Accessing utility data using the Urjanet platform is a 2-step process.1) Create a link to the utility provider using the account login credentials 2) Download utility data from Urjanet Console.

Step 1: Connect an account

Credentials can be linked in the Urjanet system 2 different ways. 1 way is through Urjanet Connect, a lightweight web tool that is designed to just take in credentials in order to create provider connections. The other way is through Urjanet Console, an administrative dashboard that allows you to do things like accessing your data and configuring your organization’s settings.

Urjanet Connect

Urjanet Connect is a hosted web form that handles provider search, form validation and submission of data requests on behalf of your customers. You can customize many of Connect’s features – including links to your Terms of Use & Privacy Policy as well as the parameters of incoming data requests in the Urjanet Console.

To get started, embed the Connect URL into an email or web page. For an internal test, connect one of your personal utility accounts, or send the link directly to coworkers. Connecting an account requires a user to select their utility provider and enter their username & password.

Select a utility provider

Enter username & password

Urjanet Console

As was mentioned earlier, Urjanet Console is an administrative dashboard that allows the user to access the collected data and edit settings. You can link accounts in Console in the same manner as you can with Connect, however, because it is an administrative tool, there are a few extra features and workflow enhancements. 

To add a new credential through Connect – use the Credentials Module and click “Add Credentials”. When a credential is added to the system, Urjanet will immediately go and acquire all accounts behind that credential. This can take time depending on the number of accounts behind the credential.

Select a utility provider

To get started, enter the name of a utility provider that you’d like to connect. Only providers that meet the data requirements for the solution are available. If you wish to add multiple credentials for a provider. You can do so by checking the “Add multiple credentials” box.

Enter username & password

Enter the credentials for the provider. Optionally, you can also add a correlation ID to the credentials. This is a field to add any string value to help map credentials back into your system.

Step 2: Accessing Utility Data

Once a data request is complete, you can view its utility data in the several data modules – Credentials, Accounts, Meters, Statements, and Sites.

Credentials 

On the Credentials page, you can see a list of all the credentials in the system. Across the top of the page are quick filters that allow you to sort by status.

• Issues – This filter shows credentials that have a Login Failure, Blocked, No accounts are found, or bills are unavailable. Check these credentials to see if any action needs to be taken to allow Urjanet to continue to get data. 
• Active – This filter shows all credentials that Urjanet is actively monitoring for new invoices
• Inactive – This filter shows all credentials that Urjanet is no longer actively monitoring for new invoices

When you click on a specific credential, the details are displayed. The details page shows you everything you need to know about the credential. You can also click on the Related Accounts tab to see all accounts that are associated with this credential.

Accounts 

On the Accounts page, you can see filters for different account statuses. Accounts will appear here after the Urjanet platform has been able to navigate and acquire utility invoices and has parsed data from them. 

• New: These accounts were recently discovered. you should review this list and deactivate any unnecessary accounts.
• Old: No new bill has been posted in >45 days. The user should review and deactivate any inactive accounts. 
• Subscribed: All is working and accounts are up-to-date
• Unsubscribed: Unsubscribed Accounts. For these accounts, bills are not accessible and no notifications will be sent.

When you click on a specific account, the details page is displayed. Here you can access account attributes, the associated credentials, event history, associated meters, and account transactions statement and payment data. You can also subscribe/unsubscribe the account using the toggle in the upper right-hand corner of the page.

On the Transactions tab, you can view the data that Urjanet has parsed off of the utility invoice including payment data. Note: Urjanet Console shows a subset of the data that is collected. 

From here you may download statements and a CSV file will be downloaded to your local device. 

On the Meters tab, you can view the meters associated with this account. For additional meter level data, you can click on a meter in the table and go to the meter’s details page.

Meters

On the Meters page, you can see filters for different meter statuses. Meters will appear here after the Urjanet platform has been able to navigate and acquire utility invoices and has parsed data from them. You are able to click on a meter in the table to view the meter’s details, charges, attributes, and event history.

• New: These meters were recently discovered
• All: This displays all meters in Urjanet’s system
• Missing Site: These meters have not been assigned to a site

You can assign one or more meters to a site by selecting the checkbox next to each meter that you would like to move.

After selecting the necessary meters, you can click Move meters to site and assign these meters to an existing site or create a new one.

Sites

You can assign meters to a site in order to group by a location or another logical grouping for your system. When you assign one or more meters to a site, the site will display the meters and all associated credentials, accounts, and statements. Each site can have nine fields where you can define values and tie these values back to records in your system. These fields are site ID, site created date, site name, site code, site number, site address, facility type, site region, and site sub-region. 

For site’s details, please click on the site row that you would like to review. The site details view will display the nine site level attributes, meters, accounts, credentials, statements, and event history.

Statements

On the Statements page, you can see a list of all the invoices in the system. You can filter statements by three months, six months, nine months, one year, and year to date.

If you click on a statement row, you will view the statement’s details. This page includes statement date, due date, outstanding balance, new charges, total amount due, and the statement’s PDF. This page also displays the account and meter level charges and usages. 

Next Steps

Congrats! You’ve now successfully submitted a data request and downloaded utility data. To learn more, please review the Full Scope data guide and data dictionary.