Aggressive Energy

ESG Migration · Data Mart Tools

1. Upload Data Mart Files

📂
Drop files here or click to browse

Accepts .csv, .xlsx, .xls — up to 1 GB each

    2. Merge Options

    1 Upload your Data Mart exports below
    2 All four files are required — Market Detail is optional
    3 Click Build Report
    4 Download populates in seconds
    Join Key (ESG Combined Token)
    CUSTOMER_TKN + "_" + CUSTOMER_ACCT_TKN + "_" + ACCOUNT_PKG_TKN
    All files are merged on this combined token. Multi-row sources (Band Detail, Agent) expand the output — this is expected.
    56 output columns Colour-coded by source Masters excluded from SalesRepA TBD columns flagged
    Account required .csv / .xlsx base table
    Core account, address, billing fields
    Click or drop
    📋
    Serv-Agree Band Detail required .csv / .xlsx
    Pricing, contract dates, band rows
    Click or drop
    👥
    Agent required .csv / .xlsx
    Sales rep & commission data
    Click or drop
    🔗
    LDC Xref required .csv / .xlsx
    Utility account numbers
    Click or drop
    👤
    Market Detail optional .csv / .xlsx
    Customer names lookup
    Click or drop
    Add Account file first

    1. Upload LDC Xref File Required

    Required columns: Customer_Tkn, Customer_Acct_Tkn, Account_Pkg_Tkn, LDC_Account_Num
    📂
    Drop LDC Xref file here or click to browse

    Accepts .csv, .xlsx

    2. Account Numbers to Look Up

    Upload file (first column, no header required)
    📄
    Drop account number file or click to browse

    Accepts .csv, .xlsx

    Or paste account numbers (one per line)

    3. Run Lookup

    1. Upload LDC Xref File Required

    Required columns: Customer_Tkn, Customer_Acct_Tkn, Account_Pkg_Tkn, LDC_Account_Num
    📂
    Drop LDC Xref file here or click to browse

    Accepts .csv, .xlsx

    2. Upload Serv Agree Band Detail Required

    Required columns: CUSTOMER_TKN, CUSTOMER_ACCT_TKN, ACCOUNT_PKG_TKN, SERVICE_AGREEMENT_ASSIGN_START_DATE, SERVICE_AGREEMENT_ASSIGN_END_DATE
    📄
    Drop Serv Agree Band Detail file here or click to browse

    Accepts .csv, .xlsx

    3. Account Numbers to Check

    Upload file (first column, no header required)
    📄
    Drop account number file or click to browse

    Accepts .csv, .xlsx

    Or paste account numbers (one per line)

    4. Run Contract Date Check

    1. Upload Confirmation Template Required

    Excel template (.xlsx) or CSV. The processor reads New Account # (col D) and Old Account # (col E), and writes back to columns Q, R, S. For .xlsx all other columns and formatting are preserved; CSV input is returned as a fresh .xlsx (no original styling to keep).
    📄
    Drop Confirmation Template here or click to browse

    Accepts .csv, .xlsx

    2. Upload Rate Report Required

    Excel workbook (.xlsx) with a last_accepted sheet (or a single-sheet workbook), or a CSV. Required columns: ESG_Account_Num, START_DATE, DETAIL_AMT, CREATE_TSTAMP.
    📊
    Drop Rate Report here or click to browse

    Accepts .csv, .xlsx

    3. Upload LDC XRef Required

    Data Mart cross-reference CSV. Required columns: Customer_Tkn, Customer_Acct_Tkn, Account_Pkg_Tkn, LDC_Account_Num, Start_Date, End_Date.
    🔗
    Drop LDC XRef CSV here or click to browse

    Accepts .csv

    4. Process

    1. Upload EDI 814 Report Required

    Upload the daily EDI 814 Change Output file (.csv or .xlsx). The tool automatically filters to rows where Change Type = Tax Rate and matches your account numbers against the UtilAcctNo column. Dashes are stripped from both sides before matching.
    📄
    Drop EDI 814 file here or click to browse

    Accepts .csv, .xlsx, .xls

    2. Account Numbers to Confirm

    Results will be returned in the exact order you provide the account numbers.
    Upload file (first column, no header required)
    📄
    Drop account number file or click to browse

    Accepts .csv, .xlsx

    Or paste account numbers (one per line)

    3. Run Confirmation

    1. Upload LDC Xref File Required

    Required columns: Customer_Tkn, Customer_Acct_Tkn, Account_Pkg_Tkn, Start_Date, End_Date, LDC_Account_Num
    📂
    Drop Data_Mart_LDC_Xref file here or click to browse

    Accepts .csv, .xlsx

    2. Upload Account Detail File Required

    Required columns: CUSTOMER_TKN, CUSTOMER_ACCT_TKN, ACCOUNT_PKG_TKN, ACCOUNT_PKG_DESC, STATUS_DESC
    📄
    Drop Data_Mart_Account file here or click to browse

    Accepts .csv, .xlsx — latin-1 encoding supported

    3. Service Type & Account Numbers

    Upload file with account numbers
    📄
    Drop account list file or click to browse

    Accepts .csv, .xlsx

    Or paste account numbers (one per line)

    4. Run Lookup

    1. Upload Account Exemption File Required

    Required columns: CUSTOMER_TKN, CUSTOMER_ACCT_TKN, ACCOUNT_PKG_TKN, CATEGORY_DESC, REASON_DESC, TYPE_DESC, TAX_CERTIFICATE_DESC, EXEMPT_PCT, START_DATE, END_DATE, ACCOUNT_EXEMPTION_TKN
    📂
    Drop Data_Mart_Account_Exemption file here or click to browse

    Accepts .csv, .xlsx

    2. Token List

    Upload file with tokens
    📄
    Drop token list file or click to browse

    Accepts .csv, .xlsx

    Or paste tokens (one per line)

    3. Run Lookup

    1. Upload Agent File Required

    Required columns: CUSTOMER_TKN, CUSTOMER_ACCT_TKN, ACCOUNT_PKG_TKN, TYPE_DESC, ACR_START_DATE, ACR_END_DATE, FIXED_UNIT_NUM, PLAN_DESC, AGENT_NAME
    📂
    Drop Data_Mart_Agent file here or click to browse

    Accepts .csv, .xlsx

    2. Token List

    Upload file with tokens
    📄
    Drop token list file or click to browse

    Accepts .csv, .xlsx

    Or paste tokens (one per line)

    3. Run Lookup

    1. Upload Data Mart Files

    Upload all five source files (CSV or Excel). Click a zone or drag & drop.

    📜
    LDC Xref
    No file chosen
    📋
    Account Detail
    No file chosen
    👤
    Customer
    No file chosen
    📈
    Serv Agree Band
    No file chosen
    🤝
    Agent
    No file chosen

    2. Service Type & Account Numbers

    Account Numbers (one per line, blank rows preserved)

    1. Choose Mode

    Select the upload template to generate.

    Generates a Titanium Customer Prospect Upload file (enroll mode, 30 columns configured — add columns 31–181 from the Titanium template spec when available).

    2. Upload Source File

    First row must contain column headers. Accepts .xlsx, .xls, .csv.

    Drag & drop your source file here, or click to browse
    No file selected

    3. Map & Preview