To get data directly from your utility provider you will want to establish an exchange data sharing relationship with them so they can import your meter entries into Portfolio Manager on your behalf.
Step 1: Confirm your utility offers this service. Check your Energy tab for a message telling you that your Utility is offering this service. If it is, you should see a message like this with a link to connect.
- If you don't have a message, check this fact sheet to double check if your utility offers this service.
Step 2: Send a "Connection Request" to your utility in Portfolio Manager. (like sending a Facebook friend request)
- If you have a message on your Energy tab - click the "connect" link to be led through the process.
- If you don't have a message on your Energy tab, use the links in this fact sheet to contact your utility to get their Portfolio Manager username.
- Go to the Contacts page (top right in Portfolio Manager)
- Use the "Search for new contacts" (top right) to find this username
- Once you find your utility's account (web services accounts will be denoted with a chain-link icon), click the blue "Connect" button on the right to send them a connection request.
* Please note that each utility will have different terms and conditions that you will be required to accept in order to submit a connection request to their account. The utility may also require that you enter information for specific “custom ID” fields, in order to verify your identity and authenticate your connection request.
Step 3: Wait for your utility to accept your connection request. When this happens, a notification will appear on your MyPortfolio page to confirm you are now connected.
Step 4: Share your property(ies) with your utility.
- Go to the Sharing tab
- Click "Set-Up Web Services / Data Exchange"
- Under "Select Web Services Provider," select your utility from the drop down list
- Under "Select Properties," choose the property(ies) that you'd like your utility to update
- Under "Choose Permissions," select “Exchange Data Full Access” or "Exchange Date Custom Access" (if you want to limit the meters your utility can access)
- At the bottom of the page click "Authorize Exchange"
* Please note that your utility may also request that you provide additional information via custom fields at this stage. Custom fields are open text fields that allow you to enter additional information about a property or meter. Please see your utility’s website or contact them directly if you have questions about the information they require.
If you were routed to the sharing template from the Data Exchange set-up page then be sure to select the "Individualized" permission levels as opposed to the "Bulk" option so you're taken to the right set-up page instead.
Step 5: Wait for your utility to accept your properties. Once they do, you will receive notifications in your account confirming that the properties and meters are now shared with the utility’s account.