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Energy Toolbase Integration FAQ

What is the Energy Toolbase integration? 

The Energy Toolbase and UtilityAPI Integration allows users to import interval data into their PV projects for accurate modeling, as opposed to using less precise monthly summary data. Key benefits include:

  • Quick & Accurate Utility Bill Re-creation: Instantly reconstruct an annual utility bill, avoiding manual transcription errors.

  • Find the Best Utility Rate Option: Quantify the dollar savings of a proposed project across all eligible rate options, including time-of-use (TOU) schedules.

  • Model NEM Scenarios: Precisely measure exported (kWh) energy, and determine the dollar savings and impact of reduced export rates.

Need to sign up for an Energy Toolbase account? Click here to sign up.

How do I connect my UtilityAPI account to my Energy Toolbase account?

Connecting your UtilityAPI and Energy Toolbase account is quick and simple. It should only take a couple of minutes, and you only have to set this up once.

Note: You need both a UtilityAPI account and Energy Toolbase account to use the integration.

Step 1: Create or retrieve your UtilityAPI API token.

  • Go to your UtilityAPI API Settings

  • You can either:

    • Create a new API token (recommended)

    • Or copy an existing token if you’ve already generated one

    • Click here to go to your API settings to create or retrieve an API token. 

API settings 1

Tip: Create a new token specifically for the Aurora Solar integration at the admin user level.

This ensures:

  • You can manage or disable the integration later without affecting other workflows

  • The token will have access to all customer data as needed

Click here to learn more about API tokens. 

Step 2: Connect your UtilityAPI account to Energy Toolbase

Once you have your UtilityAPI API token, you can log in or return to your Energy Toolbase account and complete the following steps.

  • Log in to Energy Toolbase: If you're not already logged in, go to your Energy Toolbase account and sign in.

  • Create a New Lead: From the top navigation bar, click on the Leads dropdown. Select Create Lead to start a new project and enter the necessary project details.

  • Add Meter and API Key: After entering the lead information, click on Add Meter and select UtilityAPI from the Self -Service options.

  • Paste Your API Token: Copy your UtilityAPI API token (shown in Step 1) and paste it into the provided field. Click Save to complete the connection.

Connect UtilityAPI to EnergyToolBase (1)

I've connected my accounts; how do I use the integration?

Once your accounts are connected, follow these steps to use the integration and import interval data into Energy Toolbase projects:

  1. Create an Energy Use Profile: From your dashboard, select the Leads dropdown and enter the required information for your project. Then, under the Meters section of the lead, click Add Energy Use Profile.
  2. Choose Your Meter: Energy Toolbase will display all meters linked to your UtilityAPI account. Select the meter associated with the correct SAID, billing contact, and service address for your project.
  3. Complete Data Import: Once the "Data Import Complete" message appears, Energy Toolbase has successfully imported the interval data from UtilityAPI. You can click on the hyperlinks to view the utility bills.
  4. Complete Project Setup: Continue setting up your project by selecting the utility, rate schedule, and defining any sub-attributes needed. The Rate Schedule variable will be displayed for reference. You can also add the NEM program for your project if applicable.
  5. View Your Data: All interval data will appear in the Energy Use Profile table, reflecting a full 365-day utility bill.

Note: If UtilityAPI has captured more than 365 days of interval data: Energy Toolbase will only use the most recent 365 days of data when creating the Energy Use Profile.

Can I get other types of data besides Interval data with this integration?

No, this integration only uses interval data to ensure the most accurate modeling for your projects.

What if there are multiple meters under one address?

Users have the ability to select which meters they want to import data for, including multiple meters under one address. 

Why can't I see my data request in Energy Toolbase?

If your UtilityAPI data isn’t appearing in your project, it may be due to one of the following reasons:

  • No data has been collected for the selected meter
    Click the “Get Data” button next to the meter to start the data collection.
    Make sure the meter has at least two months of interval data for it to populate in Aurora.
    Go to your API Dashboard to activate the meter.

  • Customer authorization is still pending
    If the homeowner hasn’t completed the authorization, data collection can’t begin.
    Check authorization status here.

  • The utility or meter doesn’t support interval data
    Not all utilities or meters provide interval data.
    View our interval data coverage by utility.

  • Technical issues or account connection problems
    There may be a temporary issue with your UtilityAPI account or a service disruption.
    Contact UtilityAPI Support if you need help troubleshooting