Uploading data for varied account styles where the account styles capture only a primary measure and optionally cost

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Upload account data in bulk for accounts that have varied account styles where the account styles capture only primary measure and optionally cost.

For simple account styles, the Account Setup and Data Load - PM&C template allows you to upload data for multiple account styles in bulk. Simple account styles contain a primary measure and might also include total cost.

If you have account styles with primary consumption and multiple secondary fields and multiple cost fields, you cannot use the Account Setup and Data Load to upload account data. Instead, upload the data one account style at a time by using the procedure in Uploading data for a single account style.

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 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.
Each row represents a unique account style. The link and caption is provided for referencing in your data upload.
This data loading process loads multiple account styles in a single upload data file. The upload caters for primary quantity and cost fields only. It is important to review this account style list as it contains the supported account styles to be uploaded through this process. Account styles not in this list contain rules that load data into the primary quantity field or secondary account style fields, or both. For these specific account styles, use the Account Setup and Data Load to ensure data accuracy and completeness. Refer to Uploading data for a single account style.
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 data type category to base the report on. The Data Type Category enables you to select a sub-set of account styles that are enabled for your organization. Alternatively, if not filtered, your extract shows all enabled account styles.

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.
  • If you have account styles that have primary consumption but multiple secondary fields and multiple cost fields, you cannot load data these account styles in the same Account Setup and Data Load - PM&C data loading file.
  1. Run the report. In global search, select reports and search for Account Setup and Data Load - PM&C.
  2. Select the report in the Reports grid to open it.
  3. 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 data type category.In Data Type Category, you can select a sub-set of account styles that are enabled for your organization. Alternatively, if you do not use this filter, your extract shows all enabled account styles.
    4. In Filter by 3, specify the start and end period of the report. 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.

      Select the Updated On option to include all records that match the selection criteria that were updated between the selected Start and End Period.

  4. Click Submit.
  5. On the report, click Download as CSV.
  6. 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.
  7. 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.

  8. 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_-_PM&C. For example:
    • Account_Setup_and_Data_Load_-_PM&C Electricity data 2023.csv
    • Account_Setup_and_Data_Load_-_PM&C - Natural Gas account 12345.xlsx
  9. Browse to upload the file. From the main menu, click Manage > Upload Files to open the Files Uploaded page.
    1. Click Upload.
    2. Assign a name to the upload process.
    3. Attach the file.
    4. Click Upload file.
  10. Monitor the status of the file upload.
Monitor the status of the processing of the file. From the main menu, click Manage > File Processed - Accounts & Setup to open the Files Uploaded page.

When you upload the data file that you populate, if a file loads with errors, those errors are noted in the receipt report and in the Files Uploaded page.

If a connector fails due to a critical error, such as when the file name is incorrect, then the receipt report is not generated and the file does not appear in the Files Processed - Accounts & Setup grid.
Note: New files are picked up for processing every 30 seconds. It may take a few minutes for your file to appear in the Files Processed - Accounts & Setup after it is picked up.
For more information, see Troubleshooting uploaded files.