This guide will help you determine which to enroll your accounts as: Connect or Bill Upload. Both are options to automate the processing of your data into Measurabl for electric, fuel, and water meter data; the determinant being your accessibility to an online utility portal with PDF invoices available.
Connect vs. Bill Upload: Which should I use?
How to: Enroll Connect Accounts
| Connect | Bill Upload | |
|---|---|---|
| Best for | You have login access to the provider's utility portal | You can't access the portal or don't have login credentials |
| How it works | Pulls new and historical data directly into Measurabl (up to 2 years of history, if available) | Partially automated - you manually upload PDF invoices into Measurabl |
| Required info to set up | Utility provider name Utility account number(s) Utility provider login URL Username & password Security questions (if applicable) MFA/2FA turned off (if present) |
Utility provider name Account number(s) Access to PDF invoices |
Additional requirements for Bill Upload:
Your PDF invoices must include:
- Account number
- Provider name
- Start/end dates of meter readings
- Usage/consumption
- Submitted as only one utility bill per PDF file (a bill may have multiple pages, but must be combined into a single PDF)
- Scan quality of at least 300 dpi
Once enrolled, you'll need to periodically (monthly, quarterly, etc.) upload bills via drag-and-drop. See this guide for instructions.
FAQs
Can I switch my account from 'Bill Upload' to 'Connect'?
Yes. Follow the standard account enrollment steps:
- Open the Connect tab.
- Click the green Add Utility Accounts button in the top right of the table.
- Fill out the required prompts to add your account. Select 'Sync bills from utility provider portal', and enter the account number exactly as it currently appears.
- Click Save when complete.
Can I switch my account from 'Connect' to 'Bill Upload'?
Yes. Follow the same steps above, but select 'Upload bills manually' when setting up the account.
What if I have a lot of accounts I need to switch?
If you have many accounts to switch, use our Connect Accounts Bulk Upload Template.
Download the spreadsheet and fill in the required columns for each account:
If switching to Bill Upload:
| Field | Description/Notes |
|---|---|
| Building Name | Enter exactly as it is listed in Measurabl |
| Utility Provider Name | Service provider, enter exactly as listed in Measurabl |
| Account Number | Enter exactly as listed in Measurabl, including spaces, hyphens, etc. |
| Data Entry Type | Select 'Upload bills manually' from the dropdown |
If switching to Connect, also include:
| Field | Description/Notes |
|---|---|
| Utility URL | The URL to access the online portal of the provider |
| Username | Username to access the online portal |
| Password | Password to access the online portal |
You may add multiple accounts to this spreadsheet. Be sure to fill out the required columns for each account you add.
Send back the completed spreadsheet to our Support Team.