Documentation Index
Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt
Use this file to discover all available pages before exploring further.
New Cost Management module for analyzing spending patterns, the ability to pause and resume connections via the API, and a redesigned per-account confirmation flow that gives you more control during onboarding.
- Cost management — New top-level module with overview rankings, side-by-side account comparison, and a filterable line item explorer across your portfolio
- Pause and resume connections — Set
isActivetofalseon a connection via the API to pause data collection without losing historical data; the connection status changes to Deactivated until you re-enable it - Account cost analytics — Click into any account to see cost breakdown charts including supply/delivery split, demand charges, late fees, and unit price trends over time
- Peak demand chart — New peak demand usage graph on the account trends tab showing billed demand per period for electricity accounts
- Per-account confirmation — Confirmation flow now works one account at a time with explicit Track/Don’t Track decisions, skip capability, and a bulk “Track all remaining” option
- Support tickets — New split-inbox view at Help > Support Tickets for browsing, filtering, and replying to support conversations directly in the platform
- Webhook enablement toggle — Organization-level setting to enable or disable webhook delivery; controllable via the API with
GETandPATCHon the webhook configuration endpoint - Utility provider in site tables — Bills, meters, and accounts subtables on the site detail page now show utility provider and utility type columns with filters
- Meter bulk actions on completeness — The completeness table now supports the same bulk actions as the meter inventory (reassign site, change utility type, set tags, track/untrack)
- Upload tracking — Upload batches are now persistently tracked with status, document counts, and a new filter bar for searching past uploads
- Auto-resolve site match issues — Low-confidence site match issues automatically resolve when you confirm the parent account, reducing manual triage
Onboarding a new portfolio is now a single drag-and-drop step, and any bill you open shows the full edit history alongside the data.
- Bulk-import sites — Drop a CSV / XLSX in Settings > Sites > Bulk import and review the parsed rows in an inline spreadsheet before submitting. Templates ship in both formats; address fields are geocoded automatically. Imports run in the background — you’ll get an in-app + email notification when each batch finishes.
- Bulk-import connections — A matching flow at Data Input > Connections > New > Bulk import creates online and email connections from a single template. Provider, sites, and account-owner emails are validated row-by-row; new utility brands are auto-created and surfaced to ops for review. Rows that need MFA setup are flagged for follow-up.
- Bill revision history — The bill detail view now has a Revisions dialog showing every recorded edit with formatted and JSON views, so you can audit who changed what and when.
Added an interval heatmap view to meter detail, sped up cost analytics on large portfolios, and made entity detail pages always reflect the latest data.
- Meter interval heatmap — New Heatmap tab on the meter detail view visualizes interval usage data as a time-of-day by calendar-date grid, with 15m / 30m / 1h bucket toggles and 7d / 30d / 90d / 12mo range presets
- Faster cost analytics — Cost aggregation across timeseries, top-list, and query-value widgets is significantly faster on large portfolios, cutting load times on multi-year cost views from tens of seconds to a few seconds
- Fresher detail views — Site, bill, meter, account, connection, and invitation detail pages now always reflect the latest server state on navigation, and meter and account edits update the UI instantly
Shipped in-app Help & Support, expanded anomaly detection to production, redesigned transactional emails, and hardened the platform with Content Security Policy headers.
- Help & Support dialog — Submit issues directly from the platform via an in-app support dialog, with category routing and file attachments
- Anomaly detection GA — Automated detection and resolution of inferred bill issues (estimated reads, overlapping periods) with commodity-aware gap thresholds for fuel and waste
- Email redesign — All transactional email templates rebuilt with consistent Nectar branding, responsive layouts, and improved deliverability
- Duplicate bill workflow — Side-by-side bill comparison with one-click resolution actions for duplicate detection
- CloudFront CDN — Presigned S3 URLs now route through CloudFront, eliminating blocking requests during file uploads and downloads
- Address normalization — Standardized address matching across the platform for more reliable site deduplication
- Datasource deduplication — Automatic deduplication of datasources during customer onboarding to prevent redundant connections
- Credentials visibility — New
isCredentialsVisiblecompany setting lets administrators control whether connection credentials are shown to team members - Raw bill data — View raw bill JSON and raw usage values alongside calendarized data for audit and troubleshooting
- Country completeness — All country dropdowns now use the complete ISO country list, fixing gaps in international coverage
Launched site comparison analytics, expanded bulk inventory operations, and introduced Content Security Policy across the platform.
