Customer activation file - available columns

Column	Mandatory	Description
account_name	Y	This is the name of the account responsible for paying invoices.  Can be an individual, a husband and wife or a company/business name.
account_number	N	If you would like to link the account to an existing account number (E.g. add a water account to an existing power account) populate the existing account number here.
sales_cust_number	N	If migrating data from a legacy system or have a separate sales system and want to keep a cross-reference to that account number, enter it here. Please note that if this matches an existing sales customer number in Utilmate, this will do a move in to the site for the existing customer; it will not create a new account.
customer_type_code	Y	Use RESIDENT, COMPANY, OCCUPIER or SUNDRY
customer_sub_type_code	Y	Use DEFAULT for all except ones with a RESIDENT type.  For these, use OWNER or TENANT. Use DEVELOPER to exclude the customer from move in fees. This can be used when loading a 'Holding' type account for multiple new sites for a new building. Please note that this customer sub type may not be configured. Contact Utilmate support to confirm.
account_manager	Y	If the customer has a dedicated account manager enter it here.
district_code	N	NZL, VIC, NSW, SA, QLD, WA, ACT, TAX, NT
bill_cycle_code	Y	MONTHLY, QUARTERLY or HOLD
promo_allowed	N	Y or N
payment_method_type	Y	CHEQUE, DIRECT or CRDCARD
dd_bank_account_name	N	Joe Bloggs
dd_bank_account_number	N	00-0000-000000-00 in NZ or 000000-000000 in AUS
dd_credit_card_name	N	Joe Bloggs
dd_credit_card_number	N	0000 0000 0000 0000 (or use a third party token).
dd_credit_card_expiry	N	00/00
invoice_delivery_class	Y	EMAIL or POST
bond_amount	N	Please enter the amount of the bond being held eg 150.
customer_notes	N
contact1_first_name	Y
contact1_last_name	Y
contact1_phone_std	N	The area code.  E.g 03, 06 etc (remember, excel often strips off leading zero's!)
contact1_phone_no	N	The landline phone number.
contact1_mobile_std	N
contact1_mobile_no	N	The mobile phone number (remember, excel often strips off leading zero's!)
contact1_date_of_birth	N	DD/MM/YYYY format
contact1_drivers_licence	N	Maximum 20 alphanumeric characters
contact1_drivers_expiry	N	DD/MM/YYYY format
contact1_abn_number	N
contact1_acn_number	N
contact1_email_address	N	Mandatory if the delivery preference is EMAIL.
post_addr_desc	N
post_addr_1	Y
post_addr_2	Y
post_addr_3	N
post_post_code	Y
product_type_code	Y	POWER, WATER, GAS, ISP or TELCO
site_status_code	Y	A = Active, D = De-energised
site_identifier	Y
network_node_code	Y	Must match a network node/ building code already in the system.
site_property_name	N
site_unit_type	N	See list values for list of valid unit types
site_unit_no	N
site_street_no	N
site_street_no_suffix	N
site_street_name	Y
site_street_type_code	Y	See list values for a list of valid street types
site_suburb	Y
site_post_code	Y
site_state	Y	NZL, VIC, NSW, SA, QLD, WA, ACT, TAX, NT
site_location_desc	N
metering_type	Y	TOU or DEEMED
site_classification_code	N	RES or BUS
price_plan_code	Y	Must match a price plan code already in the system.
offering_code	Y	STANDARD, or must match an offering code already in the system.
move_in_date	Y	DD/MM/YYYY format