How do I collect data from utility providers?

What you need: Login credentials for the utility provider’s customer portal. If you don’t have them, check the utility’s website. Your customer number and any PIN code are usually shown on the latest invoice. The exact details required are shown when you set up the collection.

If you are collecting into your own organization

Collection > Utility providers > “Add provider” > choose provider > “Add customer credentials” > enter credentials.

Or if the utility provider is already added: Collection > select the utility provider > “Add customer credentials” > enter credentials.

If you are collecting into a sub-account / another organization

Collection > select the sub-account > Utility providers > select provider (or add one) > “Add customer credentials” > enter credentials.