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CSV Import Onboarding

CSV Import allows you to send meter readings to the Utopi platform via FTP/SFTP. This is the standard method for integrating data from:

  • Building Management Systems (BMS) – such as TrendBMS or Synapsys
  • Data loggers – such as Elvaco CMe series devices polling meters over M-Bus
  • Energy management platforms – such as Carlo Gavazzi
  • Third-party data collection systems

Once configured, you can automate file delivery on a schedule that suits your operations. Readings are processed and appear in Utopi Connect, enabling reporting, analysis, and ESG management.

Overview​

Utopi accepts meter readings in CSV format, delivered to an FTP/SFTP server. Your data logger or BMS must have outbound internet connectivity (typically via LAN with a fixed public IP address) to deliver files to Utopi.

Prerequisites​

Before onboarding can begin, please ensure the following:

  • Data access has been agreed with Utopi.
  • You can provide a technical contact (name and email address) for integration communications.
  • The site has been set up in Utopi Connect and you have provided a meter schedule mapping each meter to each space.
  • You can provide sample CSV files in your expected format.
  • You can confirm your data logger type and meter makes/models.
  • You can share your static public egress IP address(es) for allowlisting.

Onboarding steps​

This section outlines the step-by-step onboarding journey, including what Utopi will provide and what we expect from you at each stage.

StepUtopiCustomer
Submit request—Contact your Utopi representative or email support with your request. Provide technical contact details.
Provide site informationProvide meter schedule template if required.Complete the meter schedule mapping each meter to each space, provide sample CSV files, and confirm data logger and meter types.
Review formatReview CSV format for compatibility. Confirm requirements or request adjustments.Ensure sample files include device identifiers, readings, and timestamps.
Configure platformConfigure site, buildings, floors, spaces, and devices in Utopi Connect.—
Allowlist IPAllowlist your source IP address(es) on our FTP/SFTP server.Provide static public egress IP address(es).
Share credentialsSend FTP/SFTP hostname, directory path, username, and password.Store credentials securely. Configure your system to connect to the FTP/SFTP server.
Set up deliveryShare preferred delivery schedule and confirm any file naming expectations.Configure scheduled uploads (typically once daily) and generate files in the agreed format.
Test connectionMonitor for incoming files and confirm data appears in platform.Upload test file(s) and verify successful transfer.
Go liveConfirm integration is operational.Begin scheduled file delivery.

Next steps​