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If your team runs utility operations in spreadsheets, you can move the structure into Nectar with self-serve bulk import, then collect bills through the platform instead of pasting monthly values by hand. Self-serve bulk import covers sites, connections, and custom variable values on existing sites. Accounts, meters, and bills are created when you collect or upload data — not from a full-history spreadsheet template.

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How spreadsheet workflows are usually organized

Common spreadsheet setups include columns for:
  • Utility provider and account number
  • Site address or building name
  • Billing period start/end
  • Usage values (for example kWh, therms, gallons)
  • Charges, due dates, and payment status
  • Notes for exceptions and follow-up
These columns describe typical source files. They are not a single Nectar import template.

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What you can import yourself

See also: Glossary — Bulk import

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How spreadsheet columns relate after collection

You work inside an existing company. Companies are not customer-imported from a spreadsheet.
1

Audit your source spreadsheets

Identify canonical files, remove duplicates, and define the authoritative columns for each utility type.
2

Import sites

Download the site template, map columns, and bulk-import sites. Optionally import custom variable values onto those sites.
3

Bulk-create connections

Use the connection bulk import to create online and email connections tied to your sites. Set each connection’s collection start date so Nectar pulls the historical window you need.
4

Collect historical and ongoing bills

Bills arrive through connection collection, uploads, invitations, or manual entry. There is no self-serve historical-bill spreadsheet import. Nectar can help migrate history when that is part of your onboarding.
5

Replace manual spreadsheet collection

Shift future intake to connections, uploads, or invitations, and monitor Completeness and Issues.

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What improves in Nectar

  • One governed dataset instead of versioned spreadsheet files
  • Structured QA through Completeness and Issues
  • Role-based access and repeatable exports
  • Automated collection plus portfolio analytics

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Nectar support during migration

Email support@nectarclimate.com if you need help mapping source files, validating a pilot set of sites, or migrating historical bills beyond self-serve import.