Create CSV data sources, map columns, upload billing history, and assign meters at the building level in EnerG
CSV uploads let you load historical utility data from spreadsheets or exported reports. Add the source at the portfolio level, then open your named CSV source from Building data sources to upload files, review history, and assign meters to each site.Use CSV uploads when you lack Arcadia automation or need a one-time backfill before you switch to ongoing collection.
Download the official template for your upload type before you prepare the file. Use the field reference for supported service types, units of measure, currencies, and required columns. After the first successful mapping, new files for the same source map automatically.
In the portfolio left sidebar, click Data Sources.
2
Start the upload
Click + Add Data Source. In the Add Data Source dialog, select CSV Upload from the API dropdown. Enter a name for the data source in the Name field.
Add Data Source dialog with CSV Upload selected
3
Upload your file
Drag your CSV file into the upload area or click to browse. Click Next to proceed to column mapping.
4
Map columns
The Field Mapping interface shows your source columns on the left and required target fields on the right. Drag each source column to its matching target field. A progress indicator tracks how many required fields you have mapped.Required fields include Account Number, Meter Number, Meter Name, Service Type, Usage, Unit, Start Date, and End Date.
Field Mapping interface with source and target columns
5
Save the data source
Click Save. The source appears under All Data Sources for every building in the portfolio.
Each CSV source is named for the provider or file set, such as Goyo - Water or Goyo - Electric.
From Portfolio Home, open a building in the building view.
2
Open the CSV source
Expand Data Sources in the left sidebar. Under All Data Sources, click your CSV source name.
The source page shows a CSV Upload badge, PRIVATE visibility, and Meters and Accounts tabs. Use Meters to upload reads and manage building assignments.
Click + Upload Data to open the Upload New Data modal.
Upload New Data modal with automatic mapping
1
Open Upload Data
On the Meters tab, click + Upload Data.
2
Confirm mapping
When the banner reads Mapping is complete; New Files will be mapped automatically, review the default mapping list. Each row pairs a source field (for example cost_currency) with a display label (for example Cost Currency).
3
Choose a file
Drag a CSV into the drop zone or click Choose a file or drop it here.
4
Submit
Click Submit. EnerG starts a job that moves through validating, processing, then done or failed. Wait for the job to finish before you treat the upload as complete. Success and error counts appear when processing ends.
For the first file on a new source, complete portfolio-level Field Mapping before building uploads inherit the default profile.
Click View Upload History to review every file uploaded to this source.
Upload History page with file status counts
Column
What it shows
File
Uploaded filename as a link
Job status
Validating, processing, done, or failed
Rows
Row counts by outcome: success (green), pending (orange), and error (red)
Click the eye icon on a row to inspect row-level results. Failed rows include the row number, field, and reason so you can correct the file and re-upload.
Click Assign Meters to link CSV meters that exist in the portfolio but are not yet tied to this building.
Add existing Meters dialog for CSV sources
Search the list, select meters, then click Submit. If the table is empty, upload a CSV at the portfolio level first or confirm meters are not already assigned elsewhere.
Remove CSV meters from the building assignment without deleting the underlying records in the portfolio.
Unlink Meters from Building dialog
Select meters, then click Unlink. Historical reads may remain in the portfolio; the building no longer rolls them into dashboards. See Unassign meters for the building Meters page workflow.
