UB Bill To Import

Updated on Dec 03, 2021

Summary

The Bill To Import process is used to help clients meet California SB-998 requirements regarding shut-off notices. According to the bill, if the customer’s address is not the address of the property to which residential service is provided, the notice also shall be sent to the address of the property to which residential service is provided, addressed to “Occupant.” The import tool uses a user-created .csv file to efficiently add bill to customer accounts to existing UB accounts. This customer account/UB account situation is most commonly encountered when the bill to is not the same as the account owner, such as in a tenant/landlord situation.

Note: This import process creates a new Springbrook Customer Number for every customer included in the file. There is no duplicate customer validation. If a customer included in the file is already associated with a Springbrook Customer Number, that customer will be associated with an additional Springbrook Customer Number after importing.

Step by Step

1 Open the Import Bill To window (UB> Utilities> Import Bill To).

2 Import the bill to customer file.

The Statement field is used to select the billing or past due statement that will be associated with the new bill to record on the UB account.
The Select File button is used to browse for the import file. You can also drag the import file and drop it in the area to the right of the button.
- Each line item in the imported file will create a new row on the Bill To sub-tab of the People tab of the UB Account Maintenance window. This new row will include the customer details in the import file and will be associated with a new Springbrook Customer Number.
- The import file must include the UB Account Number, Customer Last Name, and Customer Address, City, State, and ZIP Code. The First Name, Description, and Address 2 fields are optional.
- Click VIEW LAYOUT/FORMAT to view the expected format of the import file.
Click the Submit button to import the file.
After successfully importing the bill to customer file, a message will provide information about which customer numbers were created.