How to connect

Energy Star Portfolio Manager Enertiv Connection Guide

Enertiv syncs with ESPM both ways. Utility data pushed directly to ESPM gets pulled into Enertiv, and utility data collected in Enertiv gets pushed to ESPM. Property details are editable right in Enertiv too, so teams can manage ESPM entirely from a single, modern interface.

01
Step 1

Add Enertiv as a Contact

  1. Log in to the Portfolio Manager account used to manage the property you wish to share at www.energystar.gov/portfoliomanager.

  2. After logging in, click Contacts in the upper-right corner of your browser. This will open the My Contacts page.

    Location of the Contacts link in ESPM header
    ESPM My Contacts page
  3. On the My Contacts page, click the blue Add Contact button.

  4. Search for the contact name Enertiv.

  5. In the search results, find Enertiv Inc. and click the blue Connect button to the right.

    Search results showing Enertiv Inc. in ESPM
    Connect button next to the Enertiv Inc. contact
  6. On the next page, click Send Connection Request.

02
Step 2

Share Your Property with Enertiv

Share access to your building (or portfolio) with us by following the steps below.

  1. At the bottom of the property page, under the Sharing this Property tab, click Share.

    Sharing this Property tab with Share button highlighted
    Share dialog in ESPM
  2. Select additional properties if needed and choose the Enertiv contact you added earlier.

  3. Select Personalized Sharing & Exchange Data and click Continue.

    Personalized Sharing and Exchange Data option selected
    Continue button on sharing options screen
  4. Choose the desired access level:

    • Read-Only Access: used to enable data viewing during the negotiation and sales process.
    • Full Access: granted after the contract is signed, allowing Enertiv to view and update your property's data as part of ongoing management.
  5. Click Share Properties to complete the process.

Need a hand?

Ran into a snag? We're happy to help.

If any step isn't working the way it should, our team can walk you through it and get you connected.

Get in touch