Importing Bills into ML Utilities

Users with a role that has the "Import Bills" permission will have access to importing bills via the bills page on the left-side navigation menu. 

IMPORTANT NOTE:

• Make sure you have all of your Accounts and Services built out first. This import does not create Accounts or Services.
• Similarly, if you are looking to add Bills with Line Items with this import, please make sure all Meters are built out first. This import does not create Meters.

1. Go to Bills from the left-side navigation menu.

2. Click Actions > Import Bills. 

3. Select the "Generate Import File" button on the top right of the page

An excel template file will be downloaded into your local files. The template includes instructions of how to populate information for your bills.

4. Once you have your file ready for import, select the "Select Files..." button and upload your file OR you can drag and drop the file into the Drag and Drop area on the page.

5. Select the Upload Button

6. The system will audit the data and ensure the data is ready to be imported. 

• If the Audit finds data that can not be imported, for example, an account doesn't exist in the system etc.. then the audit will provide a breakdown of each individual issue found, line by line.
• 

7. Select Import Data 

8. Your file is now successfully imported into ML Utilities