How to Use Web Services: Connection and Sharing Guidance for Providers
Last updated: 08-11-2023

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.
Download How to Use Web Services: Connection and Sharing Guidance for Providers here. (PDF, 1.8 MB )
Topic:
How-to guides
Market Sector:
Service and product provider (SPP)