ENERGY STAR connection set-up – Scaler

Purpose of this article

Scaler is an ENERGY STAR partner, allowing you to integrate your Scaler environment with ENERGY STAR Portfolio Manager.

This article walks you through the complete process of integrating your ENERGY STAR Portfolio Manager account with Scaler, from initial account registration to granting data access permissions.

Integration workflow overview

The process of connecting ENERGY STAR with Scaler follows these steps:

Register with ENERGY STAR — Create and activate your Portfolio Manager account

Add Scaler as a contact — Connect with Scaler Global in your ENERGY STAR account

Share data with Scaler — Grant permissions for automated data exchange

Confirm integration — Wait for Scaler to accept and finalize the connection

Registering with ENERGY STAR

Before integrating with Scaler, you need an active ENERGY STAR Portfolio Manager account.

Creating your ENERGY STAR account

Navigate to the ENERGY STAR Portfolio Manager website using your web browser

Click the Create a New Account button to begin the registration process

Fill out the required fields with your basic information

Click Create My Account to finalize your registration

Check your email inbox and click the activation link from ENERGY STAR to activate your account

Adding Scaler as a contact

Once your ENERGY STAR account is active, add Scaler Global as a contact to enable the connection.

Connecting with Scaler Global

Click the Contacts button in the top right corner of the page

Click Add New Contacts

Search for Scaler using any of the following information:

Name: Scaler Global

Organization: Scaler Global Inc

Username: ScalerGlobal

Email address: info@scalerglobal.com

Click Connect when Scaler Global appears in the search results

Read and agree to Scaler's Terms of Use

Click Send Connection Request to complete the connection

Sharing data with Scaler

Grant Scaler permission to access your ENERGY STAR data for automated syncing.

Authorizing data exchange

Navigate to the Sharing tab

Select Share with your Utility or Service Provider for exchanging data

Complete the sharing configuration:

Select Scaler Global (ScalerGlobal) from the Select Web Services Provider (Account) dropdown

Select the properties you would like to share with Scaler

Under Choose Permissions, select Bulk Sharing (Simple Option)

Choose your preferred access level — we recommend Exchange Data Full Access (with full access to all properties and meters) to finalize the integration

Click Authorize Exchange to grant data access

Confirmation: Once you've completed the sharing process, you will receive a confirmation after Scaler has accepted the request. Scaler will then proceed with the internal setup to finalize the integration.

Troubleshooting & common mistakes

Cannot find Scaler Global in contacts → Verify you're searching with the correct username (ScalerGlobal) or email (info@scalerglobal.com). Check that your ENERGY STAR account is fully activated.

Connection request not completing → Ensure you've agreed to Scaler's Terms of Use before clicking Send Connection Request. If the request fails, try logging out and back in to ENERGY STAR.

Data not syncing after authorization → Confirm that you selected the correct properties to share and granted Exchange Data Full Access. Contact your Scaler account manager if data doesn't begin flowing within 48 hours.

Properties not appearing in sharing options → Verify that properties are fully set up in your ENERGY STAR Portfolio Manager account before attempting to share them with Scaler.