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How do I set up a connection with my customers in Portfolio Manager to enable us to share and exchange data? Follow


In order to exchange data in Portfolio Manager, users must set up a connection with a web services provider account and then share their properties and/or meters with this account.

The Web Services Connection and Sharing Document provides details and screenshots on the process. We've outlined the basic steps here:

1. The user must first submit an account-level connection request to your web services account and accept your account's terms and conditions.

2. You will then need to accept the connection request within your web services account.

3. The user will then be able to share properties and/or meters with your web services account. They'll include any custom fields you require when sharing these properties and meters with your account.

4. You will then need to accept those property and meter shares to begin exchanging data.

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