Rules for Creating, Updating and Changing Data

Each field in a Data Exchange file holds information that when imported does one of the following:

  • Creates new data
  • Updates existing data
  • Changes unique identifiers (IDs).

To accomplish these tasks, the system looks for certain IDs that act as keys that tell the system which accounts, locations, service points, meters and endpoints go with the data. That is why Account_ID, Location_ID, Service_Point_ID (when there is more than one service at a given location), Meter_ID and Endpoint_SN are required.

When creating and updating data in your system, you can:

  • Import all of your existing data, new data and revised data in one Data Exchange file
    • Remember the importer only updates fields containing data changes and that successive imports of the exact same data are ignored
  • Import one Data Exchange file that contains only new or revised data
  • Use multiple Data Exchange files to create or update any combination of data fields, for example, dedicate one Data Exchange file to update meters, another Data Exchange file to open and close accounts and a third Data Exchange file to adjust location information.

Each row of data in those Data Exchange files must include the IDs required to associate the data with the appropriate accounts, locations, service points, meters and endpoints.

Use the Data Exchange Rules table below to see which IDs are needed to create or update any given data field. See Updating IDs for detailed instructions on how to change or correct IDs.

Data Exchange Rules

Data Exchange Field
Column Name
IDs Required to CREATE IDs Required to UPDATE
Account Information
Account_ID Account_ID Account_ID
Account_First_Name Account_ID Account_ID
Account_Last_Name Account_ID Account_ID
Account_Full_Name Account_ID Account_ID
Account_Email Account_ID Account_ID
Account_Phone Account_ID Account_ID
Billing_Address_Line1 Account_ID Account_ID
Billing_Address_Line2 Account_ID Account_ID
Billing_Address_Line3 Account_ID Account_ID
Billing_City Account_ID Account_ID
Billing_State Account_ID Account_ID
Billing_Zip Account_ID Account_ID
Billing_Country Account_ID Account_ID
Person_ID Account_ID Account_ID
Account_Status Account_ID Account_ID
Data Exchange Field
Column Name
IDs Required to CREATE IDs Required to UPDATE
Location
Location_ID Location_ID Location_ID
Location_Name Location_ID Location_ID
Location_Address_Parity Location_ID Location_ID
Location_Address_Line1 Location_ID Location_ID
Location_Address_Line2 Location_ID Location_ID
Location_Address_Line3 Location_ID Location_ID
Location_City Location_ID Location_ID
Location_State Location_ID Location_ID
Location_Zip Location_ID Location_ID
Location_County_Name Location_ID Location_ID
Location_Country Location_ID Location_ID
Location_Latitude Location_ID Location_ID
Location_Longitude Location_ID Location_ID
Location_Building_Type Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Building_Number Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Site Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Funding Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Main_Use Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Water_Type Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Area Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Irrigated_Area Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Population Account_ID,
Location_ID
Account_ID,
Location_ID
Location_WFR Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Irrigation Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Year_Built Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Pool Account_ID,
Location_ID
Account_ID,
Location_ID
Location_Bathrooms Account_ID,
Location_ID
Account_ID,
Location_ID
Location_District Account_ID,
Location_ID
Account_ID,
Location_ID
Location_DHS_Code Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Jan Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Feb Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Mar Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Apr Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_May Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Jun Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Jul Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Aug Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Sep Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Oct Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Nov Account_ID,
Location_ID
Account_ID,
Location_ID
Location_ET_Dec Account_ID,
Location_ID
Account_ID,
Location_ID
Data Exchange Field
Column Name
IDs Required to CREATE IDs Required to UPDATE
Service_Point_ID Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Type Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Cycle Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Route Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Class_
Code
Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Class_
Code_Normalized
Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Latitude Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Longitude Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Service_Point_Timezone Location_ID,
Service_Point_ID
Location_ID,
Service_Point_ID
Data Exchange Field
Column Name
IDs Required to CREATE IDs Required to UPDATE
Meter_ID Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_SN Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_Manufacturer Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_Model Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_Size Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_Note Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_Continuous_Flow Account_ID,Location_ID,Meter_ID Account_ID,
Location_ID,
Meter_ID
Register_Number Meter_ID,Register_
Number,Register_
Resolution,Register_Unit_Of_Measure
Meter_ID,
Register_Number
Register_Unit_Of_
Measure
Meter_ID,
Register_Number,
Register_Resolution,
Register_Unit_Of_Measure
Meter_ID,
Register_Number
Register_Resolution Meter_ID,Register_
Number,
Register_Resolution,
Register_Unit_Of_Measure
Meter_ID,
Register_Number
Meter_Install_Date Meter_ID,
Register_Number,
Register_Resolution,
Register_Unit_Of_Measure,
Location_ID,
Service_Point_ID
Meter_ID,
Register_Number,
Location_ID,
Service_Point_ID
Meter_Install_Start_
Read
Meter_ID,
Register_Number,
Register_Resolution,
Register_Unit_Of_Measure,
Location_ID,
Service_Point_ID
Meter_ID,
Register_Number,
Location_ID,
Service_Point_ID
Meter_Removal_Date Meter_ID,
Register_Number,
Register_Resolution,
Register_Unit_Of_Measure,
Location_ID,
Service_Point_ID
Meter_ID,
Register_Number,
Location_ID,
Service_Point_ID
Meter_Removal_End_Read Meter_ID,
Register_Number,
Register_Resolution,
Register_Unit_Of_Measure,
Location_ID,
Service_Point_ID
Meter_ID,
Register_Number,
Location_ID,
Service_Point_ID
Data Exchange Field
Column Name
IDs Required to CREATE IDs Required to UPDATE
SA_Start_Date Account_ID,
Location_ID,
Service_Point_ID
Account_ID,
Location_ID,
Service_Point_ID
SA_End_Date Account_ID,
Location_ID,
Service_Point_ID
Account_ID,
Location_ID,
Service_Point_ID
Endpoint Configuration
Endpoint_SN Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_Type Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_Install_Date Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_Removal_Date Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Endpoint_SN,
Endpoint_Type,
Meter_ID,
Location_ID,
Account_ID,
Service_Point_ID,
Register_Number
Data Exchange Field
Column Name
IDs Required to CREATE IDs Required to UPDATE
Read_Sequence Meter_ID,
Register_Number
Meter_ID,
Register_Number
Alert_Code Meter_ID,
Register_Number
Meter_ID,
Register_Number
High_Read_Limit Meter_ID,
Register_Number
Meter_ID,
Register_Number
Low_Read_Limit Meter_ID,
Register_Number
Meter_ID,
Register_Number
Miscellaneous Information
Utility_Use_1 Account_ID Account_ID
Utility_Use_2 Account_ID Account_ID
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