> ## 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.
# Meters
> View and manage utility meters across your sites.
Need help in this area? See [Data Inventory FAQ](/platform/data-inventory/faq).
Navigate to [**Data Inventory**](https://dash.nectarclimate.com/data-inventory) > **Meters** to see all utility meters across your portfolio. A meter represents a physical metering device at a site that measures utility consumption.
## Table columns
The meters table displays the following columns by default:
| Column | Description |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Primary ID** | The resolved display identifier for this meter — determined by your account's identifier preferences or standard priority. See [How the Primary ID is determined](/platform/data-inventory/meter-detail#how-the-primary-id-is-determined). |
| **Site** | The facility where the meter is located |
| **Utility type** | Electricity, gas, water, etc. |
| **Account** | The utility account this meter belongs to |
| **Status** | Meter status (active, inactive, duplicate) |
| **Tracking** | Whether the meter is being actively tracked |
| **Coverage** | A compact 24-month sparkline showing data completeness. Green cells are complete months; red cells are missing months. Hover to see individual month details. |
| **Usage** | A compact 24-month sparkline showing monthly usage volume. Bar height reflects relative consumption. Hover to see the month and usage value. |
| **Tags** | Tags assigned to this meter for organization and filtering |
You can customize visible columns by clicking the **Columns** button above the table.
## Filtering
Use the filter bar to narrow results by:
* **Site** — Show meters for one or more sites
* **Utility type** — Filter by commodity type
* **Tags** — Filter by meter tags configured in **Settings** > **Company** > **Data**
* **Street**, **Zipcode**, **Country** — Find meters by location. These search the meter's own address and the address of the site it belongs to. 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 a meter
Click any row to open a slide-out **Meter Sheet** with a quick preview of the meter's key details, including its identifier, site, utility type, and tracking status. From the sheet, click **Open full page** to navigate to the [meter detail](/platform/data-inventory/meter-detail) page.
## Row selection and bulk actions
Select one or more meters using the checkboxes in the table. The selection persists across pages, so you can build up a set across filtered views before acting. When rows are selected, the toolbar shows **bulk actions**:
| Action | What it does |
| -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Export meters** | Download the selected meters (or all meters when nothing is selected) as Excel or CSV. Available to all users — no edit permission required. |
| **Reassign site** | Move the selected meters to another [site](/platform/glossary#site). Usage history moves with them. All selected meters must belong to the **same account**. |
| **Change utility type** | Update the commodity type (electricity, gas, water, etc.) for the selected meters. |
| **Set tags** | Assign or remove [meter tags](/platform/glossary#meter-tag) on the selected meters in bulk. |
| **Mark as tracked** | Resume matching new bill data to the selected meters. Already-tracked meters in the selection are skipped. |
| **Mark as not tracked** | Stop matching new bill data to the selected meters. Existing usage history is preserved. |
| **Mark as duplicate** | Flag the selected meters as duplicates, excluding their usage data from analytics, completeness tracking, and exports. |
| **Restore from duplicate** | Reactivate meters previously marked as duplicates. Only applies to meters currently in duplicate state. |
| **Merge meters** | Combine multiple meters into one after a **merge preview** (identifiers, coverage, and usage are compared). Selected meters must belong to the **same account** and have the **same utility type**. Cannot be undone. |
Reassigning meters across accounts is not currently available as a self-serve bulk action. If you need to move meters from an emailed-connection account onto an online-connection account (typical during onboarding), email [support@nectarclimate.com](mailto:support@nectarclimate.com) — see [Switching between email and online connections](/platform/data-input/consolidating-connections) for what to provide.
## Tracking
Like accounts, meters have a tracking status that controls whether Nectar matches new bill data to them.
| Status | What it means |
| ------------ | ----------------------------------------------------------------------------------------------------- |
| **Enabled** | Nectar actively matches new bill data to this meter. |
| **Disabled** | Nectar skips this meter during matching. No new usage data will be added. Existing data is preserved. |
| **Unset** | The meter follows its parent account's tracking behavior. |
When you disable tracking on an account with the **Update meters** toggle enabled, all meters under that account inherit the disabled status.
## FAQ
Meters are created automatically when Nectar discovers new meter identifiers from bill data —
whether collected via connections, uploads, or manual entry. You do not need to create meters
manually.
A meter marked as duplicate indicates that it has been identified as a copy of another meter in
the system. This typically happens when the same physical meter appears with slightly different
identifiers. Duplicates are excluded from reporting to prevent double-counting.
A meter is typically associated with one account at a time. However, if a meter is transferred
between accounts (e.g., when a utility provider changes account numbers), Nectar preserves the
full usage history across both associations.
**Coverage** is a 24-month view of data completeness—green indicates months with expected data, red
indicates gaps. **Usage** is a 24-month view of relative monthly volume. Hover either sparkline for
month-level detail.
Merge runs after a **merge preview** and only when the selected meters belong to the same
[account](/platform/glossary#account). You will see identifiers, coverage, and usage compared before
confirming. Use merge when two rows represent the same physical meter; use **Mark as duplicate** when
one row should be excluded instead of combined.
These three operations serve different purposes:
| Operation | What it does | Reversible? |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------- |
| **Merge meters** | Combines selected meters into one. All usage data moves to the primary meter and the other meters are permanently removed. Identifiers are merged onto the primary. Meters must be on the same account. | **No** — removed meters cannot be recovered. |
| **Mark as duplicate** | Flags a meter as a copy of another without deleting anything. Usage data stays in place but is excluded from analytics, completeness tracking, and exports. Bill charges are still counted in cost reporting. | **Yes** — click **Unmark duplicate** at any time. |
| **Mark as not tracked** | Stops Nectar from matching new bill data to this meter going forward. Existing usage history is preserved. | **Yes** — toggle back to tracked at any time. |
**When to use each:**
* Use **Merge meters** when two rows represent the same physical device and the data should live under one record.
* Use **Mark as duplicate** when a meter receives overlapping usage from a separate source — for example, the same service point reported by both a supplier account and a delivery (LDC) account. Marking the redundant meter as duplicate excludes its usage from analytics without deleting the historical data.
* Use **Mark as not tracked** when a meter is decommissioned or you no longer want new data collected for it, but you want to keep its history visible.
Yes. Select one or more rows and use **Change utility type** in the bulk actions bar. Confirm the
commodity you need—this is useful when a meter was miscategorized during onboarding.
Use Cmd-click (or your browser’s equivalent) on the table row, or open the sheet and choose **Open
full page** to launch the full [meter detail](/platform/data-inventory/meter-detail) view in a new
tab.
Column visibility and order are controlled by the **Columns** control and may persist per browser.
If you use a different device or clear site data, saved layouts can reset—reapply **Columns** as
needed.
**Unset** means the meter follows its parent account’s tracking behavior. **Enabled** and **Disabled**
override that default for this meter only. See the Tracking section above for the full matrix.
The **Primary ID** is the single identifier value Nectar chooses to display for each meter. Because a
meter can have many identifiers (account number, meter number, POD, etc.), Nectar resolves which one
to show using a priority system — first checking your account’s preferred identifier type, then
falling back to a standard ordering. Hover over the Primary ID to see all identifiers in a tooltip.
See [How the Primary ID is determined](/platform/data-inventory/meter-detail#how-the-primary-id-is-determined)
for the full resolution logic.
Set the **Primary identifier** field on the meter’s [account](/platform/data-inventory/account-detail).
For example, if you want Account numbers to appear instead of Meter numbers, edit the account and set
Primary identifier to “Account”. All meters under that account will then show their Account identifier
as the Primary ID.