Facilities Utilities integrates with Utility API to connect your bills and information from your service providers right to your dashboards for reporting. Data is synced on the first day of each month.
If your utility is not listed, you can request it from Utility API.
This is a three-step process:
- Set up permissions.
- Configure the integration.
- Map your account and meters.
Step 1: Set up permissions
a. Select Admin > Roles.
b. Next to the desired role, click . The Edit Role page appears.
c. Under Integrations, select the Manage Utility API checkbox.
d. Click Save.
Step 2: Configure the integration
a. Select Admin > Integrations > UtilityAPI. The Manage UtilityAPI Connections page appears.
b. Click Add New UtilityAPI Connection. The UtilityAPI connection page appears.
c. Do the following:
i. Enter your Email.
II. Enter your desired Utility.
iii. Enter your UtilityAPI Email and Password.
d. Click Authorize access. A receipt appears when the connection is complete.
Step 3: Map your account and meters
a. Select Admin > Integrations > UtilityAPI. The Manage UtilityAPI Connections page appears.
b. Next the account you want, click . The Map Connection to Account & Meters page appears.
c. Select the desired account.
d. Select the desired meter(s).
e. Click Proceed with Mapping.
Your bills will be imported automatically. Click Bills to view them.
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