Uploading data for a single account style

Upload data in bulk for accounts that are associated with a single account style.

About this task

When you run the report, you are prompted to specify the report parameters.

Filter 1 in the Account Setup and Data Load report selection dialog specifies the type of information that the report exports. The options are:

Export account style supported values

The report exports a list of fields in the template and some guidance about the allowed values in each field. The field type indicates the expected format of any value:

Integer refers to whole numbers (no decimal values).
String refers to text data but can include most numbers and symbols as well.
Decimal types can be any number with or without decimal places. Any number value with more than 4 decimal places is rounded to 4 decimals.
Date values must always be formatted in ISO standard format (YYYY-MM-DD), for example, 2023-01-01.

The Supported Values column provides specific details relevant to your organization and the specific account style that you select when you are running the report. If multiple supported values are present for a field, then those values are listed and separated by a comma. For example, the Record Data Quality field is listed as Estimated, Actual. This means that the field supports two values; Estimated and Actual.

Export account styles with existing records only

The report exports data for locations and accounts with existing records. The locations and accounts match the reporting criteria. Select this option if you want to update existing records or add new records to accounts that have existing data.

Export select locations with or without records

The report exports data for accounts with records that match the report criteria. In addition to the existing records where existing accounts exist, a row is generated for each location where no account currently exists. The report provides the field values that are needed to create new accounts and load data into new accounts for any location that is covered by the report criteria.

Filter 2 specifies the account style to base the report on. All account styles in your organization are available for selection.

Filter 3 specifies the start and end period. All records that match the selection criteria where the record start and end dates are on or between the start period and the end period are included in the output.

Note: If a record starts before the start period or ends after the end period, it is excluded from the report, even if most of that record falls within the selected date range.

Selecting the Updated On option includes all records that match the selection criteria that were updated between the start and end period that you selected.

Note:

You can use the template to manually update an existing record. When you update a record, any attachments or notes that are linked to the record are overwritten. If you do not want to lose notes and attachments, remove these records from the template and manually updates these records from the user interface.
Even if you have two account styles with the same data capture fields, you cannot load data for both account styles in the same data loading file. The process validates that one account style is present in the file. The file fails if you upload more than one account style in the file.

Procedure

Run the Account Setup and Data Load report. In global search, select Reports and search for Account Setup and Data Load.
Select the report in the Reports grid to open it.
Define the reporting criteria.
1. Select the group and locations to include in the report.
2. In Filter by 1, specify whether to include locations with existing data records.
3. In Filter by 2, select the account style.
4. In Filter by 3, specify the start and end period of the report
Click Submit.
On the report, click Download as CSV.
Populate the report template with the data for your accounts.
For information about the fields in the report template, see Universal account and data loading report fields.
Save the report template as a CSV file or an XLS(S) format.
Follow the file name convention, which starts with the prefix Account_Setup_and_Data_Load. For example:
- Account_Setup_and_Data_Load Electricity data 2023.csv
- Account_Setup_and_Data_Load - Natural Gas account 12345.xlsx
Validate the file before you upload it.
Verify that all mandatory fields are populated, that ISO format dates are used, and that the correct prefix is provided.
If you are using the record type field to manage adjustments and reversals, understand whether new records will be added or existing records will be overwritten. Consider manually adjusting records in the platform instead to avoid overwriting records that you intend to keep.
Browse to upload the file. From the main menu, click Manage > Upload Files to open the Upload Files page.
1. Click Upload.
2. Assign a name to the upload process.
3. Attach the file.
4. Click Upload file.
Monitor the status of the file upload.

What to do next

When the file is uploaded, you can check the status of the file processing and loading in the grid. You might need to refresh the page to see the latest status. You can also download a copy of the original and transformed file.

The loading status indicates whether a file has either loaded successfully, failed, or loaded with errors. To view more information about the file, such as the compilation status and detailed error logs, click Actions and select Loading Logs.

For account data files, after the file has loaded, to view all loaded records click Actions and select View Records. You can also click Actions and select View Alerts to review any alerts that are triggered by account style threshold or variance rules.

For more information, see Troubleshooting uploaded files.