Utility Data

Utility Billing Data can be populated in EnergyTracer one of three ways: automated bill imports with tied utility portal credentials, manual bill entry, or data upload:

• Bills are organized by year, the most recent billing data will display at the top. Sub-accounts will display as separate tabs under the "Manage Bills" tab. Fields shaded yellow indicate a 10% or more discrepancy between the same billing period last year
• If an account has sub-accounts, the "Sub-Account" tab can allow for these to be omitted from reports

Automated Bill Imports 

To enable automated monthly billing data imports and to retrieve billing history (usually up to 3 years), please contact us. This feature requires a paid subscription.

Manual Bill Entry 

Bills can be manually entered under the "Manage Bills" tab of each account. Start Date, Read Date, and Utility Year/Month are required.

Data Upload

1. Go to the "Accounts" tab and click an Account #
2. Click the "Upload Bills" button on the top-right corner of your screen
3. Click "Download Utility Template" and input data. Note: Do not delete any unused tabs in the spreadsheet!
4. Save template to your computer and use the "Select a File to Upload" button to upload the saved template