You need valid Portfolio Manager API credentials with read access for pull jobs. Write permission is required for meter provisioning, usage push, and score write-back.
What syncs
LEED and other non–Portfolio Manager programs stay on manual certification records. EnerG does not replace Portfolio Manager as the ENERGY STAR system of record.
Sync rules
Push eligibility uses strict 100% completeness for each meter calendar month. Partial months are skipped and recorded in the job detail.
Connect Portfolio Manager
1
Open Data Sources
In the portfolio view, click
Data Sources in the left sidebar.2
Add Portfolio Manager
Select + Add Data Source, choose Portfolio Manager, and enter a name for the connection.
3
Enter credentials
Provide Portfolio Manager API credentials with the permissions your sync plan requires. Validate the connection before you save.
4
Save
Save the data source. It appears under portfolio data sources with the other connectors.
Link buildings to Portfolio Manager properties
Each EnerG building must link to one Portfolio Manager property before push jobs can run.1
Open the building or sync settings
From the Portfolio Manager data source or the building sync status view, open the property link controls.
2
Select the Portfolio Manager property
Choose the matching Portfolio Manager property for the EnerG building.
3
Confirm the link
Save the link. Pull jobs scope to that property. Push actions stay disabled until the link exists.
Pull from Portfolio Manager
Run or schedule pull jobs to import properties, meters, consumption, and metrics into EnerG. Mapping jobs follow the same patterns as other EnerG data sources. After a successful pull, open building sync status to review:- Last pull time
- Overall status (success, partial, or failed)
- Actionable errors when a job does not complete
Push meters and monthly usage
Configure push after buildings are linked. Push has two steps: meters exist in Portfolio Manager, then monthly totals post to those meters.1
Provision or map meters
Create Portfolio Manager meters from EnerG meters, or map to meters that already exist in Portfolio Manager.
2
Review eligibility
Before you push, preview which meter-months meet the 100% completeness gate. Months below 100% are not sent.
3
Push on schedule or Push now
Use the scheduled push when months become eligible, or select Push now when a month reaches 100% completeness and you need Portfolio Manager updated before the next run.
4
Correct pushed months deliberately
To update a month that already pushed, start an explicit correction. The scheduler does not overwrite already-pushed months on its own.
Certification scores
When a building is linked and score sync is available:- Pull ENERGY STAR and related Portfolio Manager certification fields into Certifications
- Enter or edit scores in EnerG when you track them manually
- Enable score write-back when you want user-approved scores written to Portfolio Manager (API-permitted fields only)
Monitor jobs and sync health
Use job history on the Portfolio Manager integration to review timestamps, status, and per-entity outcomes. Retry failed jobs after you fix credentials, mapping, completeness, or Portfolio Manager API errors. Common failure causes:Next steps
Portfolio data sources
See all portfolio ingestion methods next to Portfolio Manager.
CSV uploads
Load historical bills when you are not using Portfolio Manager pull.
Data completeness
Confirm meter-month completeness before usage push.
Building certifications
Enter and review ENERGY STAR and other certification scores.