Update customers 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, select Download Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, select Customers.
  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_Customers.xlsx.
  6. Add your information and save.
  7. Use Import to upload your spreadsheet.
  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.
Available update columns are listed below.

Column

Rules

Customer Code Update

Enter a new code for the customer. This code must be unique and the update fails if a duplicate is found.

Customer Name Update

Enter an updated customer name.

Customer Address Street 1 Update

Enter an updated address.

Customer Address Street 2 Update

Enter an updated address.

Customer Address Postal Code Update

Enter an updated postal code.

Country Update

Select from the drop-down.