To upload a usage data in a Comma-Separated Values (CSVs) file format, select the option CSV Upload for the 'Edit Usage By' dropdown under Annual Usage. This can be found on the Usage phase of a job.

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For CSV Upload, the data format is critical for the functionality to work.  Please review the instructions and example data provided on the page to ensure your data is formatted correctly.  Note that there are four formatting options we currently support for CSV uploads: UtilityAPI, PG&E/SCE, SCE, and SDGE.

How do I upload a CSV file?

1. Open the job

2. Go to the Usage phase

3. Scroll down to Annual Usage Section

4. Select CSV Upload on the Edit Usage by dropdown menu, as shown above

5. Via the Format dropdown menu, select the one of the four available CSV formatting styles (see below)
   
   
   

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6. A quick guide will show based on your formatting selection (see 3 bullet points above) - it is very important to ensure your CSV follows the instructions and has the correct format as displayed in the table to the right.  Column headers for their respective formats must appear as follows:

   1. UtilityAPI: interval_start, interval_end, interval_kWh

   2. PG&E / SCE (old): date, start time, end time, usage

   3. SCE (new): energy consumption time period, usage (real energy in kWh)

   4. SDGE: date, start time, end time, usage

      1. All data for UtilityAPI, SCE, and SDGE formatting should be entered inclusively (e.g. 0-1:00, 1:00-2:00).  Data for PG&E / SCE (old) should be entered exclusively (e.g. 0-0:59, 1-1:59).

      2. Dates and times are entered in the same cell for UtilityAPI and SCE (new) formats, but separate cells for PG&E / SCE (old) and SDGE.

7. Select Upload Usage CSV

8. You'll then be prompted to upload a file. Once a file is selected, you'll see a spinning wheel on the Upload Usage CSV Button.

How does EverBright handle different use cases of data?

• If any the required columns (per the format you've selected) are missing on the CSV file you're trying to upload, it will fail.

• If any rows are missing on the CSV, EverBright will automatically extrapolate this missing data to ensure a successful upload.  If too much data is missing and we are unable to extrapolate accurately, the upload will fail.

• If the CSV contains more than a year's worth of data, then the most recent year of data is used to calculate usage and bill information.

CSV File Example

Here's an example of a CSV file for PGE (interval data & monthly data)

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If you have an excel file for homeowner interval data, you can click Save As and select Comma Separated Values, and then use that version to upload to EverBright.  

Where else can I access the CSV document on EverBright?

Once uploaded, you can also see the CSV document on Site Documents, this is the Document icon on the right side of every job.

To download the file, click the download icon as shown below:

Related articles

To learn about usage entry, defaulting, or how to access the monthly electricity usage modal, check out the following article:

• How do I enter utility usage information?