> ## 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.
# Account detail
> View account information, manage tracking, and browse associated meters and bills.
Need help in this area? See [Data Inventory FAQ](/platform/data-inventory/faq).
Navigate to [**Data Inventory**](https://dash.nectarclimate.com/data-inventory) > **Accounts** > click any account to open its detail page. The account detail page gives you full visibility into a single utility account's configuration, tracking settings, and related data.
## 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 identifier type that Nectar displays as the [Primary ID](/platform/glossary#primary-id) for all meters under this account. For example, setting this to "Account" means the Account number appears in the Primary ID column instead of the Meter number. See [How the Primary ID is determined](/platform/data-inventory/meter-detail#how-the-primary-id-is-determined). |
| **Secondary identifier** | A fallback identifier type used when no identifier matches the primary type on a meter. Works the same way as the primary identifier but at a lower priority. |
| **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 Primary ID, utility type, and tracking status. Click any meter to navigate to its [meter detail](/platform/data-inventory/meter-detail) page.
### Bills
Displays all bills linked to this account, sorted by date. Click any bill to open its [bill detail](/platform/data-inventory/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. |
To resume collection on a terminal account, change the status back to an active state and enable 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](/platform/data-input/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** | Stop bill monitoring for this account |
## FAQ
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.
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.
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 [support@nectarclimate.com](mailto:support@nectarclimate.com).
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.
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.
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.