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. |
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 |
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