> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Connections

> Step-by-step guide to creating and managing connections in UMS — enter the NMI or MIRN, link the connection to a site, add meters, and attach a retail account.

A connection is an individual utility meter point — an electricity `NMI`, a gas `MIRN`, or a water meter reference. This guide walks you through creating a connection and wiring it into the rest of your data: a [site](/sites), its [meters and reads](/meters), and a [retail account](/retail-accounts). For the list view and column reference, see [Connections](/connections).

## Creating a connection

<Steps>
  <Step title="Open the create drawer">
    Navigate to the **Connections** page from the sidebar. On the **Connections** tab, click the **+** button in the top-right corner to open the **Create New Connection** drawer.

    <Frame>
      <img src="https://mintcdn.com/utilified/Y-bITl2YbF0gRNFt/images/connections/connection-create.png?fit=max&auto=format&n=Y-bITl2YbF0gRNFt&q=85&s=a5a6dcfa68a29777b21ccf9faeb28c73" alt="The Create Connection drawer with the identifier, utility, and namespace fields" width="1440" height="900" data-path="images/connections/connection-create.png" />
    </Frame>
  </Step>

  <Step title="Enter the identifier and key fields">
    Fill in the **Connection Information** section:

    * **Identifier** *(required)* — The meter point identifier: the `NMI` for electricity, the `MIRN` for gas, or the meter reference for water.
    * **Connection Address** — The physical address or location of the connection.
    * **Utility** *(required)* — Select the utility type (Electricity, Natural Gas, or Water). This drives the consumption units and charting.
    * **Namespace** *(required)* — The identifier market or namespace (for example, `AU_DEFAULT` for Australian connections).

    Optionally expand the other sections:

    * **Loss Factors** — **Distribution Loss Factor** and **Marginal Loss Factor** groups (electricity).
    * **Annual Usage** — **Annual Utility Cost**, **Annual Utility Consumption**, and the consumption **Quantity** unit.
    * **Dates** — **Date Established** and **Date Abolished**.
  </Step>

  <Step title="Save">
    Click **Save** to create the connection. You are taken to its detail page, headed by the identifier, where the remaining steps take place.
  </Step>
</Steps>

<Note>
  Use the right identifier for the utility: a `NMI` (National Meter Identifier) for electricity, a `MIRN` (Meter Installation Reference Number) for gas, and the meter reference for water. The create drawer does not ask for a site — you link the connection to a site as a separate step below.
</Note>

## Linking, metering, and retail accounts

From the connection detail page, the header actions handle the remaining relationships.

<Steps>
  <Step title="Link the connection to a site">
    Click **Add to Site** (the primary header action) to open the **Add Connection to Site** drawer, choose the [site](/sites), and save. Once linked, the connection's location appears on the **Overview** map. You can also allocate the site from the **Settings** tab.
  </Step>

  <Step title="Add meters and registers">
    Click **New Meter** to add a physical meter to the connection. Each meter has one or more registers (measurement channels) that record the time-series reads. See [Meters, Registers & Reads](/meters) for the full metering hierarchy.
  </Step>

  <Step title="Attach a retail account">
    Click **New Retail Account** to record the retailer's account reference for this connection. Retail accounts are how incoming [invoices](/invoices) get matched to the correct connection — see [Retail Accounts](/retail-accounts).
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/utilified/Y-bITl2YbF0gRNFt/images/connections/connection-detail.png?fit=max&auto=format&n=Y-bITl2YbF0gRNFt&q=85&s=b829c4c58f9b8e811b1aa2ba6392be9d" alt="A connection detail page Overview tab with stats and connection details" width="1440" height="900" data-path="images/connections/connection-detail.png" />
</Frame>

<Tip>
  Electricity, gas, and water connections are managed the same way, but their consumption units differ — kWh for electricity, MJ for gas, kL for water. The **Utility** you select on creation sets these automatically.
</Tip>

## Connection detail tabs

The detail page organises everything about a connection into tabs:

| Tab                    | What it's for                                                                                 |
| ---------------------- | --------------------------------------------------------------------------------------------- |
| **Overview**           | Status, utility type, annual consumption and spend, a consumption chart, and the location map |
| **Site Connections**   | The site links for this connection                                                            |
| **Meters**             | The physical meters installed at the connection — see [Meters](/meters)                       |
| **Invoices**           | Invoices billed against this connection                                                       |
| **Reads**              | Aggregated time-series consumption reads, with charting and CSV export                        |
| **Retail Accounts**    | The retailer account references attached to this connection                                   |
| **Agreements**         | The energy [agreements](/agreements) covering this connection                                 |
| **Quantity Constants** | Conversion constants applied to this connection's quantities                                  |
| **Settings**           | Edit connection details and allocate the site                                                 |

The **Meters** tab is the entry point into the metering hierarchy — meters, their registers, and the reads beneath them. See [Meters, Registers & Reads](/meters) for how that structure fits together.
