Adding Accounts and Importing Data

Last Updated: Jun 28, 2016 10:56AM EDT
There are three ways to add data to your utility account in WegoWise:

Link WegoWise to your online utility account for automatic importing
  • Use this option if you have online access to your utility account, and WegoWise can import from your utility company.
Import large data sets with a spreadsheet
  • Use this option if you have usage history in spreadsheet form and cannot import automatically.
Manually add data point-by-point.
  • Use this option to add small amounts of data in cases where automatic importing is unavailable.
 

Setting Up Automatic Import

Step 1: If you haven't already registered your accounts on your utility company's web site, do that first. Note your username, password, and account number.  

Step 2: Navigate to the Utility Accounts tab on your building's page. 

Step 3: Click on the "Add Utility Account" button.  In this case, let's say you want to set up a new electric account.  Click on the "Add electric account" button.

Utility accounts

Step 4: In the pop-up box, select whether the account serves an apartment or building. If you choose an apartment account, you will need to specify the unit, square footage, and number of bedrooms in that apartment. If you choose a building account, you will need to specify if the account covers the entire building or only common areas (i.e. common hallways, stairways, laundry rooms, site lighting, etc.). If you enter a number greater than 1 for the number of buildings covered by a building account, you will be able to link this account to those additional buildings later.  


                     New utility account


Step 5: ​Select your Utility Provider from the drop down menu. If you don't see your utility company, select Other and type in the utility company name.  If you select Other, it means that you'll have to manually input your data into Wego.  We don't like this any more than you do, so drop us a note and let us know what utility company you want to get data from!  Then enter your account number and click "Create Account."

Account # and provider

Step 6: If you were able to select your utility company, enter your username and password next.  Press "Save Login."  If you don't want to provide your login credentials at this time, click "Cancel (Continue without a login)."

Your account is now set up and you will be directed back to the Utility Accounts tab where all the accounts you have added so far will be listed. You can see the status of data being imported next to each account number.

Auto Importing not set up
 

Uploading Data from a File (Best for lots of data)

Step 1: Once you have defined a utility account, click the green arrow in the “Actions” section of the accounts table or click “Import Data” under the account’s page.

import data tab


Step 2: You will need to create a template that matches the Excel spreadsheet you wish to import. (Please note that you are not required to specify a column for each option available; you may select specific headings based on the information you have.) Click Create Template.

create template


​Step 3: On the next page, select the template you created.

Choose your Template

Step 4: Double check that your spreadsheet has been saved in .csv format, and then upload the file. 

 

Using the "Add Data" Button (Best for a one or two bills)

At any time, you can manually edit the data that is going in to your WegoWise account.  

Step 1: Enter into the Utility Accounts page for the building you want to edit and click on the account number to which you want to add data.  Then click "Add Data."

Click Add Data


​Step 2: In the pop-up, fill in dates, usage, cost, and any other information that you want to add to your usage history.  When finished, click “Create Data.”