How to Use Web Services: Connection and Sharing Guidance for Providers

Last updated: 06-25-2021
First page of How to use web services: Connection and sharing guidance for providers

Many utilities and third-party service providers exchange data directly with their customers’ Portfolio Manager accounts via web services. In order to exchange data in Portfolio Manager, users must set up a connection with a web services provider account and then share their properties and/or meters with this account. This 8-page document outlines how to set up this connection, and share access to properties and meters.

Topic: How-to guides