> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ENERGY STAR Portfolio Manager

> Connect ENERGY STAR Portfolio Manager to EnerG for property links, pull sync, usage push, and certification scores

Connect **ENERGY STAR Portfolio Manager** to EnerG so portfolio teams keep compliance data in Portfolio Manager and operational meter data in EnerG. Use one Portfolio Manager data source to link buildings, pull properties and meters, push vetted monthly usage, and sync certification scores.

<Info>
  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.
</Info>

## What syncs

| Direction                     | Data                                                                                     | Outcome                                                               |
| ----------------------------- | ---------------------------------------------------------------------------------------- | --------------------------------------------------------------------- |
| **Portfolio Manager → EnerG** | Properties, meters, consumption, metrics, ENERGY STAR / certification scores             | EnerG stays aligned with Portfolio Manager after pull jobs            |
| **EnerG → Portfolio Manager** | Meter create or map, monthly usage totals, certification scores when enabled             | Portfolio Manager receives vetted EnerG data after quality gates pass |
| **Connection and status**     | Building ↔ Portfolio Manager property link, job history, last sync, errors, manual retry | You can see what synced, what failed, and why                         |

LEED and other non–Portfolio Manager programs stay on [manual certification records](/products/energ/sustainability/certifications). EnerG does not replace Portfolio Manager as the ENERGY STAR system of record.

## Sync rules

| Data                           | Authority                                                | Pull                                                  | Push                                                         |
| ------------------------------ | -------------------------------------------------------- | ----------------------------------------------------- | ------------------------------------------------------------ |
| Building ↔ property link       | You establish the link                                   | N/A                                                   | N/A                                                          |
| Meter definitions              | You create in Portfolio Manager or map an existing meter | Import discovers Portfolio Manager meters             | You provision from an EnerG meter                            |
| Monthly usage (closed month)   | EnerG after **100%** meter completeness                  | Refresh when a pull job runs                          | Push the monthly total to the mapped Portfolio Manager meter |
| Monthly usage (already pushed) | EnerG for corrections                                    | Pull does not silently overwrite a user-pushed month  | Re-push only when you start a correction                     |
| ENERGY STAR score              | Portfolio Manager on pull; user-approved on push         | Import score into Certifications                      | Write the score when score push is enabled                   |
| Building area / space use      | EnerG Configurations                                     | Portfolio Manager area may inform validation warnings | Area push is not included                                    |

Push eligibility uses **strict 100% completeness** for each meter calendar month. Partial months are skipped and recorded in the job detail.

## Connect Portfolio Manager

<Steps>
  <Step title="Open Data Sources">
    In the [portfolio view](/products/energ/get-started/navigation#portfolio-view), click `Data Sources` in the left sidebar.
  </Step>

  <Step title="Add Portfolio Manager">
    Select **+ Add Data Source**, choose **Portfolio Manager**, and enter a name for the connection.
  </Step>

  <Step title="Enter credentials">
    Provide Portfolio Manager API credentials with the permissions your sync plan requires. Validate the connection before you save.
  </Step>

  <Step title="Save">
    Save the data source. It appears under portfolio data sources with the other connectors.
  </Step>
</Steps>

## Link buildings to Portfolio Manager properties

Each EnerG building must link to one Portfolio Manager property before push jobs can run.

<Steps>
  <Step title="Open the building or sync settings">
    From the Portfolio Manager data source or the building sync status view, open the property link controls.
  </Step>

  <Step title="Select the Portfolio Manager property">
    Choose the matching Portfolio Manager property for the EnerG building.
  </Step>

  <Step title="Confirm the link">
    Save the link. Pull jobs scope to that property. Push actions stay disabled until the link exists.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Provision or map meters">
    Create Portfolio Manager meters from EnerG meters, or map to meters that already exist in Portfolio Manager.
  </Step>

  <Step title="Review eligibility">
    Before you push, preview which meter-months meet the **100% completeness** gate. Months below 100% are not sent.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Job details list per-meter and per-month outcomes, including skip reasons such as incomplete data.

## Certification scores

When a building is linked and score sync is available:

* Pull ENERGY STAR and related Portfolio Manager certification fields into [Certifications](/products/energ/sustainability/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)

Certification rows show **score source** (Manual or Portfolio Manager sync) and **last synced** when sync metadata is present. Export certification lists from portfolio or building Certifications when you need an offline file.

## 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:

| Symptom       | What to check                                                                     |
| ------------- | --------------------------------------------------------------------------------- |
| Push disabled | Building is not linked to a Portfolio Manager property                            |
| Month skipped | Meter completeness below 100% for that calendar month                             |
| API rejection | Credentials, write permissions, meter type, or unit rejected by Portfolio Manager |
| Rate limit    | Wait for retry with delay; re-run when the job returns to a ready state           |

## Next steps

<CardGroup cols={2}>
  <Card title="Portfolio data sources" icon="database" href="/products/energ/analytics/portfolio-data-sources" arrow={true} cta="Open">
    See all portfolio ingestion methods next to Portfolio Manager.
  </Card>

  <Card title="CSV uploads" icon="file-spreadsheet" href="/products/energ/data-sources/csv-uploads" arrow={true} cta="Open">
    Load historical bills when you are not using Portfolio Manager pull.
  </Card>

  <Card title="Data completeness" icon="shield-check" href="/products/energ/data-quality/data-completeness" arrow={true} cta="Open">
    Confirm meter-month completeness before usage push.
  </Card>

  <Card title="Building certifications" icon="award" href="/products/energ/sustainability/certifications" arrow={true} cta="Open">
    Enter and review ENERGY STAR and other certification scores.
  </Card>
</CardGroup>