Skip to main content
The quickest way to get a new organisation running in UMS is the guided onboarding wizard. Instead of creating accounts, sites, connections, and agreements one by one, you bring your existing data in once — by uploading documents for AI to read, or a single onboarding file — then review and create everything together.
Prefer to build your portfolio by hand, entity by entity? See Your First Steps for the manual walkthrough. This page covers the faster, assisted path.

​
Before you start

Onboarding goes smoothly when your reference data and source files are ready:
  • Suppliers and utilities must already exist. The onboarding upload looks up retailers and utility types by name — it won’t create them. Make sure the suppliers and utilities you reference are set up first (ask your administrator if you’re unsure).
  • Gather your portfolio data — your list of accounts, the sites and their addresses, connection identifiers (electricity NMI, gas MIRN), retailer account references, and any agreement details.
  • Collect supporting documents if you want AI to do the work — agreement PDFs, recent invoices, or a site-list spreadsheet.

​
The guided onboarding wizard

The wizard runs against a master account and walks through five steps. Every step except Review is optional, so you can do as much or as little in each as you like, then review and create at the end.
1

Import Data

Upload documents for Joule (the UMS AI assistant) to analyse, or import a CSV. Joule reads your files and pre-fills the later steps for you — see AI document upload below.
2

Infrastructure

Add or adjust child accounts, sites, and connections. If you used AI or a CSV in the first step, these are already populated for you to check.
3

Link Sites

Connect sites to their connections, so each meter is tied to the right physical location.
4

Commercial

Add agreements and retail accounts — the energy contracts and retailer references for your connections.
5

Review

Review everything the wizard will create, then create all the records in one go.
The wizard saves your progress as you go — your form state persists across a page refresh, so you can step away and come back without losing your work.

​
AI document upload

On the Import Data step, drop in the documents you already have and let AI extract a structured portfolio from them — no manual data entry. Joule reads your files and proposes child accounts, sites, connections, site links, agreements, and retail accounts, which then flow into the wizard for you to review and edit before anything is created. Supported file types: PDF, CSV, Excel (.xlsx, .xls), TSV, and images (.png, .jpg). Good sources include agreement PDFs, recent invoices, and site-list spreadsheets.
AI extraction is a starting point, not the final word. Always check the extracted accounts, connections, and agreements on the Infrastructure, Link Sites, and Commercial steps before you create them.

​
All-in-one onboarding file

If you’d rather drive onboarding from a spreadsheet, the onboarding upload creates your entire hierarchy — accounts, sites, connections, retail accounts, and agreements — from a single CSV. It’s one row per connection, with the account, site, and agreement values repeating down the rows and de-duplicated automatically. The upload is all-or-nothing: if any row fails validation, nothing is created — you fix the file and re-submit, so you never end up with a half-built portfolio. For the exact columns and a downloadable template, see Onboarding upload (all-in-one) in the Bulk Importing Data guide.

​
After onboarding

When you finish, UMS drops you on a You’re all set page with quick links to keep going:
  • Go to the dashboard — see your portfolio overview at a glance
  • Create your first account — add another customer or business entity
  • Invite your team — bring colleagues in and set their access (Setting Up a User)
See What’s Next for the highest-value things to set up in your first week.