Usage Data (Budget Consumptions)

Learn how to import Budget Consumption usage data using data imports

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Budget consumptions are an optional feature that can be used to amend expected usage for meters, to update forecasting of Commission in the contracts.

1. In the top menu bar on the right-hand side there is a menu option called ‘Admin’.
2. You can either hover over ‘Admin’ which will show you a dropdown menu and select ‘Data Imports’ or click ‘Admin’ and a left-side menu will appear, and you can click ‘Data Imports’ from here.
3. Click the dropdown labelled ‘Import Type’.
4. Choose ‘Usage Data’ and open the downloaded Excel template.
5. Complete the fields in the template. As a minimum, the mandatory fields for this upload are:
   • Customer Name
   • MPAN/MPRN/SPID (Prefix with # e.g. #1476892878754)
   • Utility (HH / NHH / Gas / WS / WW)
   • Consumption
   • Effective Date
   • End Date
6. When you are happy you have filled in all important Usage data, save the spreadsheet as a CSV file.
7. Go to Admin > Data Imports
8. Select ‘Usage Date’ in the dropdown then ‘upload’.
9. Choose File (and find the spreadsheet you saved on your computer) then click Save.
10. If your upload is successful the status column will say ‘Completed’.
11. If the import has failed, the import screen will show as failed. To view these failures you can select ‘go’ under actions and ‘download error log’ to find out what has specifically failed and needs amending before repeating steps 8-10.