> ## 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 Schneider Electric

> Migrate utility billing and meter workflows from Schneider Electric Resource Advisor into Nectar.

If your team uses Schneider Electric Resource Advisor or adjacent utility billing workflows, Nectar can absorb your current data model and simplify daily operations.

## How Schneider workflows are usually organized

Schneider deployments commonly include:

* Utility bill management across large site portfolios
* Meter and account datasets for electricity, gas, water, and related utilities
* Cost allocation, bill verification, and sustainability reporting outputs

You often end up with strong reporting layers but slower operational workflows for data corrections and onboarding new data sources.

## How your Schneider data maps to Nectar

| Schneider-style source concept         | Nectar destination                                                      | Migration notes                                                            |
| -------------------------------------- | ----------------------------------------------------------------------- | -------------------------------------------------------------------------- |
| Enterprise portfolio hierarchy         | [Company](/platform/glossary#company) + [site](/platform/glossary#site) | Preserve business-unit or regional grouping using companies and site tags. |
| Utility account records                | [Account](/platform/glossary#account)                                   | Keep source account IDs for reconciliation.                                |
| Meter channels and meter metadata      | [Meter](/platform/glossary#meter)                                       | Map meter type and commodity directly to Nectar meter attributes.          |
| Utility bills and verification records | [Bill](/platform/glossary#bill)                                         | Import original financial fields and service periods for auditability.     |
| Consumption and demand metrics         | [Usage data](/platform/glossary#usage-data)                             | Normalize units and intervals before cutover.                              |
| Allocation and chargeback outputs      | Usage + export views                                                    | Reproduce downstream allocation outputs from structured exports.           |

## Recommended onboarding plan

<Steps>
  <Step title="Define migration scope">
    Choose initial companies, sites, utility types, and historical depth. Most teams start with the highest-volume commodities first.
  </Step>

  <Step title="Extract reference datasets">
    Export account masters, meter masters, and utility bill history. Nectar validates uniqueness and period continuity before import.
  </Step>

  <Step title="Pilot reconciliation">
    Reconcile pilot totals by account, site, and billing month between Schneider outputs and Nectar views.
  </Step>

  <Step title="Enable operational intake">
    Configure ongoing data intake through [connections](/platform/data-input/connections), [uploads](/platform/data-input/uploads), or [manual entry](/platform/data-input/manual-entry) when needed.
  </Step>

  <Step title="Cut over reporting and QA">
    Move day-to-day review into **Data Inventory** and **Data Quality**, then retire duplicate monthly workflows.
  </Step>
</Steps>

## What improves in Nectar

* Faster onboarding for new utility data sources
* Cleaner QA loops for anomalies and missing records
* Simpler cross-functional collaboration across operations, finance, and sustainability teams
* Consistent exports to downstream reporting and analytics consumers

## Features to evaluate in Nectar

Depending on your Schneider package and operating model, Nectar may offer:

* A more unified operations-first workflow from intake to QA to export
* Client-facing [invitations](/platform/data-input/invitations) for easier credential and document collection
* Faster record-level editing in one workspace for bills, accounts, meters, and usage

## Nectar support during migration

Nectar works with your team from mapping through go-live:

* Structured migration workbook and field-level mapping
* Pilot QA with reconciliation checkpoints
* Cutover runbook and post-launch hypercare

## Ready to migrate from Schneider?

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