DTE/Consumers Bulk Updater Instructions

Please note that this tool is only available to those that have access to DTE/Consumers Program Info. If you have any questions, please reach out to programsupport@ekotrope.com.

To bulk update multiple DTE/Consumers OIT forms at once, you can use the DTE/Consumers Bulk Updater feature. 

To do so ,select the projects you want to update from the Project List. Then, click Batch Actions, and select the DTE Consumers Bulk Updater. Follow the instructions in the app to download the template file.

When downloading the template, there will be pre-filled information for the following columns: 

• Project ID
• Project Name
• Project Address
• Lot/Unit #

The following columns are what are editable:

• Submission Status: will accept the following options
  • Under Construction 
  • Final Submission 
  • Canceled
• Enrolled Builder (DTE) and Enrolled Builder (Consumers): 
  • Enter the builder name. If the entered builder name does not match the builder list, the batch updater will fail.
• Expected Start Date, Rough Inspection Date, Expected Completion Date:
  • Format the all the cells as 'Text' - see the Gif below on how to do this.
  • Ensure the entered date is in (MM-dd-yyyy) format
• Electric and Gas Meter Numbers:
  • Enter the corresponding utility meter numbers
• Electric and Gas Utility:
  • Enter the electric/gas utility name. If the entered electric or gas utility name does not match the available utilities in the current dropdown, the batch updater will fail.
• Registered with RESNET through a different software: Will accept the following options
  • Yes
  • No
• Alternative Software RESNET Registry ID:
  • Enter the RESNET Registry ID. 
  • If using this field, the preceding field above should be marked as 'Yes' or the batch updater will fail.

Populate this template with the information you wish to update. Please note, if a field is left blank, no change will be made. The bulk updater can add or replace data, but it cannot delete data.

In order for the updater to correctly understand dates and zip codes, please format all cells in the spreadsheet as Text. To do this in Excel, press Ctrl+a to select every cell in the spreadsheet, then use the Number Format menu to change the format from General to Text(See attached Gif)

Once you have finished inputting the data you wish to update, reupload the spreadsheet and the changes from the spreadsheet will be reflected on the app.