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ENERGY STAR Portfolio Manager - Contingency Planning

Guidance on how to manage disruptions in ENERGY STAR syncing, including fallback steps to maintain data continuity.

ESPM <> Scaler, To Note:

As an official ESPM Partner, Scaler is closely tracking updates from the EPA and is in active conversation with other stakeholders to keep you informed about any developments.

  • Your ESPM data flowing to Scaler is secure; Scaler backs it up daily through our Data Collection Portal
  • ESPM is still active; we continue to pull data via our integration
  • The 2025 reporting season is proceeding as usual
 

Recommended Next Steps

Scaler will support you in establishing an optimal data flow to mitigate risk introduced by ESPM uncertainty

  1. Verify Your Data: Ensure your ESPM property and meter data is accurate for reliable daily backups. We can help review your account.
  1. Back Up Early, Often: Scaler backs up your ESPM data daily.
  1. Plan Ahead: We’ll work with you to develop a custom continuity plan tailored to your needs. Let’s review your data flow to
    1. Leverage Direct third-party integrations: Scaler can pull your data directly via API for seamless tracking.
    2. Sync to Utilities
    3. Automate Bill Scraping
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Scaler Tools to support you

Reach out to your account operations manager or our client services team to get the most out of Scaler tools to support & streamline your data integration strategy.

a. Direct Data Integration Access via Scaler API

The Scaler team provides the ability to integrate and consolidate data from various data sources, both structured and unstructured, to ensure comprehensive coverage of ESG metrics. Data input is possible via Third Party Vendors & Utility data providers

 

See more information here: link

  1. Share list of third-party data providers
  1. Provision access: Grant Scaler access to third-party platforms with live integrations
  1. Share API documentation: Facilitate API documentation for new integrations
  1. Establish Connections: Connect Scaler with new third parties
  1. Data scoping & mapping: Scaler will conduct data mapping and scoping
  1. Execute Integration: Scaler to implement and test data integration(s)

b. Scaler Utility Sync

Automatically sync utility data directly from accounts

Securely share and manage utility account credentials to enable automated monthly data pulls

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c. Scaler Smart Bill Scrape

Automate data extraction from uploaded utility bills.

Upload utility bills, individually or in bulk, and Scaler automatically scrapes and syncs required data into our platform

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Share ESPM Meters

For daily backup from your ENERGY STAR Account to Scaler

Scaler supports flexible integration with ENERGY STAR Portfolio Manager (ESPM), including both push and pull data capabilities at your preferred frequency. Scaler backs up live ESPM meters daily.


Step 1: Add Scaler as a Contact on ESPM

  1. Log into your ENERGY STAR Portfolio Manager account.
  1. Click “Contacts” (top-right of the screen).
  1. Click “Add New Contacts” and search username ScalerGlobal (info@scalerglobal.com).
  1. When Scaler appears, click “Connect”; agree to Scaler’s Terms of Use and click “Send Connection Request”.

Step 2: Share Your ESPM Data with Scaler

  1. Once accepted, share all desired properties with “Exchange Data” access (Full Access or Read Only) with Scaler.
  1. To share multiple properties at once, go to the Custom Bulk Sharing page, select properties, and grant the necessary permissions.

✅ You’ll receive a confirmation once Scaler accepts your request. We’ll begin syncing your data and finalizing the setup.


Step 3: Access Your Live Data in Scaler

  1. Once connected, Scaler will automatically back up your ESPM data daily.
  1. Your data will be available securely in the Scaler Collection Portal.
 
 
 
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