How to connect and report to ENERGY STAR Portfolio Manager
Use this article to connect an existing ENERGY STAR Portfolio Manager account, set up ENERGY STAR for a location, map a property, configure property use, associate meters, and review ENERGY STAR reporting details in Constellation Navigator.
Before you begin
Make sure the location already exists in Constellation Navigator. If you are connecting an existing ENERGY STAR Portfolio Manager property, you also need access to that Portfolio Manager account so you can share the required property data with Pear.ai.
For meter reporting, the relevant utility accounts or virtual accounts should already be available for the location before you start meter association.
Choose the right path
Already have an ESPM account? Start with Existing ESPM account.
No property is mapped yet? Start with Set up a location.
Setup is complete? Review reporting details and meter associations.
Connect an existing ENERGY STAR Portfolio Manager account
Use this path when you already have an ENERGY STAR Portfolio Manager account and need to share existing account details and properties with Pear.ai.
- Log on to your ENERGY STAR Portfolio Manager account with your credentials.
- Under Contacts, click Add New Contacts/Connection.
- Search Buzby as your Contact Name, then click Search.
- Press Connect to add the contact.
- You will now see Buzby, Chris as a contact.
- Navigate to the Sharing tab.
- Click Select Properties to choose the properties you want to share.
- Choose the properties and click Apply Selection.
- Click Authorize the Exchange.
- After the success screen appears, email the Pear.ai team to confirm that the account and properties have been shared with the Pear.ai account.
Set up ENERGY STAR for a location
Use this path when the location needs ENERGY STAR reporting enabled from the ENERGY STAR tab in Location Details.
When ENERGY STAR is not yet set for a location, the ENERGY STAR tab shows a setup screen. From this screen, you can either create a new ENERGY STAR property or map the location to an existing ENERGY STAR property.
Click Create ENERGY STAR Property to open the property form. Complete the required property fields, then choose the action that matches what you want to do.
After the property is created, the page changes to show the ENERGY STAR details page. The first time you enter this page, you are asked whether you want to configure property use now or later.
- Click Cancel to dismiss the prompt and configure property use later.
- Click Configure to open the main property use configuration window.
Select Map to an existing ENERGY STAR Property when the customer already has an ENERGY STAR property that should be connected to the location.
- The window displays the existing properties available for the customer.
- Select the correct property from the list.
- Click Map to connect the selected property to the location.
- After mapping, continue to the property use configuration step.
GETAdvanced technical reference: list existing ENERGY STAR properties
This lookup returns the existing ENERGY STAR properties available for the customer so the selected location can be mapped to the correct property.
GET /api/v3/customers/{customerId}/energy-star/propertiesReview ENERGY STAR main page and reporting details
Use this path after the ENERGY STAR tab has been generated for the current location.
Once ENERGY STAR is set up for the location, the ENERGY STAR tab displays property details, score information, property use information, and available actions.
GETAdvanced technical reference: load ENERGY STAR property details
This request is used to fill the ENERGY STAR Property Details area on the main page for the mapped property.
GET /api/v3/customers/{customerId}/energy-star/properties/{propertyId}If a score appears as N/A, review the property, meter, and account setup first. Scores may not be available until the required property and meter information is complete.
NoteAdvanced technical note: Property Use Information
The source notes indicate that Property Use Information currently uses a combination of static JSON and an endpoint request for the current property type. The exact Swagger path for that property-use lookup was not provided in the PDFs, so no endpoint path is listed here.
Manage ENERGY STAR meter associations
Use this path when the ENERGY STAR property exists and meters or virtual accounts need to be reviewed, created, associated, automatically associated, or unmapped.
From the ENERGY STAR main page, click Meter Associations. A selection window opens with two options: Manual setup and Auto setup.
Choosing Manual setup opens the ENERGY STAR Meter Associations list. This page shows ENERGY STAR meters at the top and unassigned accounts at the bottom.
- If no ENERGY STAR meters exist, the page prompts you to create a meter and associate one or more virtual accounts to it.
- If meters are available, the meter table appears.
- Meter tables can appear inside collapsible drawers, with one table under each meter drawer.
- If the Unassigned Accounts table has no records, it displays No Data.
Create a new meter
Click Create New Meter to add a new ENERGY STAR meter. Complete the meter name, commodity type, and first bill date, then click Create.
Edit meter details
Click Edit Details on a meter drawer to update meter details such as name, active date, inactive date, still-in-use status, and whether the meter should be included when computing ENERGY STAR metrics.
Click Unmap on a row when an account should no longer be associated with that ENERGY STAR meter. The row is moved back to the Unassigned Accounts table.
DELETEAdvanced technical reference: unmap behavior from source notes
The source action notes show the following unmap endpoint. Use the visible Meter Associations and Remove Property Mapping actions as the customer-facing path.
DELETE /api/v3/customers/{customerId}/energy-star/properties/{propertyId}/map/{locationId}Choosing Auto setup takes you directly to the associated meters list after Pear.ai automatically sets up the available associations.
Edit property details or remove a property mapping
Use these actions after the location has an ENERGY STAR property mapped.
Click Edit Property from the top-right action area to update the ENERGY STAR property details.
- The edit form is similar to the create property form.
- The form title changes to Edit ENERGY STAR Property.
- The submit button changes to Update.
- Click X or Cancel to close the form without saving.
- Click Update to save changes and return to the main page view.
PUTAdvanced technical reference: update an ENERGY STAR property
When the Edit Property form is saved, the source notes indicate the existing property is updated rather than created again.
PUT /api/v3/customers/{customerId}/energy-star/properties/{propertyId}Use the UI flow above for normal updates. The endpoint is included for administrator or technical reference only.
Click Remove Property Mapping from the top-right action area when the location should no longer be mapped to the selected ENERGY STAR property.
A confirmation window appears. Click Remove to remove the mapping and return to the setup view, or click Cancel to keep the mapping.
DELETEAdvanced technical reference: remove a property mapping
This endpoint removes the mapping between the selected location and the ENERGY STAR property, returning the location to the setup view.
DELETE /api/v3/customers/{customerId}/energy-star/properties/{propertyId}/map/{locationId}