Provisioning Your Customer’s Account

Find the guides you need to set a customer's location, utility, tariff, usage baseline, and market-specific account inputs.

Set location, utility, and tariff rate plan

Set Up an Account - Create and populate a Switch Account.
Select the Right Utility and Tariff - Select the right utility and tariff for accounts and calculations.
Handle Baseline Regions - Identify tariffs with rates that vary by location within their service area, which is common in California, and learn how to handle them.
Advanced Tariff Filtering - Filter tariff results by eligibility, rate characteristics, and enrollment status.

Estimate Consumption from a Bill Total - Estimate kWh usage from a monthly or annual bill total.
Load Time-of-Use (TOU) Readings into a Profile or Calculation - Upload a customer’s usage profile or run a calculation with TOU reading data.
Use Intelligent Baselining - Extrapolate limited usage data to a full year, interpolate it into hours, and project it to a different time period.
Upload Common File Formats - Upload a customer’s usage profile in common file formats.

Handle Taxes - Pass tax rates in a calculation request and set tax rates on an account.
Contracted Rates in Deregulated Markets - Use contracted rates for deregulated markets, micro-grids, what-if contracts, and more. Includes examples for modeling block and index contracts.
User-Adjusted Rates - Add custom rates to a calculation or save them on an account tariff.