How to Download Portfolio Manager Data

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You can download your entire portfolio, a single property, or a single meter:  

  1. Download your entire portfolio:
    • If you have less than 100 properties, you can download your entire portfolio at the bottom left of your "My Portfolio" page.
    • If you have more than 100 properties, you'll be re-directed to the Custom Download page.
  2. Download your entire portfolio in batches (Custom Download):
    • You can download up to 1,000,000 rows at a time. You'll need to decide if you download by property, or by meter data, etc.
    • Meter Data is usually the largest amount of data. You might want to download that separately from all the other data. 


2. Download a single property on the Summary tab of the desired property, in the bottom right: "Download Property to Excel"


3. Download a single meter on the Manage Bills page in the bottom right: "Download to Excel"
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4. If you are a Web Service provider, you can use a series of GET calls to pull the data you need.

 

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