Update custom fields accounts with a 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

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, choose Custom Fields: Accounts.
  3. Set the filters as needed to limit the amount of data in the spreadsheet.
  4. Download the spreadsheet.
  5. Name format is yyyymmdd-UPDATE_CustomFieldsAccounts.xlsx.
  6. Add your information and save.
  7. Use Import to upload your spreadsheets.
  8. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

The spreadsheet varies depending on the custom fields created.

The following columns are provided to identify each account:

  • AccountID
  • Account number
  • Account name
  • Vendor code

Each custom field is a column header.

example spreadsheet