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<% include("/elements/header.html",'Batch Customer Import') %>
Import a file containing customer records.
<BR><BR>
<% include( '/elements/form-file_upload.html',
'name' => 'CustomerImportForm',
'action' => 'process/cust_main-import.cgi',
'num_files' => 1,
'fields' => [ 'agentnum', 'custbatch', 'format' ],
'message' => 'Customer import successful',
'url' => $p."search/cust_main.html?custbatch=$custbatch",
)
%>
<% &ntable("#cccccc", 2) %>
<% include( '/elements/tr-select-agent.html',
#'curr_value' => '', #$agentnum,
'label' => "<B>Agent</B>",
'empty_label' => 'Select agent',
)
%>
<INPUT TYPE="hidden" NAME="custbatch" VALUE="<% $custbatch %>"%>
<TR>
<TH ALIGN="right">Format</TH>
<TD>
<SELECT NAME="format">
<!-- <OPTION VALUE="simple">Simple -->
<OPTION VALUE="extended" SELECTED>Extended
<OPTION VALUE="extended-plus_company">Extended plus company
<OPTION VALUE="svc_external">External service
<OPTION VALUE="svc_external_svc_phone">External service and phone service
</SELECT>
</TD>
</TR>
<% include( '/elements/file-upload.html',
'field' => 'file',
'label' => 'Filename',
)
%>
% #include('/elements/tr-select-part_referral.html')
%
<!--
<TR>
<TH>First package</TH>
<TD>
This needs to be agent-virtualized if it gets used!
<SELECT NAME="pkgpart"><OPTION VALUE="">(none)</OPTION>
% foreach my $part_pkg ( qsearch('part_pkg',{'disabled'=>'' }) ) {
<OPTION VALUE="<% $part_pkg->pkgpart %>"><% $part_pkg->pkg_comment %></OPTION>
% }
</SELECT>
</TD>
</TR>
-->
<TR>
<TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
<INPUT TYPE = "submit"
ID = "submit"
VALUE = "Import file"
onClick = "document.CustomerImportForm.submit.disabled=true;"
>
</TD>
</TR>
</TABLE>
</FORM>
<BR>
<!-- Simple file format is CSV, with the following field order: <i>cust_pkg.setup, dayphone, first, last, address1, address2, city, state, zip, comments</i>
<BR><BR> -->
Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. The file should have a .CSV or .XLS extension.
<BR><BR>
<b>Extended</b> format has the following field order: <i>agent_custid, refnum<%$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, paycvv, paydate, invoicing_list, pkgpart, username, _password</i>
<BR><BR>
<b>Extended plus company</b> format has the following field order: <i>agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, company, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password</i>
<BR><BR>
<b>External service</b> format has the following field order: <i>agent_custid, refnum<%$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, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, id, title</i>
<BR><BR>
<b>External service and phone service</b> format has the following field order: <i>agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, company, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, id, title, countrycode, phonenum, sip_password, pin</i>
<BR><BR>
<%$req%> Required fields
<BR><BR>
Field information:
<ul>
<li><i>agent_custid</i>: 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.
<li><i>refnum</i>: 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.
<li><i>payinfo</i>: Credit card number, or leave this, <i>paycvv</i> and <i>paydate</i> blank for email/paper invoicing.
<li><i>paycvv</i>: CVV2 number (three digits on the back of the credit card)
<li><i>paydate</i>: Credit card expiration date, MM/YYYY or MM/YY (M/YY and M/YYYY are also accepted).
<li><i>invoicing_list</i>: Email address for invoices, or POST for postal invoices.
<li><i>pkgpart</i>: Package definition. Configuration -> Provisioning, services and packages -> View/Edit package definitions
<li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats)
<li><i>id</i>: External service id, integer
<li><i>title</i>: External service identifier, text
</ul>
<BR>
<% include('/elements/footer.html') %>
<%once>
my $req = qq!<font color="#ff0000">*</font>!;
</%once>
<%init>
die "access denied"
unless $FS::CurrentUser::CurrentUser->access_right('Import');
my $custbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time);
</%init>
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