Video walkthrough coming soon. A Loom video demonstrating this page will be added here.
Screenshot coming soon. A screenshot of this feature will be added here.
Portfolio integrations (Energy Star, Metrio, Watershed)
These integrations have a portfolio hub with tabs. The Sync tab contains the export form and history. Common fields:| Field | Description |
|---|---|
| Utility Type | The commodity to export (electricity, gas, water, etc.) |
| Date Range | Start and end dates for the billing periods to include |
| Sites | Multi-select to scope the export to specific sites |
| Include Flagged Bills | Toggle on to include bills that have data quality flags |
Export-only integrations (Sinai, Unravel)
These integrations use a multi-step export wizard:- Export type — Choose the scope (e.g., Scope 1, Scope 2, Water, Waste for Sinai).
- Data scope — Date range, sites, and filter options.
- Export options — Export name and file format.
- Preview & download — Review the data summary, then download the file.
Export process
Once you submit the form:- A progress dialog appears showing the export status as Nectar formats and transmits the data.
- On success, a confirmation dialog displays a summary and, where applicable, a download link for the exported file.
- The export is recorded in your Export History.
Troubleshooting
If an export fails, check the following:- Credentials — Ensure the integration’s API key or login is still valid.
- Date range — Confirm that bills exist for the selected period and sites.
- Platform limits — Some platforms impose rate limits or file size restrictions. Try reducing the date range or number of sites.