Within all of the EnergySteward.com modules (contracts, deals, pipes/fields, etc.) there are 'Time Savers' options available (to those with appropriate security). These 'Time Savers' are simply menu options which allow for you to do many activities in 'bulk' (a single screen). These bulk activities include the bulk upload of data into EnergySteward.com . Most of the current upload capabilities support the Microsoft Excel data file format.
A few examples of existing Excel Uploads include the following:
| • | Contract Meter/Well Assignments |
| • | Contract Route Assignments |
| • | Deal Meter/Well Daily Volumes (PIVOT and non PIVOT formats) |
All of these 'Time Saver' Excel upload operate in the same manner within EnergySteward.com . This particular area describes how to upload these Excel spreadsheets AND how to confirm the upload results.
The typical series of events to performing an Excel upload include the following...
| 1. | Determine the type of data you would like to upload (company, meter/well, contact, whatever). |
| 2. | Within EnergySteward.com , find the 'Time Saver' screen for that upload and download an empty Excel spreadsheet template (xls file). This template includes field-by-field instructions AND cell heading and data requirements for that particular upload (normally the 2nd spreadsheet in the downloaded template). You can directly populate the first sheet and use the template Excel file you downloaded as your data upload spreadsheet file. |
| 3. | Populate the spreadsheet (based on the instructions found in the template) with applicable data. |
| 4. | Upload the spreadsheet through the same 'Time Saver' screen (the same one you used to pull download/obtain the template spreadsheet). |
| 5. | Within a few minutes after your upload (behind the scenes on EnergySteward.com servers) a process will begin to post your upload spreadsheet rows. |
| 6. | After providing a reasonable time (can vary depending on how much data in spreadsheet, typically around 5 minutes), then run an audit report to confirm the results of the batch upload and potentially correct and re-upload corrected entries. |
Once you have the process down for one bulk Excel upload, then all others work in the same fashion. Just need to pay close attention to the data requirements and the spreadsheet population rules each upload.
Important Note: There are many other options available for importing & exporting data within EnergySteward.com, contact system support at EnergySteward.com for additional data import and export service options.
