizations.xlsx. - Add your information and save.
- Use Import to upload your spreadsheet.
- 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.
|
Column |
Rules |
|
Organization Code Update |
This code must be unique. The row fails to process if a duplicate is found in your database. See the list below for accepted characters in codes. |
|
Organization Name Update |
The name does not need to be unique but keeping names unique makes searching and reporting much clearer. |
|
Organization Type Code Update |
Update by choosing from the drop-down. Type is most useful in place type reports to compare similar organizations. If unsure choose the type Organization. |
| Organization Description Update | |
|
Parent Organization Code Update |
Update the parent code. This column is used for both organization and building.
|
|
SIte Code Update |
This code must be unique. A duplicate row fails to process. See the list below for accepted characters in codes. |
|
Site Name Update |
Enter an updated building name, duplicates are permitted but not recommended. |
| Site Type Update | The type can be used as a filter in charts and reporting and helps you visually categorize sites in your hierarchy. |
|
Site Address Street 1 Update |
|
|
Site Address Street 2 Update |
|
| Site Address Street 3 Update | |
| Site Address City Update | |
| Site Address State/Province/Region Update | |
|
Site Address Postal Code Update |
Enter updated postal code. |
|
Site Address Country Update |
Choose the new country from the drop-down. |
|
Latitude Update |
Enter updated latitude. |
|
Longitude Update |
Enter updated longitude. |
| Update Site Weather Station Based on Address |
Defaults to No. Either update the building weather station based on the address or enter the new weather station. |
| Site Weather Station Update | If building address is not used to update the weather station enter the weather station in this column. |
|
Construction Update |
Enter an updated building date. |
|
Floor Area Update |
Enter an updated floor area. |
|
Floor Area Unit Update |
Change the floor area unit by choosing from the drop-down. |
|
Floor Area Effective Date Update |
Enter an updated floor area effective date. |
|
Primary Use Code Update |
Update the primary use from the drop-down. Primary use is a system group available in the Groups and Benchmarks module. |
| Site Description Update |
Allowed characters for codes
|