> ## 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 energy services companies

> Consolidate fragmented ESCO workflows into Nectar with a repeatable data model and onboarding process.

Many energy services companies run operations across multiple client systems, utility portals, and spreadsheet trackers.
Nectar helps you standardize that complexity into one repeatable operating model.

## How ESCO workflows are usually organized

Typical ESCO delivery models combine:

* Utility portal retrieval by analyst teams
* Spreadsheet-based QA and client reporting
* Mixed billing and meter datasets from many client portfolios
* Separate tools for issue tracking, billing exceptions, and exports

This works at small scale, but it becomes hard to govern consistently as your client base grows.

## How ESCO source data maps to Nectar

| Common ESCO source concept       | Nectar destination                                                            | Migration notes                                    |
| -------------------------------- | ----------------------------------------------------------------------------- | -------------------------------------------------- |
| Client account hierarchy         | [Company](/platform/glossary#company)                                         | Create one company per client portfolio.           |
| Property/building list           | [Site](/platform/glossary#site)                                               | Preserve existing site IDs for continuity.         |
| Utility account tracker          | [Account](/platform/glossary#account)                                         | Keep account number + provider as key fields.      |
| Meter register or meter list     | [Meter](/platform/glossary#meter)                                             | Map commodity and units during import QA.          |
| PDF bill archive + billing table | [Bill](/platform/glossary#bill) + [usage data](/platform/glossary#usage-data) | Import history first, then automate future intake. |
| Exception tracker                | **Data Quality** queue                                                        | Replace manual issue lists with structured triage. |

## Recommended onboarding plan

<Steps>
  <Step title="Segment your migration by client tier">
    Start with one high-volume client, one mid-volume client, and one long-tail client to prove the operating model.
  </Step>

  <Step title="Normalize source exports">
    Use Nectar templates to standardize column names, units, and date formats across client datasets.
  </Step>

  <Step title="Load structure and history">
    Create companies, sites, accounts, and meters, then import historical bills and usage for validation.
  </Step>

  <Step title="Turn on automated collection">
    Use [connections](/platform/data-input/connections), [uploads](/platform/data-input/uploads), and [invitations](/platform/data-input/invitations) to reduce manual collection effort.
  </Step>

  <Step title="Move QA and delivery workflows">
    Shift operations into **Data Inventory**, **Data Quality**, and **Data Export** so teams work in one system.
  </Step>
</Steps>

## What improves in Nectar

* Lower analyst time spent on repetitive monthly data prep
* Better auditability with record-level lineage and reconciliation
* Faster onboarding for new client portfolios
* More consistent outputs for sustainability and finance reporting

## Features to evaluate in Nectar

Compared with many ESCO baseline workflows, Nectar can add:

* Native [invitation](/platform/glossary#invitation) flows for client data capture
* Automated utility collection without manual portal checks each cycle
* Built-in anomaly and completeness monitoring

## Nectar support during migration

Nectar helps your team build a repeatable migration factory:

* Client-by-client mapping and rollout sequencing
* Validation templates and reconciliation checkpoints
* Operational playbooks for account managers and analysts

## Ready to modernize your ESCO workflow?

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