Our integration with Utility API makes it easy to import utility usage data in bulk with just a few clicks. Utility API is a data service that provides secure access to a large range of energy providers.

Yes, because each customer's data is unique, they will need to authorize access for each job specifically.

The cost of import varies depending on how many utilities are accessed. You will always see a preview of the cost in the import modal before sending the request.

The cost of each UtilityAPI import will added in your company's regular SnuggPro invoice. The customer will not be billed for UtilityAPI data imports.

If the customer doesn't respond to the email and grant you access, then SnuggPro will not be able to import any usage data. You will not be billed for UtilityAPI import unless access is granted and the connection is successful.

If there is an error in retrieving data from the utility provider then you will not be billed for UtilityAPI import.

Once authorized, UtilityAPI will import whatever data is available for a flat rate. For this reason, it may be worth finding out if the customer only recently started using their utility providers.

To import data for a job, you need to request that the customer authorize your access to their data. You can do this by sending an automated request email using our prompts.

Go to Input > Utility Bills > How would you like to enter the data? start by selecting UtilityAPI and clicking Authorize Utility API.

In the Import modal, you'll need to specify what kind of utility data you'd like to import, choose the utility provider and enter the customer's email address.

You'll see a preview of the cost to import data. This is a one time cost added to your SnuggPro invoice to connect the job and import data.

You may want to give the customer a heads up and let them know to expect and email from SnuggPro where they'll be prompted to log in to their utility provider's online account to grant you access; you won't be able to import any data until they do this.

When customers receive their Data Access Request, it will look like the example email below.

When customers click the orange "Approve this Request" in their email, they will be directed to an authorization page that looks like the example below. Here they need to enter the username and password that they normally use to access their utility online account. They also need to sign the authorization using their full name.

After they have clicked "Authorize Access and Data Sharing" the customer will see the Authorization Receipt page, which they can save if they choose.

Once your request has been sent, you'll see a green message under Utility Bills notifying you of when the request was sent. After the customer has granted access, a new message will appear and then SnuggPro will automatically fetch data from the utility provider and fill in the fields bellow.

As long as the utility customer does not revoke access, data can be re-fetched every month. Each additional re-fetch will incur new charges.