Upload and capture fixed-volumes Buy and Sell deals

What is this about?

This article explains how to capture buy and sell deals in the platform and what happens to that data once it's in. There are two ways to capture deals in the Granular Energy platform:

  • Pulling the deal data from your existing ETRM tool
  • Entering data directly in Granular Energy as single source of truth for EAC deals

Option 1: Ingesting deals from existing ETRM systems

If your team already manages trades in an external ETRM (such as Openlink Endur, Allegro, SAP, Previse Coral, Kisters etc.) or spreadsheet-based system, Granular Energy can ingest deal data via API or SFTP for automated daily updates. This avoids duplication and keeps the platform in sync with your existing source of record.

To discuss setting up a deal data feed or bulk import from your current systems, reach out to your Granular Energy contact. We will work with you to map your existing data structure to the platform's deal schema.

Option 2: Capturing deals directly in the Platform

Here is a step by step description of our native deal capture:

Step 1: New deal entry form

Navigate to the Deals section in the platform and click New Deal to open the deal entry form.

Step 2: Enter the deal details

Select whether this is a buy or sell deal, and enter the counterparty name. You can also add a deal reference (e.g. your internal trade ID or broker confirmation number) to keep your records aligned with your existing systems. Fill in the execution date, the date the trade was signed or agreed.

Step 3 — Describe the Deliverable quality

Add the requirements for this deal. You can add as many as you need, or leave empty fields if the deal is for “Any GO”. The field options are:

  • Certificate type: for example GO, REGO, REC, iREC, TIGR, NFC, LGC, ZEC etc.
  • Certificate label: such as EKOenergy, TÜV Süd, naturemade
  • Earliest COD: enter the date earliest commercial operation date for the certificate, mostly for deals that have an RE100 or additionality requirement.
  • Generation country: United Kingdom, Germany, France, United States, Italy etc. You can multi-select.
  • Generation geography: select from pre-existing grouped geographies such as AIB, AIB Grid Connected, Europe, EU Single Market, Interconnected European Grid.
  • Generation region: free text entry.
  • Subsidy regime: subsidised or unsubsidised asset.
  • Technology: wind, solar, hydro etc. Select individual technologies or a combination of several.

Step 4 — Define delivery tranches

Each deal can have one or multiple tranches. For each tranche, specify:

  • Latest delivery date: the date by which the certificates are expected to be transferred
  • Volume schedule: contracted volume (in MWh) over a generation period
    • Repeat the volume schedule action if needed
  • Contracted price per MWh and selection of curreny

Splitting a deal into tranches is useful when a contract is delivered in phases across different months or vintages.


Step 5 — Save the deal

Once all fields are complete, save the deal. It will immediately appear in your Deals view, as well as updating the full portfolio, updating your open buy and sell positions across dashboards and views. At the moment it is not possible to edit an existing deal in the UI.

What happens after a deal is captured

Once a deal is logged in the platform, either directly or via a data flow, you can explore all deals. Each deal captures the relevant information needed for further workstreams:

  • Quality (technology, country etc.)
  • Latest delivery date
  • Quantity
  • Price
  • Status (open, delivered, overdue)
  • Counterparty
  • Generation period
  • If you have any additional metadata that you want to capture we can add custom fields

The platform uses this data through the entire EAC workflow:

  • Position monitoring: the new deal entry immediately updates your long/short position across relevant technology, geography, and vintage buckets.
  • Delivery tracking: each tranche has a delivery date; the platform helps you monitors whether contracted volumes have been delivered on time.
  • Reconciliation: when EAC inventory transfers in or out of your registry account, the platform matches incoming or outgoing transfers against the relevant deal tranches.
  • Allocation: the platform uses the contracted demand and attributes to drive the allocation of supply certificates to the right end customers.

Tips & things to know

  • Tranches are the unit of delivery: all reconciliation and delivery tracking happens at the tranche level, so entering them precisely will enable better tracking of counterparty delivery.
  • Certificate quality and details matter: the qualities you specify on a tranche (technology, geography, vintage, labels) determine which inventory certificates can be matched to it during reconciliation. Make sure they reflect what's in your contract.
  • Deal references: using your internal trade reference or broker ID on each deal makes it easy to cross-check against your back-office systems.
  • Full lifecycle support: the platform supports the complete deal lifecycle from capture through to final delivery confirmation and audit trail, for both buy (inbound reconciliation) and sell (outbound delivery management) deals.