Sync utilities

To make it faster to input your emissions data, you can connect Climate Smart to your online utility provider account. Heating and electricity data will automatically be added to your inventory every billing period, usually once a month. This means you’ll have at least one less activity to enter to measure your greenhouse gas (GHG) footprint.

Learn more about syncing utility data with Climate Smart.

On this page:

• How it works
• Connect utility providers
• Disconnect utility providers
• Reconnect utility providers
• Fix common errors

How it works

After your sign in is authorized, we’ll import utility data from up to the past 12 months, based on what’s available in your account history This data is added to one or more of the following activities, depending on which utilities you connect:

• Heating > Generated
• Electricity > Purchased

If you already started adding emission sources to your inventory, we recommend reviewing your heating and/or electricity data to make sure there are no duplicate entries. Utility data will be automatically imported into your inventory every billing cycle (usually once per month) until you choose to disconnect your accounts.

For now, you can only sync data for generated heat (Scope 1) and purchased electricity (Scope 2). This means if you have unmetered heating or electricity because utilities are included in your lease, you’ll have to import your activity data or add individual entries to Climate Smart.

How long it takes

You’ll be notified as soon as your login information is verified, within 48 business hours. Then, it can take up to 5 weeks to retrieve your utility data from your provider.

Connect utility providers

Log in to your utility provider account through Climate Smart to start syncing your data. You can add one utility provider at a time.

Add a utility provider

To connect a utility provider account:

1. From your Toolbox in the top navigation, click Sync Utilities.
2. If this is your first time adding a utility provider, under Let’s start syncing, click CONNECT PROVIDER.
   
   
   
   If you’ve added a provider before, click + ADD PROVIDER to connect to another account.
   
   
   
   
3. Under Provider*, begin typing the name of your utility provider to search for it. Select your provider from the drop-down list that appears.
   
   
   
4. Enter the username or email address and password you use to sign into your online utility account. Note: To prevent delays in getting your data, we recommend double-checking your information on your provider’s website first.
   
   
   
   
5. Click CONNECT. You’ll get an email from us within 48 business hours to let you know when your login information is approved.

Disconnect utility providers

Disconnect a utility provider account when you no longer want to sync your heating or electricity data with Climate Smart. You can stop syncing data for one utility address at a time.

Note: Deleting a utility provider does not delete the data added to your inventory.

To disconnect a utility address:

1. In your top navigation, click Toolbox, then click Sync Utilities, to navigate to the Sync Utility Providers page.
2. Under Connected Providers, click a provider’s name.
3. When you arrive at the Utility Provider Details page, scroll to Account details.
4. In the row of the utility address you want to disconnect, click DISCONNECT.

Reconnect utility providers

If you disconnected a utility address, you can resume syncing your heating or electricity data at any time.

To reconnect a utility address:

1. In your top navigation, click Toolbox, then click Sync Utilities, to navigate to the Sync Utility Providers page.
2. Under Connected Providers, click a provider’s name.
3. When you arrive at the Utility Provider Details page, scroll to Account details.
4. In the row of the utility address you want to reconnect, click CONNECT.

Note: Reconnecting a utility provider does not automatically import your utility data from the months your account was disconnected. To add the missing data, contact the Customer Success team.

Set locations

We automatically match the addresses from your utility bills to the locations in your inventory. If we can’t automatically match your addresses, you’ll have to set locations manually. You’ll know if you need to set locations when you see the symbol next to a provider name.

Note: We can’t sync your data until your utility address is set to an inventory location.

Learn how to set locations on the Utility Provider Details page.

Fix common errors

Here are common errors and their solutions when syncing utility data.

Error	Description	Solution
Unable to connect to utility provider account.	The username and password entered into Climate Smart doesn’t match the login credentials that your utility provider expected.	Double-check the login information for your utility provider account and then try connecting a provider again.
Set location	Address from utility bill doesn’t match an address from your inventory locations.	Learn how to set utility locations in Climate Smart.