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The purpose of the file loader option is to update/edit existing unit information for a large number of units by uploading a file, as opposed to manually updating each unit.

Note

  • The data in the file will overwrite the information in the system, if there are units in the system that are not in the file, then they will not be changed

  • In the event that a field is updated via a bulk update, no other fields in the system need to be updated. For example, the “Balance update date” will not be updated as a result of updating the “Balance kWh”.

Requirements

Units:

  • The units that will appear in the file must already be present in the system.

  • Using the file, units cannot be moved between different groups and clusters.

  • Only fields that are supported by “Forms Gate” can be updated through the file. A list of all the fields which can be updated is availablehere.

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