Folder and Meter Configuration

Meter active: Activate or deactivate a meter to save licenses. Deactivated meters no longer display data. You can find more information about deactivated meters in our FAQ under How do I deactivate my meter?.

To activate or deactivate multiple meters at the same time, you can move them into a folder in the meter / folder configuration, right-click on it, and select a bulk action.

Delete Node

Deletes the selected node or meter point from the tree.

Meters will then revert to the left side as unassigned meters.

Labeling Meters

All meters must be installed in the corresponding account. Commissioning

All meters must be labeled. Our suggestions for meter designations:

- Unit Meter number (e.g., APT 1 6352415)
- Medium Unit Meter number (e.g., Heat APT 1)

(Note: "WHG" stands for "Wohnung", which I translated to "APT" for Apartment. You can also use "Unit" or "Flat" depending on your preference).

Change cold water meters to warm water meters (if needed)

Certain M-Bus meter manufacturers indicate during data transmission that it is a cold water meter, even when it should be a hot water meter. In this case, the meter type must be overridden in smart-me.

1.Navigate to the Dashboard:

Go to the main Dashboard.

2.Select the meter:

Choose the meter in the Dashboard menu.

3.Click the gear icon:

Select the gear icon in the top right corner.

4.Advanced Settings:

Click on Advanced Settings.

5.Change Device Type:

Modify the device type.

6.Save:

Save your changes.

Note: This adjustment provides support in smart-me Billing. The auto-export for energy providers is not affected by this.

Note: For technical reasons, this manipulation is not possible with heat and cooling meters.

Folder structures and their influence on later processes

The current system allows for automated electricity billing. For this to work, heat and water must be kept separate from electricity. Nevertheless, mixed systems are possible to reduce the administrative effort for the tenant registers; unfortunately, this results in the loss of automated billing.

For systems with multiple heating setups, however, a separation into multiple properties is unavoidable.

Fundamentally, each individually created property is capable of mapping 1x electricity and 1x heat/water.

Correctly Mapping Buildings and Measurement Points

To prepare a building for billing, the appropriate properties and billing units must be created.

Basic Folder Structure for Each Building

The basic structure for each energy type and building consists of three main folders:

Property (billing configuration)
- - Billing Unit 1 of the Property (Apartment or Rooms)
    - - Apartement meter (100% shares)
  - Billing Unit 2 of the Property (Apartment or Rooms)
  - ...
Technical Meters (Collection of meter points not billed directly)
Any number of subfolders may be created here.
- - - Balance meter
    - Solar meter
    - General meters that are distributed on a percentage basis across billing units
    - Heat meters that are distributed on a percentage basis across billing units
    - Water meters distributed as percentages across billing units

Important note:

Each property can cover 1x electricity and 1x heat/water. If there are multiple heating systems involved, multiple properties are required. In this case, as many properties are created as there are heating systems.

Next step: create the structure for your project

Choose now the next step according to your current project:

Only Electricity

Electricity and 1 heat system

Electricity and multiple heat systems

Create folder and assign meter

In smart-me you can create a folder structure and assign corresponding meters to this folder. This allows you to map a building with different billing units (e.g. flats), for example.

To create new folders, proceed as follows:

Log in to the smart-me website.
Click on Configuration in the top right-hand corner
Click on Counter / Folder Configuration
To create a new folder select Add Node.
To assign a counter to a folder, drag and drop the counter into the folder. Folders can also be moved using drag & drop.

If you want to undo the allocation of a meter, select the corresponding meter and click on Delete Node. The counter is now displayed again under Unassigned counters.

Automatically creating folders with a CSV file

smart-me allows users to automate the process of creating folders as well as assigning and renaming meters using a CSV file. You will need a smart-me Professional subscription to use this function.

CSV files contain tabular data that is stored in text form. They can be edited with a text editor (e.g. notepad++).

Please note: Using this function will cause existing folders to be deleted. This means that any functions used with these folders will no longer work, e.g. if-then actions, smart-me billing configurations, etc.

The following columns (do not change the order) are contained in a configuration CSV file:

Spalten der Konfigurations-CSV-Datei

The separators ‘;’ and ‘//’ must not be used in names. They are reserved for separating columns and folders in paths.

If the four columns – ‘MeterPointId’, ‘ExportFormat’, ‘UploadType’ and ‘ExportInterval’ are present – the meter is also registered for auto export.

A sample configuration without auto export:

MeterSerialNumber;MeterName;FolderPath

102177;Büro 100;Wohnung 1. Stock Links // Büro

636731327420929937;Wohnzimmer 101;Wohnung 1. Stock Links // Wohnzimmer

101163;Schlafzimmer 102;Wohnung 1. Stock Links // Schlafzimmer

A sample configuration with auto export:

MeterSerialNumber;MeterName;FolderPath;MeterPointId;ExportFormat;UploadType;ExportInterval

102177;Büro 100;Wohnung 1. Stock Links // Büro;CH100;CSV_1;FTP_2;Weekly

636731327420929937;Wohnzimmer 101;Wohnung 1. Stock Links // Wohnzimmer;CH101;CSV_1;FTP_2;Daily

101163;Schlafzimmer 102;Wohnung 1. Stock Links // Schlafzimmer;CH102;CSV_1;FTP_2;Monthly

Editing CSV files in Excel

Excel also supports the editing of CSV files. There are two points to consider here:

Excel must be prevented from rounding the meter serial number or displaying it in an exponential form, e.g. by treating numbers as text in Excel.
The CSV file must be in the UTF-8 character set. Excel does not display umlauts correctly. However, these characters are displayed correctly in a text editor (e.g. notepad++).

The recommended workflow is as follows:

Log into the smart-me website: https://web.smart-me.com/login/
Click on ‘Configuration’ in the top right-hand corner
Click on ‘Meter/folder configuration’
Click on ‘Node configuration via CSV’
Click on ‘Download node configuration’ to download the current configuration as a CSV file
Edit the configuration
Check the configuration in a text editor that supports the UTF-8 character set to check whether meter serial numbers and names are displayed correctly
Click on ‘Browse’ and select the edited CSV file
Click on ‘Upload node configuration’ to apply the configuration (caution: the resulting changes cannot be undone)

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