Importing Meter Readings From a Spreadsheet

Meter readings can be imported from an Excel spreadsheet.

  1. First create a list of meters in column A of a spreadsheet. You can do that by looking at the Meter IDs displayed in Set-up > Traders > Machines.

  2. You need to produce a similar file for your new meter readings. Open a new Blank Workbook. Set out your spreadsheet in the following format:
    ColumnDescriptionExample
    AMeter_ID977
    BAccountECi
    CNameECi Software Solutions
    DContactJoe Bloggs
    ETelephone0333 123 0444
    FModelXMA6264 - Sharp MXM202DFK Photocopier
    GSerial123123123
    HMeterBlack
    ILast Reading1000
    JReservedColumn reserved for future development.
    KNew Reading2481
    L

    Estimated

    • E – estimated reading
    • Any other letter – not an estimate.

    This lets you use your own code for different meter reading types, e.g. C – Customer read, T – Technician read. Only E is reserved.

    E

    Note: Use a header row with the descriptions shown above. Horizon will import data from row 2 onwards.

  3. Data must be supplied for columns shown in bold text.
  4. Save the file as an .xls file.
  5. On the Processing menu, click Machines.
  6. In the toolbar, click Import Readings.
  7. In the Readings file window, navigate to the .xls file, click the file and click Open.

    Note: Before importing, the Excel file is checked to ensure the meters exist in Horizon. You are notified if meters cannot be matched (if there are fewer that 100 errors, each non-matching meter is listed) and no readings are imported.

  8. If the file has been formatted properly, then an Information window will appear with the message Done. Click OK.

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