---
schema_version: "1"
id: db82421d9f974abc742f667c4b826f542fe2b2d333182756892ac7dbc37d2e77
title: Upload Service Points in Large Account Sales Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_t_upload_service_points_for_energyutilities_298553.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_t_upload_service_points_for_energyutilities_298553.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 614286903c25b242cafb07e827f1c70a3a160f897b1cb909d692155c7a2cfbfd
description: A service point is an entry point for services to a premises. The service provided to each service point is separately metered (or measured). Therefore, each opportunity or quote relating to the sale of the commodity product should have one or more service points attached to it.
products:
  - Energy and Utilities
release: "264"
---
# Upload Service Points in Large Account Sales Management

A service point is an entry point for services to a premises. The service provided to each service point is separately metered (or measured). Therefore, each opportunity or quote relating to the sale of the commodity product should have one or more service points attached to it.

After you create an opportunity, the next step is to add service points to the opportunity. Large Account Sales Management allows you to upload multiple service points or locations using a CSV file. You can also create service points one at a time by entering the details directly in the Salesforce Service Point record page UI. You can do this to incrementally add members to the opportunity or if you just want to add a few members.

## Bulk Upload Service Points for Energy & Utilities

To use the upload feature to add multiple service points to an opportunity, create a CSV file with the details of the service points.

Before You Begin

- You must have an open opportunity for which you want to generate Quote.
- Prepare a CSV file containing a list of service points to be uploaded for the opportunity.

To create the upload file, download a [sample service point file](https://resources.docs.salesforce.com/rel1/doc/en-us/static/misc/LargeAccountSalesManagement-UploadServicePointsCSV.csv) in CSV format. To ensure that the service point details that you provide can be mapped to the appropriate fields in Large Account Sales Management, check that your CSV file includes columns with the same headings as the fields in the corresponding [fieldset](https://help.salesforce.com/s/articleView?id=platform.fields_about_field_sets.htm&type=5&language=en_US).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_note.png)

Note The CSV file of service points must have the **PremiseID** field filled.

Your CSV file should contain the following columns, at a minimum:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:16.666666666666664%">
              <col style="width:16.666666666666664%">
              <col style="width:16.666666666666664%">
              <col style="width:16.666666666666664%">
              <col style="width:16.666666666666664%">
              <col style="width:16.666666666666664%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69329e128">
                  <p style="margin-bottom:0;">Meter Type</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69329e134">
                  <p style="margin-bottom:0;">Status</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69329e140">
                  <p style="margin-bottom:0;">Market Identifier</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69329e146">
                  <p style="margin-bottom:0;">Premises</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69329e152">
                  <p style="margin-bottom:0;">Average Monthly</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69329e159">
                  <p style="margin-bottom:0;">Load Profile</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Meter Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d69329e128 ">
                  <p style="margin-bottom:0;">Standard Load Profile</p>
                </td>

                <td data-label="Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d69329e134 ">
                  <p style="margin-bottom:0;">Connected</p>
                </td>

                <td data-label="Market Identifier" class="slds-cell-wrap" style="vertical-align:top;" headers="d69329e140 ">
                  <p style="margin-bottom:0;">664043575</p>
                </td>

                <td data-label="Premises" class="slds-cell-wrap" style="vertical-align:top;" headers="d69329e146 ">
                  <p style="margin-bottom:0;">a3E5f000000x2noEAA</p>
                </td>

                <td data-label="Average Monthly" class="slds-cell-wrap" style="vertical-align:top;" headers="d69329e152 ">
                  <p style="margin-bottom:0;">100</p>
                </td>

                <td data-label="Load Profile" class="slds-cell-wrap" style="vertical-align:top;" headers="d69329e159 ">
                  <p style="margin-bottom:0;">Residential Low</p>
                </td>

              </tr>
            </tbody>
          </table>

If you want to include additional columns in your service point details files, you can add them as additional columns. When you upload the file, the fields are mapped based on the column heading.

1. On the **Opportunities** tab, click the opportunity name that you want to modify.
    
    The **Opportunity** record page is displayed.
2. Select the **Service Point** tab.
3. Click **Choose File**, and select the file that you want to upload.
4. Click **Import**.
    
    The service points are displayed in the table.
    
    ![Available service points](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/bulk_upload_service_points.png)
    
    If there are any erroneous entries in the file, those entries are discarded and an error message is displayed.

## Manually Upload Service Points for Energy & Utilities

If you only need to add a few service points to an opportunity, consider adding them manually instead of in a bulk upload.

Before You Begin

- Create a new or open existing opportunity for which you want to generate Quote.
- Prepare a list of service points that you want to add to the opportunity.

To create a service point:

1. Log in to your Large Account Sales Management org.
2. On the **Opportunities** tab, click the opportunity name that you want to modify.
3. Select the **Service Point** tab.
4. Click **Add Manually**.
5. Enter the required information and click **Save**.
    
    ![Add service points.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/add_service_point.png)
    
    The service point is displayed in the service point table.