Adding New Households

This guide covers how to add new households to the HouMeerOver system by creating batches and uploading CSV files with address data.

Creating a Batch and Uploading Data

Step 1: Create New Batch

1. Log into the HouMeerOver administration interface
2. Navigate to Batches in the main menu
3. Click Add Batch to create a new batch

Step 2: Configure Batch Details

Fill in the required information:

• Name: Choose a unique, descriptive name for your batch (max 30 characters)
• Municipality: This is automatically set to your municipality
• Is active: Keep this checked to enable the batch for processing

Naming Guidelines:

• Use descriptive names like "Q4_2024_EnergyGrant" or "Pilot_Neighborhood_A"
• Include dates or project phases for easy identification

CSV File Requirements

Before creating your batch, prepare a CSV file with household address data.

Your CSV file must include these columns with exact Dutch header names:

postcode,huisnummer,huisletter,toevoeging
1234AB,1,,
1234AB,2,A,
1234CD,15,,bis

Column Specifications:

• postcode: Dutch postal code (format: 1234AB - 4 digits followed by 2 letters)
• huisnummer: House number (integer, 1-99999)
• huisletter: House letter (optional, max 2 characters, can be empty)
• toevoeging: Addition to house number (optional, max 8 characters, can be empty)

CSV Format Guidelines

Required Format: - Include header row with exact Dutch column names - UTF-8 encoding recommended - Separator is automatically detected by the system

Valid Examples:

postcode,huisnummer,huisletter,toevoeging
1011AA,123,,
1011AA,123,A,
1011AA,123,,bis
1011AA,123,B,1

Invalid Examples:

# Wrong column names (English)
postal_code,house_number,house_letter,house_number_addition

# Wrong Dutch column names
postcode,nummer,letter,toevoegsel

# Missing required columns
postcode,huisnummer

Step 3: Upload CSV File and Save Batch

To save the batch, you must upload a CSV file with household data:

1. In the CSV section, click Choose File next to "CSV import of addresses"
2. Select your prepared CSV file
3. Click Save to create the batch and upload the file
4. The system will automatically begin processing your file

Note: You cannot save the batch without uploading a CSV file. The CSV upload and batch creation happen together in one step.

Automatic Processing

Once you upload the CSV file and save the batch, the system automatically:

1. Validates the file format and encoding
2. Imports address data and creates batch items
3. Generates login codes for residents
4. Prepares the batch for calculations

Upload Process

The upload and processing happens automatically in the background: 5. Monitor the upload progress - the system will validate each address

Upload Validation

The system performs validation checks on your uploaded data:

Address Validation:

• Postal code format (1234AB pattern)
• House number must be positive integer
• Addresses are assumed to be valid (provided by municipalities)

Data Quality Checks:

• All required columns present
• Valid data types for each field

Handling Upload Errors

If validation fails, you'll see error messages for basic format issues.

Resolution Steps:

1. Fix errors in your CSV file based on the error messages
2. Re-upload the corrected file

Batch Status After Upload

After successful upload, your batch status will progress through several stages:

• Not started → Importing (during upload)
• Importing → Imported (upload complete)
• Imported → Generating codes (creating login codes for residents)
• Generating codes → Ready for calculations

Managing Batch Items

Viewing Batch Items

1. Navigate to your batch in the admin interface
2. Scroll to the BatchItems section
3. View all addresses with their status and details

Batch Item Information

Each batch item shows:

• Address: Full postal code, house number, and addition
• Status: Processing status (imported, calculated, etc.)
• Login Code: Generated code for residents
• Calculation Results: Subsidy amount (when calculated)

Troubleshooting

Upload Issues

1. Check CSV format and column names match requirements exactly
2. Verify file encoding (use UTF-8)
3. Ensure file is not corrupted
4. Remove any duplicate addresses before uploading

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Next: Learn about Downloading Results to access your calculation data.