- Site comparison — New side-by-side site comparison page with usage, cost, and completeness analytics widgets
- Bulk meter and account operations — New API endpoints for bulk merge, reassign, and duplicate resolution across meters and accounts
- Bill validation review — Quarantine system for bills that fail validation, with a dedicated review workflow before they enter the billing pipeline
- Supply/Delivery columns — Line items tables now show supply vs. delivery charge breakdown
- Content Security Policy — Added CSP and
X-Content-Type-Optionsheaders with tuned directives for S3 uploads, document previews, and third-party frames - Data gap emails — Contact utility account holders about data gaps directly from the platform with reliable email delivery
- Meter management — Fuel type on manual meter creation, meter number on data gaps page, similarity search in meter selectors, and Duplicated status column in meter inventory
- Waste schema refactor — Unified waste and fuel type handling with proper commodity-level field generation and analytics preset support
- URL verification — Website Down connection status now includes a URL verification step before marking connections as down
- Upload detail — Processing status links on upload detail pages for improved visibility
Delivered broad inventory management improvements, bill operations enhancements, and backend performance gains.
- Entity selectors — Consolidated and overhauled meter, account, and site selector components with a new clone meter dialog
- Supporting documents — Upload evidence and supporting documents directly on bill detail views
- Bill account reassignment — Reassign bills to different accounts with usage unit conversion and clone overrides
- Meter merge fixes — Meter merge now correctly re-parents identifiers and preserves only primary meter identifiers
- Performance — Faster cost aggregation, optimized search, and improved accounts endpoints
- Export improvements — Metrio fuel-to-gas export support, TreeMultiSelect UX improvements, and data input filter refinements
Launched Invitations — a new, auditable way to invite recipients to create a new connection or reconnect an existing one. Invitations replace the legacy magic link system end-to-end.
- Two flows — Contributor invitations create a new connection; Reconnect invitations refresh credentials or MFA forwarding on an existing connection
- Management — Copy link, resend email, revoke, and view an activity log per invitation from Data Input > Invitations
- Email allow-list — Optionally restrict which email addresses can accept an invitation, with a one-click email verification step
- Status tracking —
ACTIVE,EXPIRED,REVOKED, andFULFILLEDsurface at a glance - Prefill — Pre-set utility URL, country, sites, utility types, owner email, and data collection start date on contributor invitations
- API — New
POST /invitation/company/{company_id}andPOST /invitation/connection/{connection_id}endpoints, plus list, detail (with events), revoke, and resend. Use v2.2 for all new integrations. - Magic links deprecated — Existing magic links continue to work; magic-link endpoints are now marked
deprecatedin the OpenAPI spec. Use invitations for all new sharing. See Invitations and Connection invitations
Rebuilt the Sites experience with three portfolio views and a new drill-down tool for understanding site-level usage.
- Three site views — Browse sites in a Regional tree (default), flat Table, or interactive Map
- Aggregation Inspector — Drill into how monthly site usage is composed from individual meter contributions, with excluded-contributor tracking
- Site dashboard analytics — New Usage, Cost, Completeness, and Inspect tabs replace the old stat-card layout
- Completeness gap inspection — New Inspect tab in the gap detail sheet connects gaps directly to the Aggregation Inspector
- Meter sparklines — Coverage and usage sparkline columns on the meters table for at-a-glance data health
Expanded settings coverage across account, company, and organization flows.
- Added editable account profile and preferences pages
- Added company general, data collection, members, and improved sites settings coverage
- Improved organization billing links/data handling and white-label settings behavior
- Updated settings documentation to match current behavior and scope
Delivered a broad update across sites, exports, and documentation.
- Improved core workflows for site management and export operations
- Refined documentation coverage and navigation for faster onboarding
- Applied reliability and structural improvements to support upcoming releases
Expanded the main product surfaces across data input, inventory, quality, analytics, and settings.
- Added major workflow coverage for data collection, review, and analysis
- Improved consistency across dashboards, detail views, and management pages
- Included reliability and usability updates across core modules
Modernized API documentation and version guidance.
- Interactive API reference with generated schemas and live request testing
- Added support for versioned docs across v2.0, v2.1, and v2.2
- Recommended integration path: use v2.2 for all new integrations