> ## 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 EnergyCAP

> Migrate utility accounting, account, and meter workflows from EnergyCAP into Nectar.

If your team uses EnergyCAP for utility bill accounting and portfolio tracking, Nectar can map your existing structure while streamlining operational workflows.

## How EnergyCAP workflows are usually organized

Public EnergyCAP materials commonly emphasize:

* Utility bill accounting and AP or GL-oriented exports
* Account and meter tracking across buildings and commodities
* Benchmarking and ENERGY STAR-aligned reporting

These workflows are often accounting-strong but can require additional process layers for intake and operational data QA.

## How your EnergyCAP data maps to Nectar

| EnergyCAP-style source concept          | Nectar destination                                                      | Migration notes                                          |
| --------------------------------------- | ----------------------------------------------------------------------- | -------------------------------------------------------- |
| Campus, building, or facility hierarchy | [Company](/platform/glossary#company) + [site](/platform/glossary#site) | Keep facility IDs and naming conventions stable.         |
| Utility account master                  | [Account](/platform/glossary#account)                                   | Preserve account numbers and provider attributes.        |
| Meter tracking records                  | [Meter](/platform/glossary#meter)                                       | Map commodity, units, and status fields.                 |
| Bill and charge line details            | [Bill](/platform/glossary#bill)                                         | Import service periods, charges, and invoice references. |
| Usage and benchmarking metrics          | [Usage data](/platform/glossary#usage-data)                             | Normalize units for consistent trend analysis.           |
| AP/GL export outputs                    | **Data Export** datasets                                                | Recreate finance-ready exports on recurring schedules.   |

## Recommended onboarding plan

<Steps>
  <Step title="Define accounting and operations requirements">
    Align stakeholders on which accounting fields, tags, and allocation outputs must remain unchanged after migration.
  </Step>

  <Step title="Extract and validate source data">
    Export site, account, meter, bill, and usage history. Nectar validates period continuity and duplicate keys.
  </Step>

  <Step title="Run pilot import and reconciliation">
    Reconcile totals by month, account, and site. Confirm both operational and accounting parity.
  </Step>

  <Step title="Enable production intake">
    Configure ongoing collection via [connections](/platform/data-input/connections), [uploads](/platform/data-input/uploads), and fallback manual flows where needed.
  </Step>

  <Step title="Cut over recurring reporting">
    Move recurring exports and QA workflows into Nectar and retire duplicate manual steps.
  </Step>
</Steps>

## What improves in Nectar

* Unified operations from intake to QA to export
* Faster correction loops when records need edits
* Better collaboration between utility ops and finance users

## Features to evaluate in Nectar

Depending on your EnergyCAP footprint, Nectar may add:

* More flexible intake channels for mixed data sources
* Built-in quality workflows for anomalies and missing periods
* Easier partner and client data collection via invitations

## Nectar support during migration

Nectar supports:

* Detailed field-mapping sessions for accounting-critical data
* Pilot validation with reconciliation reports
* Structured cutover planning and post-launch support

## Ready to migrate from EnergyCAP?

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