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Screenshot coming soon. A screenshot of this feature will be added here.
Info grid
The top section displays key account information at a glance:| Field | Description |
|---|---|
| Identifier | The primary utility account number |
| Site | The facility this account belongs to |
| Utility type | Electricity, gas, water, etc. |
| Connection | The connection collecting bills for this account |
| Status | Current account status |
| Tracking start | When bill tracking began |
| Last service date | The most recent bill service date on record |
Editing account details
Click Edit to modify account fields:| Field | Description |
|---|---|
| Primary identifier | The main account number used by the utility provider |
| Secondary identifier | An optional alternative identifier |
| Data collection start date | The earliest date from which Nectar should collect bills |
| Last service date | The most recent service date |
| Is tracked | Toggle to enable or disable active bill tracking |
| Update meters | Toggle to propagate tracking changes to all meters under this account |
Tabs
Meters
Lists all meters associated with this account. Each row shows the meter identifier, utility type, and tracking status. Click any meter to navigate to its meter detail page.Bills
Displays all bills linked to this account, sorted by date. Click any bill to open its bill detail page.Connection
Shows the connection responsible for collecting data for this account, including connection type, status, and last sync date. Other accounts from the same connection are listed below.Account statuses
Active statuses
| Status | What it means |
|---|---|
| Pull Completed | Everything is working. Nectar successfully collected the latest bills. |
| Needs Pull | The account is queued and waiting for the next collection cycle. |
| Onboarding | The account was recently discovered and Nectar is getting it set up. Normal for new connections. |
| Scraping | Data collection is happening right now. Check back in a few minutes. |
| PDF Download Failed | Nectar reached the utility portal but could not download the bill file. Usually resolves on the next cycle. |
| Account Not Found | The utility portal no longer shows this account. The account may have been closed or the number changed. |
Terminal statuses
These indicate the account is no longer active and collection has stopped permanently.| Status | What it means |
|---|---|
| Old Account | The account has been closed or replaced by a new account number. |
| Duplicate | This account is a duplicate of another one in the system. Data should be on the primary account. |
| Customer Not Tracked | The account was intentionally excluded from tracking. |
Notes on key settings
Data collection start date — Controls how far back Nectar looks for bills. There are also start dates at the connection level and the company level; the account-level setting overrides both. See Connections — Data collection start date for a full explanation. Last service date — For accounts that are closed or no longer active, set this to when utility service ended. Nectar will stop expecting new bills after that date and won’t generate missing-data alerts. For example: you closed a satellite office in March 2024 and the final bill covered through March 15 — set the last service date to March 15, 2024. Identifiers — The numbers Nectar uses to match incoming bills to this account. If the identifier stored in Nectar doesn’t match what’s printed on the bill, the bill may be flagged as unmatched or linked to the wrong account. After initial setup, compare the identifier against an actual bill to verify accuracy.Tips
- Review auto-discovered accounts early. When a new connection is set up, Nectar discovers all available accounts. Take a few minutes to enable tracking for the ones you need and disable the rest.
- Set collection start dates. Tell Nectar how far back to go. If you only need data from 2023 onward, setting a start date prevents pulling in years of old bills you don’t need.
- Close accounts properly. When an account is no longer active, set the last service date and mark it as Old Account to prevent false missing-data alerts.
- Keep identifiers accurate. After onboarding, compare the identifiers in Nectar against an actual bill. A small mismatch (missing dash, leading zero) can prevent bills from matching correctly.
Actions
| Action | Description |
|---|---|
| Start Tracking | Begin actively monitoring this account for new bills |
| Stop Tracking | Pause bill monitoring for this account |
FAQ
What happens when I stop tracking an account?
What happens when I stop tracking an account?
Nectar will stop monitoring for new bills on this account. Existing bills remain in your
inventory and are not affected. You can resume tracking at any time.
Does 'Update meters' affect all meters on the account?
Does 'Update meters' affect all meters on the account?
Yes. When the Update meters toggle is enabled while changing tracking status, all meters
under this account will have their tracking status updated to match.
Can I change which site an account belongs to?
Can I change which site an account belongs to?
Account-to-site mapping is managed through the connection configuration. If an account needs to
be reassigned, update the site mapping in the connection settings or email [email protected].
What does 'Old Account' mean?
What does 'Old Account' mean?
Old Account is a terminal status indicating the account has been closed at the utility or
replaced by a new account number. Utilities sometimes issue new account numbers when ownership
changes, meters are replaced, or billing systems are updated. If you see this status, check
whether a new account has appeared in Nectar for the same location.
How do I close an account in Nectar?
How do I close an account in Nectar?
Set the last service date to when utility service ended, then change the status to Old
Account. This tells Nectar to stop looking for new bills and prevents false missing-data
alerts. The account’s historical data remains intact for reporting.
Why does my account show 'Duplicate'?
Why does my account show 'Duplicate'?
The Duplicate status means someone identified this account as a copy of another account already
in the system. This can happen when the same account number is discovered through different
connections, or when a manual upload creates a record that overlaps with an existing one. Check
for another account with the same or similar number — your data should be on the primary record.