> ## 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.

# Accounts

> View and manage utility accounts across your sites.

<Tip>
  Need help in this area? See [Data Inventory FAQ](/platform/data-inventory/faq).
</Tip>

Navigate to [**Data Inventory**](https://dash.nectarclimate.com/data-inventory) > **Accounts** to see all utility accounts across your portfolio. An account represents the billing relationship between your company and a utility provider, identified by the utility account number.

## Table columns

The accounts table displays the following columns by default:

| Column                 | Description                                                 |
| ---------------------- | ----------------------------------------------------------- |
| **Account identifier** | The primary utility account number                          |
| **Site**               | The facility associated with the account                    |
| **Utility type**       | Electricity, gas, water, etc.                               |
| **Connection**         | The connection used to collect bills for this account       |
| **Status**             | Account status (active, inactive)                           |
| **Tracking**           | Whether the account is being actively tracked for new bills |

You can customize visible columns by clicking the **Columns** button above the table.

## Filtering

Use the filter bar to narrow results by:

* **Site** — Show accounts for one or more sites
* **Utility type** — Filter by commodity type
* **Tracking status** — Show only tracked or untracked accounts
* **Street**, **Zipcode**, **Country** — Find accounts by location. These search the addresses on the account's meters and sites, so an account matches when any of its meters or their sites has a matching address. See [Location filters](/platform/data-inventory/overview#location-filters) for how related-record search and the Contains/Is match modes work.

Filters can be combined and appear as removable chips.

## Opening an account

Click any row to open a slide-out **Account Sheet** with a quick preview of the account's key details, including its identifier, site, utility type, and tracking status. From the sheet, click **View full detail** to navigate to the [account detail](/platform/data-inventory/account-detail) page.

## Bulk actions

Select one or more accounts using the checkboxes on the left side of the table to reveal the bulk actions toolbar. The selection persists across pages, so you can build up a set across filtered views before acting.

| Action                  | What it does                                                                                                                                                                                                                                                                                        |
| ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Export accounts**     | Download the selected accounts (or all accounts when nothing is selected) as Excel or CSV. Available to all users — no edit permission required.                                                                                                                                                    |
| **Mark as tracked**     | Resume active tracking on the selected accounts. Already-tracked accounts in the selection are skipped. Only applies to accounts you have edit permission for.                                                                                                                                      |
| **Mark as not tracked** | Stop active tracking on the selected accounts. New bills will not be collected for them, but every bill, [meter](/platform/glossary#meter), and [usage data](/platform/glossary#usage-data) record already collected stays in place and continues to appear in analytics. Confirmation is required. |

<Note>
  There's no bulk delete for accounts. Use **Mark as not tracked** to stop collection on accounts you no longer need — historical data is preserved and tracking can be turned back on at any time. If you need an account removed entirely (for example, an emailed-connection account left over after switching to an online connection), email [support@nectarclimate.com](mailto:support@nectarclimate.com). See [Switching between email and online connections](/platform/data-input/consolidating-connections) for the typical flow.
</Note>

## Tracking

Tracking tells Nectar which accounts to actively collect data for.

| Status       | What it means                                                                                               | When to use it                                                                     |
| ------------ | ----------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| **Enabled**  | Nectar actively collects data for this account. New bills are downloaded and processed on the weekly cycle. | For any account you want to monitor and report on.                                 |
| **Disabled** | Nectar skips this account during collection. No new bills are downloaded. Existing data is preserved.       | For closed accounts, accounts outside your scope, or test accounts you don't need. |
| **Unset**    | Tracking has not been explicitly configured. The account follows its connection's default behavior.         | For newly discovered accounts that you haven't reviewed yet.                       |

<Warning>
  Disabling tracking stops future collection only. Bills and usage data that have already been
  collected remain in the system and continue to appear in analytics. To remove historical data from
  reports, you need to exclude or delete the individual records.
</Warning>

**Common scenario:** Nectar connects to a utility portal and discovers 25 accounts. Ten are for buildings you manage and fifteen are for others. Enable tracking on the ten you need and disable the rest — Nectar then only collects data for the accounts you care about.

**Another scenario:** A client adds three new buildings mid-year. Nectar discovers the new accounts on its next collection cycle. Review them, enable tracking, set a start date, and Nectar begins collecting historical bills — no need to create a new connection if the accounts are under the same utility login.

## FAQ

<AccordionGroup>
  <Accordion title="How are accounts created?">
    Accounts are created automatically when Nectar discovers new account numbers from connections,
    uploads, or manual entry. You do not need to create accounts manually.
  </Accordion>

  <Accordion title="What does tracking mean?">
    A tracked account is one that Nectar actively monitors for new bills. When tracking is enabled,
    Nectar expects bills to arrive on a regular schedule and will alert you if expected bills are
    missing.
  </Accordion>

  <Accordion title="Can one account span multiple sites?">
    Typically, an account is associated with a single site. However, some utility providers issue
    consolidated bills covering multiple service addresses under one account number. In these cases,
    Nectar maps the usage data to individual meters at the correct sites.
  </Accordion>
</AccordionGroup>