Importing Meter Readings From a Spreadsheet
Meter readings can be imported from an Excel spreadsheet.
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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.
- 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:
Column Description Example A Meter_ID 977 B Account ECi C Name ECi Software Solutions D Contact Joe Bloggs E Telephone 0333 123 0444 F Model XMA6264 - Sharp MXM202DFK Photocopier G Serial 123123123 H Meter Black I Last Reading 1000 J Reserved Column reserved for future development. K New Reading 2481 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.
- Data must be supplied for columns shown in bold text.
- Save the file as an .xls file.
- On the Processing menu, click Machines.
- In the toolbar, click Import Readings.
- 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.
- If the file has been formatted properly, then an Information window will appear with the message Done. Click OK.