If you already have an ENERGY STAR Portfolio Manager account with building and meter data, you can connect to it and allow data to be imported into B3 either as a one-time operation or on an ongoing basis.
Instructions
Step 1: Contact Connection
Before ENERGY STAR data can be imported into B3, a contact connection must be made to the B3Benchmarking account. This connection only needs to be made once for all properties.
a. Click the Contacts link in the upper right corner to visit 'My Contacts'
b. Click the 'Add Contact' button.
c. Search for username 'B3Benchmarking' and click the 'Connect' button
d. Agree to the terms and conditions and click the 'Send Connection Request' button
Contact connection to the B3 Benchmarking account is complete. Click 'Next' to continue.
Step 2: Sharing Properties
Share your property's building and meter data with B3 Benchmarking so that it can be imported. Follow this list of seven steps to successfully share. This operation only needs to be done once per property or meter.
a. Go to the Sharing tab and click the 'Share (or Edit Access to) a Property' button.
b. Select the properties you wish to share and specify 'B3 Benchmarking' as the account to share with.
c. Click 'Personalized Sharing & Exchange Data ("Custom Orders") - I need to give different permissions for different share requests, and/or I need to give Exchange Data permission.'
d. Click the 'Exchange Data' radio button
e. Click 'Read Only Access' for all of the available radio buttons and the Apply button at the bottom of the popup window.
f. Click the 'Share Properties' button at the bottom of page.
g. Grab a refreshment. This operation only needs to be done once. As long as all steps were followed you shouldn't need to visit these steps again.
Sharing is complete. Click 'Next' to continue.
Step 3: Property ID
Enter the Portfolio Manager Property ID that you wish to connect with. The Property ID is a seven-digit number indicated in the top left corner of the 'My Portfolio' tab.
Step 4: Meter Inventory
Specify the action you would like to perform for each meter:
- Connect to an existing B3 meter of the same type
- Create a new meter in B3
- Mark as disconnected to indicate no connection
Step 5: Import Automation
Specify the import action you would like to perform on each meter:
- Import now and every night
- Import now
- Do nothing
Step 6: Preview
Preview of all the actions listed that are about to be taken. Click the 'Next' button to proceed or the Prev button to go back and make changes.