> ## 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.

# Data Inventory FAQ

> Troubleshooting bills, accounts, meters, and record-level data issues.

Use this page to troubleshoot record-level problems in **Data Inventory**.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="I cannot open a record from a shared URL. Why?">
    Deep links can fail if the ID is invalid, the record was removed, or you are in the wrong company
    context. Open the entity from the table list and verify the selected company.
  </Accordion>

  <Accordion title="The bill preview says &#x22;Document not available.&#x22; What should I do?">
    Retry from the bill detail view, then open/download the raw file if available. If the issue
    persists, report the bill ID to support.
  </Accordion>

  <Accordion title="Why do line items not match total charges?">
    Some bills need manual reconciliation. Review line-item categories and charge mapping, then
    adjust fields until totals reconcile in the detail panel.
  </Accordion>

  <Accordion title="Why can I not reveal stored utility credentials?">
    Credential visibility is permission-gated. Use reconnect/update flows if you do not have the
    required role, or ask an authorized admin to perform the action.
  </Accordion>

  <Accordion title="A meter or account appears duplicated. How do I resolve it?">
    Review identifiers on both records — open the bill PDFs and compare the numbers. If the records
    represent the same physical meter, use **Merge meters** from the meters list (same-account
    requirement). If one is clearly extra, use **Mark as duplicate** to exclude it from reporting while
    preserving the data. See [Handling duplicate meters](/platform/data-inventory/meter-detail#handling-duplicate-meters)
    and [Merging meters](/platform/data-inventory/meter-detail#merging-meters) for the full workflows.
  </Accordion>

  <Accordion title="Why did my meter's primary ID change?">
    The value you see as the main meter label is not a separate fixed name — Nectar **selects** it from
    the identifiers stored on that meter. Your [account](/platform/data-inventory/account-detail) can
    define which identifier **types** to prefer (primary and secondary). If you **add or edit an
    identifier**, change those account settings, or a new bill supplies a value for a preferred type,
    the label shown can update even though it is the same meter. See [Primary ID](/platform/glossary#primary-id)
    in the glossary for the full definition.
  </Accordion>

  <Accordion title="Why are usage units inconsistent across records?">
    Utility source data and commodity types can differ by provider. Standardized analytics fields may
    differ from raw bill values; check both when reconciling.
  </Accordion>

  <Accordion title="Where should I troubleshoot missing records first?">
    Check [Data Input FAQ](/platform/data-input/faq) for collection issues, then
    [Data Quality FAQ](/platform/data-quality/faq) for validation and completeness gaps.
  </Accordion>

  <Accordion title="How do I merge two meters that represent the same physical device?">
    On **Data Inventory > Meters**, select the rows (same account required), choose **Merge meters**, and
    complete the merge preview. If you only need to exclude a duplicate from reporting, **Mark as
    duplicate** may be faster—see [Meter detail](/platform/data-inventory/meter-detail).
  </Accordion>

  <Accordion title="Why does the entity search show “preview” and “open in new tab” actions?">
    Selectors and compact pickers let you verify the right bill, account, or meter before you commit.
    Preview opens the sheet; open in new tab jumps to the full page—useful when filling forms or
    reconnect flows.
  </Accordion>

  <Accordion title="Where do in-app notifications appear?">
    Product notifications use the **Notifications** inbox in the sidebar (bell). Email and other channels
    are configured separately under [Personal settings](/platform/settings/personal-settings). The inbox is
    for messages generated inside the platform, not for raw utility email forwarding.
  </Accordion>

  <Accordion title="The Primary ID column shows the wrong identifier. How do I change it?">
    The Primary ID is controlled by the account's **Primary identifier** setting. Open
    **Data Inventory > Accounts**, find the account, click **Edit**, and set **Primary identifier** to the
    type you want (e.g., "Meter" for meter serial numbers). See
    [Controlling which identifier is displayed](/platform/data-inventory/meter-detail#controlling-which-identifier-is-displayed).
  </Accordion>
</AccordionGroup>

## Related data inventory docs

<CardGroup cols={2}>
  <Card title="Data inventory overview" icon="book-open" href="/platform/data-inventory/overview">
    Main entry point for browsing bills, accounts, and meters.
  </Card>

  <Card title="Bills" icon="file-invoice-dollar" href="/platform/data-inventory/bills">
    Processed document records and bill-level detail.
  </Card>

  <Card title="Accounts" icon="building" href="/platform/data-inventory/accounts">
    Utility accounts and their meter relationships.
  </Card>

  <Card title="Meters" icon="gauge" href="/platform/data-inventory/meters">
    Meter-level usage history and identifiers.
  </Card>
</CardGroup>