Update accounts with a spreadsheet
Make multiple updates to accounts with the update accounts setup spreadsheet.
Update spreadsheets save time and allow you to update multiple items at once.
- Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
- Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.
Formatting rules
- All information should be entered as text or dates.
- You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
- Do not remove columns.
Download the update spreadsheet
On the Create menu, click Setup Spreadsheets.
- From the Setup Spreadsheets Log, click Download.
- Under Update Spreadsheets, choose Accounts.
- Set the filters as needed to limit the data in the spreadsheet.
- Download the spreadsheet.
- Name format is yyyymmdd-UPDATE_Accounts.xlsx.
- Add your information and save.
- Use Import to upload your spreadsheet.
- The Setup Spreadsheets Log reports the results and any errors. You can download the kickout (errors) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.
|
Column |
Rules |
| Account Number Update | Enter the new account number. |
| Last Account Number Update | Copy the old account number here to keep a copy in history. This field is searchable. |
| Last Account Number Changed Update | Enter the date when the account number changed. |
| Account Name Update |
Update the account name as needed. The account name can be the same or different as the account number. The name does not need to be unique but keeping names unique makes searching and reporting much clearer. |
| Service Begin Date Update | |
| Service End Date Update | |
|
Account is Active Update |
Choose from the drop-down to change the account status. |
|
Service Address Street 1 Update |
|
|
Service Address Street 2 Update |
|
| Service Address Street 3 Update | |
| Service Address City Update | |
| Service Address State/Province/Region | |
|
Service Address Postal Code Update |
Enter updated postal code. |
|
Service Address Country Update |
Choose new country from the drop-down. |
| Phone Number Update | |
| Email Update | |
| Remit Address Street 1 Update | |
| Remit Address Street 2 Update | |
| Remit Address Street 3 Update | |
| Remit Address City Update | |
| Remit Address State/Province/Region Update | |
| Remit Address Postal Code Update | |
| Remit Address Country Update | |
|
Cost Center Code Update |
Choose a new cost center from the drop-down. |
|
Account General Ledger Update |
Choose from the drop-down. |
| Account Description Update | Add a description for this account. |
| Include Account in Bill Accruals Update | |
| Account Memo Update | |
| Deposit Memo Update | |
| Deposit Paid Update | |
| Deposit Returned Update | |
| Deposit Note Update |
Allowed characters for codes
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