For programs that are using the HPXML data standards and export, follow the instructions below to upload .xml files to the program portal.
Set Stages: The job must be set to the correct stage before downloading an xml file.
Audit XML report may be downloaded if the job is set to one of the following stages:
Lead
Audit
Bid Proposed
Bid Approved
Uncategorized
Retrofit XML report may be downloaded if the job is set to one of the following stages:
Retrofit Complete
QA
Create XML: Click the EXPORT button on the upper right corner of the REFINE screen.
The .xml file is written in a special code and are not easily viewed without a special converter. It is not necessary to open or review the files before uploading them to the program portal. Simply save the file to your computer, then upload it as is. The created name of the file should also not be changed.
Audit File (test in)
Retrofit File (test out)
Download Audit:
Be sure that you have done a final model on the job prior to exporting. The system will generate and name the file in this format > snugg(job number)_Audit_(date).xml. Save the file to your computer, then upload it to your program portal. The XML title within the report for an audit report is "Proposed Workscope". This stage may be repeated in necessary.
Download Retrofit:
The Retrofit stage is used for the test out numbers on the final stage. Be sure that you have done one last model on the job prior to exporting. The system will generate and name the file in this format > snugg(job number)_Retrofit_(date).xml. The XML title within the report for a retrofit report is "Job Completion testing/final inspection". This stage may be repeated in necessary.
PDF Report:
Many of the Efficiency programs also require you to submit a pdf of the homeowner report for a complete upload. See the article below for instruction on how to create a pdf.
HPXML Errors
If you should get any errors when uploading your xml file to your program portal, it’s important to forward that error to us along with the job number, and if it’s an audit or retrofit file. We will decipher the problem and get back to you as soon as possible. Some programs have certain rules for the types of measures you are allowed to submit, or they may require how some measures are to be entered - for example - some programs do not allow improved thermostat setpoints to be recommended, some programs require that all duct work be submitted as "measured cfm25". If you are just starting with a program be sure to find out all of their requirements.
HPXML: HP = Home Performance / XML = extensive mark-up language standards. The actual files are created and transferred (exported) as an .xml file.
The Home Performance Coalition, (in partnership with the Building Performance Institute), is leading a working group comprised of home performance stakeholders to develop and test BPI data collection and transfer standards. Snugg Home is a member of this working group.
BPI-2100, or HPXML, is a companion standard to BPI-2200. Each of the data elements defined in BPI-2200 can be transferred from one software system to another via an extensible mark-up language (XML). The standard is intended to reduce the transactional costs associated with collecting and transferring data by making communication between systems easier, and by reducing the need for the development of a data transfer protocol each time two systems need to communicate. The most recent version of HPXML is hosted online on a site maintained by the National Renewable Energy Laboratory (NREL).