Use Web Services to Exchange Data with Portfolio Manager®

EPA offers a complete application programming interface (API) to facilitate data exchange with Portfolio Manager. You can use this suite of REST-based web services to enter data into Portfolio Manager on behalf of your customers and receive ENERGY STAR metrics to incorporate into your own energy information software and services.

What You Can Do with Portfolio Manager Web Services

Software providers, utilities, and property management companies can use Portfolio Manager’s flexible web services to meet their clients’ specific needs:

  • Import customer data into Portfolio Manager: Your customers can request that you import their property, energy, water, and/or waste data directly into their Portfolio Manager accounts. This lets them view, track, and report out key metrics, including the ENERGY STAR score, in their Portfolio Manager account without the need to enter utility bill data every month.
  • Export metrics out of Portfolio Manager: For service providers who offer their own energy information tools or software packages, you can incorporate Portfolio Manager metrics as a value-added service, allowing your customers to view their ENERGY STAR scores and other metrics directly within your software or information services.

Using the Works with Portfolio Manager Badge

Works with Portfolio Manager badgesRegistered ENERGY STAR Web Services Providers can display the Works with Portfolio Manager badge. This badge is designed to increase customer confidence that your product integrates seamlessly with Portfolio Manager, which will help further distinguish you from competitors. 

Once you have thoroughly tested your product, you can register and submit your product for approval within Portfolio Manager. EPA will determine if your product satisfies the eligibility requirements in the ENERGY STAR Web Service Provider Guidelines. Once your product is approved, you can use the Works with Portfolio Manager badge in accordance with the usage guidelines (PDF, 252 KB). 

Get Started

To get started with the web services, visit the Portfolio Manager web services home page. Use the API and key resources to develop your software integration within the test environment. Once you’ve finished testing your software, register your Portfolio Manager account to exchange data via web services in the live environment. You will submit your registration request in the Software Development tab under Account Settings in your Portfolio Manager account.