Update manual site groups with a spreadsheet

Last updated October 7, 2026

How it works

Use this spreadsheet to manage manual site group memberships. It provides a complete list of:

  • All manual groups
  • Their current members

Add or remove members

To add members:

  • Insert a new row for each member under the correct group.

To remove members:

  • Delete the row entirely.

Note: EVERY group and member is fully reprocessed when the spreadsheet is uploaded. Make sure it reflects the desired final state.

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

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download. The download menu lists spreadsheets matching your permissions.
  2. Under Update Spreadsheets, choose Groups: Site Group Members.
  3. Set the filters as needed to limit the amount of data in the spreadsheet.
  4. Download the spreadsheet.
  5. The file name format is yyyymmdd-UPDATE_SiteGroups.xlsx.
  6. Add your information and save.
  7. Upload the information into EnergyCAP with Import.
  8. 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.
    Setup Spreadsheets Log with the Download, Import, and Done buttons and an arrow pointing to Download, above a table of processed spreadsheets with type, action, processed date, successful, skipped, errors, and status.
Available update columns are listed below.

Column

Rules

Site Code

Delete or add site code. It may be necessary to insert a row into the correct group.

Example of an update spreadsheet

Update building group members spreadsheet with the columns Site Group Name and Site Code for the group 2020 Rebuild Projects, with callouts Insert a row to add a new site and Delete to remove the member from the group.