Is your project in SVCE territory?
Is your customer an SVCE customer?

Silicon Valley Clean Energy is the community electricity provider for 13 communities in Santa Clara County: Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Saratoga, Sunnyvale, and unincorporated Santa Clara County. [see map] If your customer's address is in any of these 13 communities, there's an over 96% probability they're an SVCE customer, which means you can get their electrical data for free from the SVCE Data Hive.

Now that you've confirmed that your customer is an SVCE customer, let's get you registered as a third party on Data Hive. You must register as a third party in order to request and collect utility data from your clients. Once you're registered, I'll show you how to request and download utility data.

To register as a third party / contractor

1) Visit the registration page
  (if you already have a UtilityAPI account, you can register under "Utility Registrations" from your settings)
2) Scroll down; click on "Register as a Third Party"
  This will pull up the registration form.
3) Fill out the registration form
It should only take you about a minute. The form will ask you for

• Your name
• Your email
• Your company's name
• Your company's website

4) create a password, which will serve as your login credentials.
Login credentials for what? For your new UtilityAPI dashboard! When you submit the finished form, a UtilityAPI account will automatically be created for you so that you will have a dashboard. The dashboard is not only where you request data, but also where you can view and download data you have previously collected.
5) State your Scope of Use
What are you going to be using this data for? For example, you may need it for a solar proposal, an EV charger, or an energy storage project. The URL field is optional. Use it if you'd like to upload your own terms of service from your company's website.
6) Agree to terms and conditions
7) Click "Register". A UtilityAPI account will be created for you.

To get to and use your dashboard

1) Visit utilityapi.com
2) Login using the link on the top right
  Use the email and password you just created on the registration form.
  Once you access the dashboard, there's a big blue button called "Request Data"
  at the top of the screen. This button is what you want to focus on.
3) Click the Request Data button.
  You will see your unique authorization link that you'll want your client to click on in order to authorize.
4) About the data link
The data link is very flexible. You can copy and paste it into an existing email thread. You can text it. You can embed it into an i-frame and put it on a website. Or you can send it as an email through the dashboard itself by inputting your customer's name and email and selecting Silicon Valley Clean Energy from the drop down menu of utilities. You can preview how your data request will look. Your customer will get this pre-formatted email from you, not from us. In your UtilityAPI settings, you can quickly and easily swap out the UtilityAPI logo for your own. You only have to do it once to white label all your authorization requests.
5) When you're satisfied, click "Send Data Request." Note: You can also find your SVCE authorization link under "Utility Registrations" in your settings.

What does your customer see?
What will they do?

When your customer clicks "Securely share your utility data" and then "Continue to SVCE", we'll need to look up their account. If they know their account number, great! We can use that to look it up. If not, we can also try to look it up by

• the phone number associated with the account
• the email associated with the account
• the account address

A note on looking up accounts:
In order to proceed, we need to find a unique match of information. If the same phone numbers, addresses or emails have been used to set up multiple accounts, then we'll need to use the actual account number in order to authorize data sharing.

For the sake of this demo, we're going to use a phone number to find the account, assuming it's a unique match.

One Time Passcode (OTP) authentication
In order to make sure that the actual account holder is authorizing data sharing, we use One Time Passcode (OTP) authentication. Your customer will get a code sent to them in the method they choose:

• Text
• Phone call
• Email

The account holder then types the code in and clicks submit.

The final step in the authorization process is for them to set parameters about what kinds of data they want to share with you. The choices are

• Account details, interval data or both?
• Historical and/or ongoing data, and for how long
• For all of their meters, or just specific meters?

The utility account holder then clicks the green "Authorize" button, and they're done.

The utility account holder will receive an authorization receipt that includes a link to revoke authorization at any time. UtilityAPI will also email you (or notify you via webhooks if you're using the API itself) to let you know that one of your customers has newly authorized data sharing.

To collect data

Return to your UtilityAPI dashboard. Go back to where it says My Dashboard, next to the "Request Data" button near the top.

The newest authorization will always appear at the very top of your dashboard, so you don't have to search for it. We're going to give you certain identifiers, so you don't have to figure out which meters you need the data for: Service Agreement ID, Account number, billing account number, address of each meter, what tariff each meter is on.

From here, you'll have two choices:

• You can click on Get Data, then Collect Historical Data. UtilityAPI will then begin historical data collection, or
• You can click on Get Data, then Start Ongoing Monitoring. You will then be prompted to select the frequency you would like our software to pull the data going forward:
  • Monthly
  • Weekly
  • Daily
  • Off (stop ongoing monitoring)

Click Start Monitoring to begin the data pull.

We always have our API documentation available at www.utilityapi.com/docs. This documentation is for companies who want to get a bit more technical on the back end, perhaps do an integration with their CRM software, like Salesforce, or push the data into their own proprietary software platform. We offer a standards-compliant Green Button solution, for those who are familiar with how that works. This is currently the only UL tested, GBA certified Green Button platform in the US.

If you have any questions at all, please do not hesitate to reach out via email to support@utilityapi.com

Thank you!