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.
• field_to_update (mandatory) - the field you wish to update within Utilmate.
  The current list of available fields are:
  • Billing cycle
  • Credit status
  • Payment method
  • Invoice message
  • Move out
  • Move in Date (This does not move in the customer, only updates the existing move in date)
  • Price plan
  • Offering
  • Post Transaction
• new_field_value (mandatory) - the new value of the field you wish to update
• new_value_date - the date you wish the change to take effect (is required for Move Out and Move In, is recommended for Price Plan and Offering, otherwise does not apply)
• site_identifier - the site identifier for the account you wish to update (is required for Move Out and Move In, Price Plan and Offering, otherwise does not apply)
• new_value_parameter - currently not in use, but reserved for future changes.