Bulk Importing Data

Import accounts, sites, connections, tariffs, and meter reads into UMS in bulk from CSV files using the Bulk Upload Wizard, then monitor exceptions.

When you are onboarding a large portfolio or loading data from another system, the Bulk Upload Wizard lets you import many records at once from CSV files. Each import is based on a template that defines the expected columns, so you can download a sample, fill it in, and upload it back.

Bulk importing requires administrator permissions.

Open the Imports page

1. Open Imports

   Click your avatar in the top-right corner and select Bulk Imports.

2. Review previous imports

   The Imports page lists your previous upload tasks with their type, file name, status, and timestamps.

   
3. Start a new import

   Click the + button in the top-right to open the Bulk Upload Wizard.

Run the Bulk Upload Wizard

The wizard guides you through four steps: select a template, choose how to provide your data, supply the data, then upload and monitor.

1. Select a template

   Choose the type of data you want to import. Each template card shows how many fields it has and how many are required.

   

   Templates are available for accounts, sites, connections, tariffs, meter reads, quantity values, invoices, site data, and retail accounts. Use the search box to find a template quickly.

2. Choose an input method

   Decide how you want to provide your data — upload a CSV file, or enter rows manually in an editable grid.

   
3. Provide your data

   If you chose Upload CSV, click Download Template with Sample Data to get a correctly-formatted CSV with example rows. Fill it in, then drag and drop your file (or several) onto the upload area. Each file can be up to 50 MB.

   

   UMS validates each file’s columns against the template as soon as you add it, flagging any file as Valid or listing the errors to fix. If you chose Manual Entry, fill in the editable grid instead.

   Always start from the downloaded template. It contains the exact column headers the importer expects, which avoids most validation errors.

4. Upload and monitor

   Click Finish to start the upload. UMS processes your files in the background and shows live progress for each one, including how many rows succeeded and any per-row errors.

Review import results

Back on the Imports page, each upload task has a row menu for reviewing the outcome:

• Download — Retrieve the original file you uploaded.
• Exceptions — Download a CSV of the rows that failed, with the reason for each.
• Result Data — Download a CSV showing the per-row outcome (success or failure) for the whole file.
• Refresh — Re-check the status of an in-progress task.

Invalid files are skipped during upload rather than blocking the rest. Review the Exceptions report to see exactly which rows were rejected and why, then fix and re-import just those rows.