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Getting started in Scaler: External property manager

An onboarding guide for external property managers invited to submit sustainability data through Scaler.

Purpose of this article

This guide explains how external property managers use Scaler to submit required sustainability data for their client.


Your role in Scaler

As an external property manager, you provide scoped operational data only.

In Scaler, you typically:

  • Submit utility and meter data
  • Respond to data requests
  • Clarify operational data when asked
  • Meet client-defined deadlines

What to focus on during onboarding

  • Confirm which properties you are responsible for
  • Understand what data you are required to submit
  • Confirm submission frequency and deadlines
  • Use the simplest submission method available

Where you’ll work in Scaler

  • Data Collection Portal → Portfolio → Data Requests
    • Submit requested data

  • Data Collection Portal → Asset → Consumption
    • Review or upload data where permitted


Which parts of Scaler you’ll use most

  • Data request forms
  • File upload tools
  • Property-specific data views

Key articles to read next

  • Responding to a Scaler data request
  • How to upload data using spreadsheets

Need help?

  • Discuss with your client contact
  • Contact your Scaler Account Manager
  • Ask Lumi AI
  • Review Scaler Knowledge Base
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