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UB Import Meter Readings

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Summary

The Meter Readings Import window is used to upload the meter readings from an import file to the Springbrook application. Select the format of the file you would like to import in the window, enter the reading period and reading year of the meter readings in the file and upload the file. The meter readings in the import file will update the UB customer accounts. 

After meter readings have been imported, you can run the Misread Meter Readings Report to find meter readings that may have been misread.

Step by Step

 

1     Open the Import Meter Information window (UB> Meter Management> Readings Import).

 

2     Complete the Settings section.

  • The Configuration drop-down menu is used to select a user-configured import file or to select Non-Configurable if your organization uses a third-party meter layout.
    • User-configured import files are created and maintained on the Import Configuration Maintenance window (SS> Maintenance> Import Configuration).
  • Select your meter manufacturer from the Layout drop-down menu. This field will only be enabled is Non-configurable is selected in the Configuration field above.
    • Click the Display Report Layout icon at the top of the window to display the expected file format of the selected manufacturer.
  • The File Name field is used to enter the path of the import file. Click the Input File field label to select the file from a window.
  • Verify that the Reading Period and Reading Year are correct.
    • The Reading Period and Reading Year are the meter read period and year that will be assigned to all of the imported meter readings.
    • The Reading Period and Reading Year fields will default to the current calendar month and year.
  • The Override Read Date field is used to specify a read date for the imported readings. This read date will override the read date originally associated with the meter readings.
  • The Create Service RequestsImport Meter LocationImport Location Table and Import Latitude/Longitude toggles will only be active if the Layout selected above can utilize those options.
  • Click the Display Report Layout icon to open a window that displays the required fields and format of the meter manufacturer selected in the Format field. If you are getting errors when you are trying to import your file, check this report to verify the format of your import file is correct.
  • Click the Confirm icon to import the meter readings immediately or enter a date and time in the field next to the Confirm icon to schedule the import to process at a later time. You can view the progress of the import on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
    • Any errors that occur during the import process will display in an information window.
  • After you have imported the meter readings, print a Proof List of the meter readings (UB> Meter Management> Proof List).
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