Bulk Customer Updates Interface

The bulk customer update interface is used to update the details of (potentially) a large number of customers.  It will update the billing cycle, treatment type, payment method or credit control status of all account numbers provided in the interface.

Save a csv file in the correct format in your "Interfaces\Bulk Customer Update Import" folder.

1. If the file is successfully processed it is placed in "Interfaces\Bulk Customer Update Import\Archive".
2. If it is not able to be processed it is placed in the "Interfaces\Bulk Customer Update Import\Error" folder with an error file explaining why.

This interface can be manually run at any time from the Scheduled Tasks screen.

Format

The file must be a CSV file with the following columns :

• Account_number (mandatory)
  The  account number must be a valid account number in Utilmate. If an account cannot be found, the file will error with an error message explaining the account cannot be found.
• bill_cycle_code
  Must be a valid bill cycle code in Utilmate.
• treat_type_code
  Must be a valid treatment type code in Utilmate.
• pay_method_code 
  Must be a valid payment method code in Utilmate
• credit_status_code
  Must be a valid credit control status in Utilmate
• inv_message
  Optional