Update meters with a spreadsheet

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.

Organizations are listed alphabetically by organization code, followed by buildings listed alphabetically by building code.

Download the update spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, choose Meters.
  3. Set the filters as needed to limit the amount of data in the spreadsheet.
  4. Download the spreadsheet.
  5. Name format is yyyymmdd-UPDATE_Meters.xlsx.
  6. Add your information and save.
  7. Use Import to upload your spreadsheet.
  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.
Available update columns are listed below.

Column

Rules

Meter Code Update

This code must be unique. A duplicate row fails to process.

Meter Name Update

Duplicates are permitted but not recommended.
Meter is Active Update Choose from the drop-down.

Time Zone Update

Choose the time zone for the meter.

Meter Serial Number Update

Enter the new serial number.
Last Meter Serial Number Update Copy the old serial number here to keep a copy in history. This field is searchable in the application.
Last Meter Serial Number Changed Update Enter the date when the serial number changed.

Meter Import ID Update

Enter the new meter import ID.

Parent Building Code Update

Choose from the drop-down. If you want to attach the meter to a new parent building, it must be created before downloading this spreadsheet.

Primary Use Update

Primary function of the meter, used for reporting and benchmarks.

Vendor Role Update

Choose the vendor role from the drop-down for the account/meter relationship.
Rate Schedule Update Choose the new rate schedule from the drop-down. If you want to use a new rate schedule, it must be created before downloading this spreadsheet.

Rate Effective Date Update

Enter the date the new rate schedule became effective.

Meter General Ledger Record Update

If you choose a GL Record from the list rather than keeping the unique record assigned by default, the selected record could be used by multiple meters. (not a good thing)

This may or may not work for your configuration. The important point to remember is any updates to the subcodes affect all the meters associated with that GL Record.

Use Unit Update

Update the use unit for the meter.

Demand Unit Update Update the demand unit for the meter.

Replace Address with Account or Building Address

The associated account or building address replaces the existing meter address and all other address fields in this sheet are ignored.

Street 1 Update

Street 2 Update
Street 3 Update
City Update
State/Province/Region Update

Postal Code Update

Country Update

Choose from the drop-down.

Latitude Update

A future enhancement will include a meter map.

Longitude Update

A future enhancement will include a meter map. 

Meter Description Update Add a description for this meter.