Submit Results-Based Financing Connections

Submit Results-Based Financing Connections

Setting up a data integration

Odyssey enables you to integrate operating data by API in the data integrations section of Odyssey. This data can be used to complete remote verification on connections for financing programs.  For connection remote verification, Odyssey automatically checks your meter and payment data integrated with Odyssey to verify that your connections have been supplied electricity and meet program requirements. 
If you are participating in a financing program, please integrate your data as soon as your site is commissioned so your data will be available when you are ready to complete remote verification. 

  1. Navigate to the Analytics > data integration page
  2. Select Create to set up an API Data Integration
  3. Complete the API Data Integrations modal
    1. Dataset Name - enter an identifying name for your integration dataset
    2. Project - select the project you are integrating data for from the dropdown list. Note: you will need to set up an integration for each project. 
    3. Data Provider - choose the name of your metering provider
    4. Historical Data - if your site was commissioned before you completed your integration, select Integrate Historical Data
      1. Historical Data Start Date - Enter the date the site was commissioned
      2. Historical Data End Date - Enter today's date
  4. Select Save

Complete the connections template

Once your Site-specific application for your project has been Approved and you've built the mini-grid, you will submit proofs of customer connection for grant disbursement. 
  1. Navigate to the Connections section of the Approved project
  2. Select the Download Template button.
    1. Note: if you have already uploaded connections and would like to either edit those connections or add additional connections, select the Download Connections button which will provide you with a pre-filled template.
  3. Provide proof of each customer connection in the connections template by following the Instructions tab of the Excel spreadsheet.
  4. Save your completed connections template.

Upload your Connections template

When you have completed your Excel template:
  1. Navigate to the Connections section of the Approved project
  2. Select the Import/Update Connections button to upload your completed file.
    1. Your connections might take a few minutes to load in the table below. 
  3. You can make edits to the data you have uploaded by clicking into a cell in the table or by updating the Excel template and uploading it again. 

Complete Remote Verification

Remote verification ensures that your connection meet the program requirements. Follow the instructions below to complete remote verification once you have set up your data integration and uploaded your connections.
  1. Navigate to the Connections section of the Approved project
  2. Select the Verify button
  3. Select Verify All (Filtered) Connections to verify all connections
    1. Note: you can also verify individual connections by selecting the checkboxes next to the connections you would like to verify.
  4. View the verification status of each connections in the Verify column.
  5. See a description of each status below:

  1. Verification in progress
    The request to verify the connection has been sent. 

  2. Payment not found
     A payment document could not be found for the meter ID of the connection 

  3. Meter Reading not found
    No consumption was found for the External ID of the connection.

  4. Data out of date range
     At least one document was found, but not within the date range.

  5. Didn’t meet requirements
    At least one document was found in the date range, but it doesn’t meet the requirements.

  6. Error during verification
    An unexpected error occurred.

  7. Verified
    Verification was successful


Submit your Connections

Once you have completed remote verification of all of connections you would like to submit:
  1. Navigate to the Connections section of the Approved project
  2. Select Submit All (Filtered) Connections
    1. Note: you can also submit individual connections by selecting the checkboxes next to the connections you would like to submit.
Please note that once you submit connections, your meter data for that project will be visible to the program administrator. 

View the Status for all connections at the top of the page

You can view a summary of the status of all connections in the summary boxes at the top of the Connections module. Below is an explanation of each status. See the status of each connection in your project by viewing the connections table. 
If the Connections Submitted number is less than you expected, verify that the connection has all the data required by viewing the  Submittable column.

Not Submitted

Connections are uploaded to Odyssey but not submitted. 

Submitted Connections

investor has received the connections.

Approved Connections

Investor has approved the connection
Investor has given the connection a tier, assigned a payout, and paid for the connection.

Rejected Connections

The investor received the connection and there was a reason the connection was refused. You can rectify the connection (ex: adding missing information) and submit again if appropriate. Please check the Messages section of your project for more information from the program administrator.