Uploading utility bills for data extraction

This article explains how to share billing documents with your Account Operations member and how to prepare bills so data can be extracted correctly.

Create a shared folder and grant access to your Account Operations member. Once shared, Account Operations will handle the extraction and mapping of consumption data into Scaler.

Note Direct bill uploads via the Automations tab are coming soon. This will allow you to upload bills and manage asset and meter mapping directly in the Data Collection Portal.

To ensure bills can be processed correctly, follow these guidelines before sharing.

One bill per file

Each file must contain only one bill. If a PDF contains multiple bills, split the file using a tool like Adobe or PDFgear.

File size limit

Bills must not exceed 50 pages. Longer files may trigger errors. Trim the bill to only essential pages if needed.

Label bills by asset and meter

Clearly indicate which asset and which meter each bill relates to. This allows Account Operations to map and process the data correctly.

Upload only relevant bills

Only share documents related to consumption or GHG calculations, such as utility bills (electricity, natural gas, water, steam), heating bills, and cooling bills.

Exclude documents like HOA or common area fees, assessments, and construction bills. If irrelevant pages are included, trim them before sharing.

Avoid duplicate files

If you have the same bill in multiple formats, share only one copy.