> ## 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.

# Migrate from Conservice

> Migrate utility expense and billing-adjacent datasets from Conservice workflows into Nectar.

If your current utility operations rely on Conservice workflows, Nectar can preserve your core utility records while giving your team more control over data intake, QA, and reporting delivery.

## How Conservice workflows are usually organized

Public Conservice materials commonly highlight:

* Utility expense management and invoice processing
* Property-centric utility billing and recovery workflows
* Integrations with property management and resident systems

This structure often includes strong billing services, while analytics and data operations may still require separate workflows.

## How your Conservice data maps to Nectar

| Conservice-style source concept | Nectar destination                                                      | Migration notes                                                         |
| ------------------------------- | ----------------------------------------------------------------------- | ----------------------------------------------------------------------- |
| Property or portfolio entities  | [Company](/platform/glossary#company) + [site](/platform/glossary#site) | Keep property IDs and site addresses consistent.                        |
| Utility account records         | [Account](/platform/glossary#account)                                   | Preserve account identifiers and provider references.                   |
| Meter and submeter references   | [Meter](/platform/glossary#meter)                                       | Track submeter lineage where available.                                 |
| Utility invoices and charges    | [Bill](/platform/glossary#bill)                                         | Map invoice totals, service periods, and line-item categories.          |
| Consumption records             | [Usage data](/platform/glossary#usage-data)                             | Normalize units and billing cycles.                                     |
| Recovery and exception outputs  | Data Quality + export workflows                                         | Keep financial reconciliation while improving operational traceability. |

## Recommended onboarding plan

<Steps>
  <Step title="Define data ownership boundaries">
    Decide which records remain in billing systems and which records become operational source-of-truth in Nectar.
  </Step>

  <Step title="Extract utility source data">
    Export account, meter, invoice, and usage history from your Conservice reporting interfaces.
  </Step>

  <Step title="Pilot migration by property segment">
    Start with one portfolio segment, reconcile utility totals, and validate monthly continuity.
  </Step>

  <Step title="Enable ongoing collection and QA">
    Configure [connections](/platform/data-input/connections), uploads, and QA workflows for ongoing data quality management.
  </Step>

  <Step title="Cut over reporting and operations">
    Shift recurring reporting prep from manual consolidation to Nectar exports and analytics.
  </Step>
</Steps>

## What improves in Nectar

* Better visibility across utility intake, quality, and export in one workflow
* Faster correction cycles when data exceptions appear
* Easier portfolio-level analytics for operations and sustainability stakeholders

## Features to evaluate in Nectar

Depending on your current Conservice setup, Nectar may add:

* More flexible self-serve data intake channels
* Invitation-based data collection for client and partner workflows
* Built-in issue management and completeness monitoring

## Nectar support during migration

Nectar supports your team with:

* Field-level migration mapping and validation
* Pilot reconciliation and acceptance checkpoints
* Rollout sequencing and post-launch support

## Ready to migrate from Conservice?

* [Visit the Nectar homepage](https://nectarclimate.com)