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Import data from Portfolio Manager

EnergyIQ users can import building data directly form ENERGY STAR Portfolio Manager into EnergyIQ. But there are some things you need to know before you start:
  • Importing your data is not instantaneous. You need to follow the steps outlined here which may take up to one hour.
  • You need a full year of energy data in Portfolio Manager in order to transfer it to EnergyIQ, which then organizes your energy data into annual segments.
  • Imported Portfolio Manager data overwrites earlier data. Building data is organized by building name. Newly imported Portfolio Manager Data with the same building name as EnergyIQ buildings will overwrite existing EnergyIQ data and prepended the building name with a "PM_" prefix. The data from buildings with unique EnergyIQ names (i.e., differing from building names in your Portfolio Manager account) will not change.
  • New/Updated building data overwrites old data. Updating your building data works the same way. All of the new data replaces all of the old data.
Procedure (What You Do) [download illustrated version]:
  1. Login to your Portfolio Manager (PM) account and click on the “Contacts” link at the top right of the page.
  2. Look for “LBL, EnergyIQ” in your list of contacts, if it’s not there, skip to step 5. Otherwise click directly on LBL, EnergyIQ. 
  3. Click on Disconnect to disconnect your account. This is a necessary action in order to reconfigure your account after the PM reconstruction. 
  4.  Now select “LBL, EnergyIQ” and Delete it.
  5. Click on the Add Contact button and search for “EnergyIQ” under “Name:” Connect with the account that appears on the right.
  6. Check the box to Agree. Then click on Send Connection Request.
  7. Go back to your home page by clicking on the “MyPortfolio” tab and wait for a confirmation to appear under Notifications. Confirmations are made every 15 minutes on the quarter-hour mark.
  8. Once you have been notified of the connection. Go to the "Sharing" tab and click on the Share a Property button. On the next screen, select which properties you would like to share with EnergyIQ and select "LBL, EnergyIQ" from your list of contact then click on Continue
  9. In the next screen, select Exchange Data for all meters in your property.
  10. From the pop-up screen, select "Full Access" for all options and Apply Selections & Authorize Connection.
  11. You will again have to wait for the quarter-hour mark for your properties to be shared. In the meantime, login to EnergyIQ.lbl.gov, and navigate to My Buildings where you should find the Connect to Portfolio Manager button.
  12. In the pop-up, enter your PM customer ID and click on Connect to Portfolio Manager.
  13. If by the quarter-hour mark, you don’t see the button change from Connect to Portfolio Manager to Import from Portfolio Manager then refresh the page and click on the button. 


Import Technique (What We Do):
EnergyIQ uses Portfolio Manager web services to retrieve annualized weather-normalized energy use metrics and building details to populate your account. The annualization and weather-normalization  methodology is documented in the ENERGY STAR Portfolio Manager about page. Note that Portfolio Manager only weather-normalizes electricity and natural gas data; all other fuel types are kept in raw form.

Some quick hints to get the most accurate metrics:
  1. Enter into Portfolio Manager all fuels present in your building for all years you are tracking. For example if you have recently added a new fuel, enter zero ("0") values as the meter information for that fuel in previous years. This is necessary because Portfolio Manager assumes there is missing data if a given fuel is not present in all years (and zeros are not entered to confirm the absence of a fuel) and will not calculate annual metrics.
  2. Align billing periods and avoid gaps as much as possible. Portfolio Manager will try to interpolate over gaps, and prorate billing periods that span multiple years. These calculations may yield different results than your actual "raw" energy consumption.
  3. Pay attention to the units. When entering meter information, ensure that the values you are entering correspond with the default or selected units that Portfolio Manager is assigning to your data. An unintentional difference in units will create a large discrepancy between the stored data and your actual consumption.
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Evan Mills,
May 8, 2014, 6:06 PM
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