<% include("/elements/header.html",'Batch Customer Import') %> Import a CSV file containing customer records.

<% &ntable("#cccccc", 2) %> <% include('/elements/tr-select-agent.html', #'curr_value' => '', #$agentnum, 'label' => "Agent", 'empty_label' => 'Select agent', ) %> Format Extended Extended plus company CSV filename % #include('/elements/tr-select-part_referral.html') %

Extended file format is CSV, with the following field order: agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo<%$req%>, paycvv, paydate<%$req%>, invoicing_list, pkgpart, username, _password

Extended plus company file format is CSV, with the following field order: agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, company, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo<%$req%>, paycvv, paydate<%$req%>, invoicing_list, pkgpart, username, _password

<%$req%> Required fields

Field information:

• agent_custid: This is the reseller's idea of the customer number or identifier. It may be left blank. If specified, it must be unique per-agent.
• refnum: Advertising source number - where a customer heard about your service. Configuration -> Miscellaneous -> View/Edit advertising sources. This field has special treatment upon import: If a string is passed instead of an integer, the string is searched for and if necessary auto-created in the advertising source table.
• payinfo: Credit card number, or leave this, paycvv and paydate blank for email/paper invoicing.
• paycvv: CVV2 number (three digits on the back of the credit card)
• paydate: Credit card expiration date, MM/YYYY or MM/YY (M/YY and M/YYYY are also accepted).
• invoicing_list: Email address for invoices, or POST for postal invoices.
• pkgpart: Package definition. Configuration -> Provisioning, services and packages -> View/Edit package definitions
• username and _password are required if pkgpart is specified.

<% include('/elements/footer.html') %> <%once> my $req = qq!*!; <%init> die "access denied" unless $FS::CurrentUser::CurrentUser->access_right('Import');