Setup wizard
The first time you configure Sphera, the integration page links to a setup wizard with four steps:- Channels — Your Sphera host (for example
yourcompany.cs.spheracloud.net) and API route, plus the channel GUIDs. The DI channel is required for pushing; the DA channel is recommended so Nectar can read values back for comparison. - Credentials — The connection key and secret for each channel. Test connection verifies each channel against the live Sphera API before you continue.
- Site mapping — Nectar sites matched to the Sphera sites discovered through the DA channel, with a smart-match suggestion and the option to exclude sites.
- Review — A summary including the CSV column names used for the DI push.
Integration page
Navigate to Data Export > Integrations > Sphera for the integration hub — a single-page layout (not tabbed):- Page header — Archive and Settings
- Warning banners — Legacy push-only config, unmapped sites, or missing DA channel (read-back)
- Status card — DI + DA connected, DI only (push), Not configured, or Legacy config, with an Export button
- Recent syncs & downloads — Latest Sphera exports and DI pushes
- Monthly usage comparison — When the DA channel is configured, per-site Nectar vs Sphera comparison for a selected site, commodity, and month range
Exporting
Click Export to open the export dialog and configure the export:| Field | Description |
|---|---|
| Export name | A label for this export (appears in Export History) |
| Date range | Start and end dates for the billing periods to include |
| Utility types | Multi-select to include specific commodities (electricity, gas, water, etc.). Leave empty for all. |
| Sites | Multi-select to scope the export to specific sites. Leave empty for all. |
| Filter by | Choose whether dates refer to the meter date (service period), the bill date (invoice date), or the created date |
| File type | Choose xlsx or csv |
| Upload to Sphera | Toggle on to push the data to Sphera’s DI channel via API in addition to downloading the file |
| Include flagged bills | Toggle on to include bills that have data quality issues |
Monthly usage comparison — find and resolve discrepancies
When the DA channel is configured, the comparison section reads the values stored in Sphera (through the Data Acquisition channel) and diffs them against Nectar’s calendarized monthly usage. Use it to confirm Sphera holds the right numbers and to re-push the ones it does not. How to use it:- Set the scope with the filters:
- Site (pinned) — One mapped Sphera site at a time. Only sites mapped through the DA channel appear.
- Commodity — The utility type to compare. Only commodities with a configured questionnaire template appear.
- Months (required) — The month range to compare; clearing it resets to the current year.
- Read the usage chart — Nectar’s calendarized monthly usage and the values stored in Sphera are plotted side by side.
- Scan the monthly comparison table — Each row shows the month, Nectar value, Sphera value, the percentage difference, and a status. Expand a month to list the contributing bills that make up Nectar’s total for that month; click a bill to open it, or open the matching bills in Data Inventory.
- Synced — Sphera matches your data for that month
- Diff — Both sides have data but the values differ
- Not on Sphera — Nectar has data Sphera never received
- Missing in Nectar — Sphera holds a value your data no longer produces
- Per row — Click Push (for Not on Sphera) or Sync (for Diff) on the row to re-push that month.
- In bulk — Click Resync N discrepancies above the table to re-push every drifted or not-on-Sphera month in one go.
Settings
Manage the integration in Settings > Company > Integrations > Sphera:- Connection — Sphera host, API route, and the DI/DA channel credentials (GUID, connection key, and secret per channel), with test-then-save verification
- Site mapping — Nectar sites mapped to the Sphera sites discovered through the DA channel, with exclusions
- Questionnaires — The Sphera questionnaire template that holds each commodity’s data (applies across all sites)
- Column names — Overrides for the CSV header names on the DI push, so columns match your Sphera-side import definition
FAQ
What utility types can I export to Sphera?
What utility types can I export to Sphera?
Sphera supports electricity, gas, water, waste, and other utility types. The available options depend on your Nectar data and Sphera configuration.
What is the difference between the DI and DA channels?
What is the difference between the DI and DA channels?
The Data Import (DI) channel receives data — it is how Nectar pushes bills into Sphera. The Data Acquisition (DA) channel is read-only — Nectar uses it to read the values stored in Sphera for the monthly comparison. You can run the integration with DI alone, but the comparison views require DA credentials.
How do I fix a discrepancy?
How do I fix a discrepancy?
First delete the affected entries in Sphera — DI imports append, so re-pushing without deleting duplicates the data. Then use the Resync action on the comparison (or run a scoped export) to re-push the corrected values.
Can I re-download a past Sphera export?
Can I re-download a past Sphera export?
Yes. Go to Export History, find the export, and click to open the detail sheet. A Download button is available if the file is still within the 90-day retention period.