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Need help in this area? See Data Inventory FAQ.
Navigate to Data Inventory > Accounts to see all utility accounts across your portfolio. An account represents the billing relationship between your company and a utility provider, identified by the utility account number.

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Table columns

The accounts table displays the following columns by default: Account # is available from Columns — it is the utility account number, even when you have set a name. You can customize visible columns by clicking the Columns button above the table.

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Filtering

Use the filter bar to narrow results by:
  • Site — Show accounts for one or more sites
  • Utility type — Filter by commodity type
  • Tracking status — Show only tracked or untracked accounts
  • Street, Zipcode, Country — Find accounts by location. These search the addresses on the account’s meters and sites, so an account matches when any of its meters or their sites has a matching address. See Location filters for how related-record search and the Contains/Is match modes work.
Filters can be combined and appear as removable chips.

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Opening an account

Click any row to open a slide-out Account Sheet with a quick preview of the account’s key details, including its name, site, utility type, and tracking status. From the sheet, click View full detail to navigate to the account detail page.

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Bulk actions

Select one or more accounts using the checkboxes on the left side of the table to reveal the bulk actions toolbar. The selection persists across pages, so you can build up a set across filtered views before acting.
There’s no bulk delete for accounts. Use Mark as not tracked to stop collection on accounts you no longer need — historical data is preserved and tracking can be turned back on at any time. If you need an account removed entirely (for example, an emailed-connection account left over after switching to an online connection), email support@nectarclimate.com. See Switching between email and online connections for the typical flow.

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Tracking

Tracking tells Nectar which accounts to actively collect data for.
Disabling tracking stops future collection only. Bills and usage data that have already been collected remain in the system and continue to appear in analytics. To remove historical data from reports, you need to exclude or delete the individual records.
Common scenario: Nectar connects to a utility portal and discovers 25 accounts. Ten are for buildings you manage and fifteen are for others. Enable tracking on the ten you need and disable the rest — Nectar then only collects data for the accounts you care about. Another scenario: A client adds three new buildings mid-year. Nectar discovers the new accounts on its next collection cycle. Review them, enable tracking, set a start date, and Nectar begins collecting historical bills — no need to create a new connection if the accounts are under the same utility login.

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FAQ

Open the account, click Edit, and set Name. Leave it blank to show the account number again. Names are labels only — they do not change how bills match to the account. See Name.
Accounts are created automatically when Nectar discovers new account numbers from connections, uploads, or manual entry. You do not need to create accounts manually.
A tracked account is one that Nectar actively monitors for new bills. When tracking is enabled, Nectar expects bills to arrive on a regular schedule and will alert you if expected bills are missing.
Typically, an account is associated with a single site. However, some utility providers issue consolidated bills covering multiple service addresses under one account number. In these cases, Nectar maps the usage data to individual meters at the correct sites.