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Merged_Portfolio_Standard_Template.csv

Uploaded May 7, 2026 at 8:40 PM by Admin · 97 rows · 1 file

Completed
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  • Merged_Portfolio_Standard_Template.csv · 21 KB · 1 sheet(s) · 97 rows

Header mapping

Auto-suggested mappings — adjust as needed before previewing.

Sheet: Sheet1

42 columns · 42 mapped · 0 ignored

Source columnMaps toConfidenceIgnore
Blocker / Exception100%
City100%
County / AHJ100%
Current Owner100%
Customer Name100%
Email100%
Inspection Notes100%
Inspection Passed Date100%
Inspection Scheduled Date100%
Inspection Status100%
Interconnection Applied Date100%
Interconnection Approved Date100%
Interconnection Notes100%
Interconnection Status100%
Inverter Type100%
Last Updated Date100%
Loan Type100%
Meter Change Applied Date100%
Meter Change Completed Date100%
Meter Change Status100%
Module Type100%
Next Action100%
Notes100%
PTO Issued Date100%
PTO Notes100%
PTO Status100%
Permit Applied Date100%
Permit Approved Date100%
Permit Notes100%
Permit Status100%
Phone100%
Project Address100%
Project Status100%
Risk Level100%
Sales Office100%
Sales Rep100%
Secondary Phone100%
State100%
System Size (kW)100%
Utility Account Number100%
Utility Company100%
ZIP100%

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DUPLICATE_CANDIDATE
2
CREATED
5
UPDATED
90
Last commit results:Created: 5Updated: 90Duplicates: 2Rejected: 0