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Added in Version 0.31


  • In this article we’ll describe how to Import Interval Data to a Quote.

Import Interval Data

  1. Open a Quote
  2. Click Interval Data on the Actions tab
  3. This will display the Interval Data Screen
  4. Click Download CSV Template and select an Interval and a Start/End Date (optional). This will create a CSV file and download it to your device
  5. Fill out the CSV file with the interval data
  6. Back on the Interval Data screen, click Import Interval Data and select your CSV file
  7. The Interval Data screen will autofill from the CSV file, click OK
  8. The interval data will now be used in the Savings Calculations for this Quote
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