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Customer CSV file format

The following shows an example of a simple customer CSV file consisting of a comma-delimited list of customer parameters:

acct_level,rate.plan,account_id,description,accounting_day
0,default,12345,Customer 1,2
0,default,21435,Customer 2,5
1,default,24135,Customer 3,4
0,default,34125,Customer 4,1

The first line of the CSV file is a header row that defines the format of the subsequent rows. The following table describes the header row’s parameters and their alternate short names, where applicable, that you can use instead of typing out the entire field descriptor (as shown in the example). For full field names, you can also use dots ( . ) instead of underscores ( _ ) in the names. Lines beginning with ‘#’ are treated as comments and ignored by the importer.

Field Name

Short Name

Description

Required

account_level

acct_level

Account Level

No

rate_plan

rate.plan

Rate Plan Name. This name must exist in the system prior to import.

No

account_id

 

Account

Yes

alt_account_id

 

Alternate Account

No

description

 

Description

Yes

flag1

 

Single character general-purpose flag

No

flag2

 

Single character general-purpose flag

No

flag3

 

Single character general-purpose flag

No

flag4

 

Single character general-purpose flag

No

flag5

 

Single character general-purpose flag

No

accounting_day

 

Accounting Day 1-31

Yes

contact_name

 

Contact Name

No

email_address

email

email address

No

postal_address1

address1

postal address, line 1

No

postal_address2

address2

postal address, line 2

No

postal_address3

address3

postal address, line 3

No

postal_address4

address4

postal address, line 4

No

postal_address5

address5

postal address, line 5

No

The short name is an alternate encoding for the field name (in the header row) and can be used in lieu of typing out the entire field descriptor.

Sample CSV - no contact information

Below is a sample CSV file. Quotes are optional and are only required for fields that contain a comma in the field value.

acct_level,rate.plan,account_id,alt_account_id,description,flag1,flag2,flag3,flag4,flag5,accounting_day
0,"default","12345",,"Cust 1",A,B,C,D,E,2
0,"default","21435",,"Cust 2",,,,,,5
1,"Customer 1","24135","alt12345","Cust 3",,,,,,
0,"default","34125",,"Cust 4",A,B,C,D,E,1

Sample CSV - contacts

The CSV file can include contact information for customers. Up to one email address and one postal address can be specified. More complex contact information, including adding more than one contact, can be entered in Cloud Cruiser.

acct_level,rate.plan,account_id,alt_account_id,description,flag1,flag2,flag3,flag4,flag5,accounting_day,contact_name,email,address1,address2,address3,address4,address5,fiscal_start_month
0,"default","12345",,"Cust 2",A,B,C,D,E,2,joey,customer2@mycompany.com,,,,,,1
0,"default","21435",,"Cust 2",,,,,,5,"johnny contact",,123 Main St,"Anytown,CA",,,,1
1,"Customer 1","24135","alt12345","Cust 3 Description",,,,,,,,,,,,,,1
0,"default","34125",,"Cust 4 Description",A,B,C,D,E,1,,,,,,,,1
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