Bulk Customer Updates Interface

The bulk customer update interface is used to update the details of 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.

File 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. Maximum character limit is 255.  If longer, your file will error.

move_out_date - must be specified when site_identifier is specified and must be a valid date

site_identifier - must be a valid Site Identifier in Utilmate which is ACTIVE for the Account Number, or ALL can be used.  When ALL is used, it implies that all ACTIVE accounts for the Account Number will be moved out