How spreadsheet workflows are usually organized
Common spreadsheet setups include columns for:- Utility provider and account number
- Site address or building name
- Billing period start/end
- Usage values (for example kWh, therms, gallons)
- Charges, due dates, and payment status
- Notes for exceptions and follow-up
How your spreadsheet data maps to Nectar
| Spreadsheet column group | Nectar destination | Migration notes |
|---|---|---|
| Client or business-unit column | Company | Use a stable company ID during import. |
| Building or address columns | Site | Standardize address formatting before load. |
| Utility account number | Account | Keep original account numbers for reconciliation. |
| Meter ID or service point columns | Meter | Add commodity and units if missing. |
| Billing period + charge columns | Bill | Validate date boundaries and currency conventions. |
| Usage and demand columns | Usage data | Normalize units before trend analysis. |
| Exception notes | Data Quality issues | Convert free-text notes into structured QA workflows. |
Recommended onboarding plan
Audit your source spreadsheets
Identify canonical files, remove duplicates, and define the authoritative columns for each utility type.
Standardize format
Normalize headers, dates, units, and account IDs. Nectar provides templates to accelerate this step.
Load structure first
Import companies, sites, accounts, and meters before loading bills and usage records.
Run historical backfill
Import historical billing periods and usage data, then reconcile totals by month and site.
Replace manual collection
Shift future intake to connections, uploads, or magic links.
What improves in Nectar
- No more version-control issues across spreadsheet files
- Faster month-end close with structured QA and completeness checks
- Better accountability through role-based workflows and audit trails
- Easier downstream reporting with repeatable exports
Features to evaluate in Nectar
Compared with spreadsheet operations, Nectar adds:- Automated utility collection workflows
- Built-in anomaly and missing-data detection
- Unified analytics and export tooling from the same dataset
Nectar support during migration
Nectar helps you move quickly without losing confidence:- Spreadsheet-to-platform mapping support
- Pilot validation with side-by-side reconciliation
- Enablement for analysts and reporting teams