Skip to main content
Portfolio Manager Help
Toggle navigation menu
Submit a request
Sign in
Portfolio Manager
Connection/Share Web Services
Can I ask my utility to send energy data directly to Portfolio Manager?
Is there a way to share properties in bulk for data exchange?
When a customer transfers one of their properties to a different account, will I be given contact information for the new account holder?
When a customer transfers one of their properties to a new account, is that new account automatically connected with my account?
Is there a web service that returns a list of accounts with which an individual property or meter has been shared?
When a customer uses share forward to share a property with me, is there an automatic connection made between my account and the PDA account?
When a customer uses share forward to share a property with me, whose account information do I see in the share request?
Why do property/meter shares remain in place after I've disconnected my account from the account that made those shares?
When my access to a property/meter is edited, do I have to reaccept the share in order to continue to access that property/meter?
The only service that obtains a customer’s Portfolio Manager username is “GET /customer/(customerId)”. Could a customer username be included in “GET /customer/list” and/or “GET /connect/account/pending/list”?
What notification do I receive when my access to a property and/or meter is edited?
What happens exactly when a property is shared with another account? Is the property copied or is access granted to the original instance of the property?
We are trying to unshare a property in the test environment, but are receiving a "403 Access Denied" error. How can we fix this?
The GET/notification/list API page only shows an example response for a meter and property-level "unshare." Can you provide an example XML response for what you would see when a customer disconnects sharing at the account level?
The example response in the API documentation for "GET /share/meter/pending/list" shows a field for meter number, but when I run the method I don't see this field?
If a data center meter is shared with me, how do I know which data center the meter belongs to?
Is it possible for a user, once connected via web services, to unshare their account, properties, or meters? If so, how will web service provider be notified?
I don't see a Portfolio Manager login username (espCustID) when retrieving my pending customer account list. How do I map this customer to my existing espCustId?
How can I determine my access level to a property?
How do I notify my web services provider when I edit a share to update custom field values at the property or meter level?
How do I connect with the new account when a property that was shared with me is transferred?
Am I able to exchange data with a property after it has been transferred to a new property data administrator (PDA) account?
How do I set up a connection with my customers in Portfolio Manager to enable us to share and exchange data?
Will properties that were shared with my account before it was approved for live access need to be reshared after my account is approved for live access?
Powered by Zendesk