path: root/httemplate/misc/cust_pkg-import.html

<& /elements/header.html, 'Customer package import' &>

Import a file containing customer packages.
<BR><BR>

<& /elements/form-file_upload.html,
     'name'      => 'PackageImportForm',
     'action'    => 'process/cust_pkg-import.html',
     'num_files' => 1,
     'fields'    => [ 'agentnum', 'pkgbatch', 'format' ],
     'message'   => 'Customer package import successful',
     'url'       => $p."search/cust_pkg.cgi?pkgbatch=$pkgbatch",
     'onsubmit'  => "document.PackageImportForm.submitButton.disabled=true;"
&>

<% &ntable("#cccccc", 2) %>

  <& /elements/tr-select-agent.html,
       #'curr_value' => '', #$agentnum,
       'label'       => "<B>Agent</B>",
       'empty_label' => 'Select agent',
  &>

  <INPUT TYPE="hidden" NAME="pkgbatch" VALUE="<% $pkgbatch %>"%>

  <TR>
    <TH ALIGN="right">Format</TH>
    <TD>
      <SELECT NAME="format">
        <OPTION VALUE="default" SELECTED>Default
        <OPTION VALUE="default-agent_custid">Default with agent_custid
        <OPTION VALUE="default-locationnum">Default with existing location
        <OPTION VALUE="all_dates">All dates
        <OPTION VALUE="all_dates-agent_custid">All dates with agent_custid
        <OPTION VALUE="all_dates-locationnum">All dates with existing location
        <OPTION VALUE="svc_acct">Account service
        <OPTION VALUE="svc_acct-agent_custid">Account service with agent_custid
        <OPTION VALUE="svc_acct-locationnum">Account service with existing location
        <OPTION VALUE="svc_phone">Phone service
        <OPTION VALUE="svc_phone-agent_custid">Phone service with agent_custid
        <OPTION VALUE="svc_phone-locationnum">Phone service with existing location
        <OPTION VALUE="bulk_svc_phone">Bulk phone service
        <OPTION VALUE="bulk_svc_phone-agent_custid">Bulk phone service with agent_custid
        <OPTION VALUE="bulk_svc_phone-locationnum">Bulk phone service with existing location
        <OPTION VALUE="svc_external">External service
        <OPTION VALUE="svc_external-agent_custid">External service with agent_custid
        <OPTION VALUE="svc_external-locationnum">External service with existing location
        <OPTION VALUE="location">Location
        <OPTION VALUE="location-agent_custid">Location with agent_custid
        <OPTION VALUE="location-agent_custid-agent_pkgid">Location with agent_custid and agent_pkgid
        <OPTION VALUE="location-quan_price-svc_phone">Location, quantity and price customizations with phone service
        <OPTION VALUE="location-quan_price-svc_phone-agent_custid">Location, quantity and price customizations with phone service and agent_custid
        <OPTION VALUE="location-quan_price-svc_phone-agent_custid-agent_pkgid">Location, quantity and price customizations with phone service and agent_custid and agent_pkgid
      </SELECT>
    </TD>
  </TR>

  <& /elements/file-upload.html,
       'field' => 'file',
       'label' => 'Filename',
  &>

  <TR>
    <TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
      <INPUT TYPE    = "submit"
             NAME    = "submitButton"
             ID      = "submitButton"
             VALUE   = "Import file"
      >
    </TD>
  </TR>

</TABLE>

</FORM>

<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>Default</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i>
<BR><BR>

<b>Default with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i>
<BR><BR>

<b>Default with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i>
<BR><BR>

<b>All dates</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate</i>
<BR><BR>

<b>All dates with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate</i>
<BR><BR>

<b>All dates with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate</i>
<BR><BR>

<b>Account service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i>
<BR><BR>

<b>Account service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i>
<BR><BR>

<b>Account service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i>
<BR><BR>

<b>Phone service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i>
<BR><BR>

<b>Phone service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i>
<BR><BR>

<b>Phone service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i>
<BR><BR>

<b>Bulk phone service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin</i>
<BR><BR>

<b>Bulk phone service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin</i>
<BR><BR>

<b>Bulk phone service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin</i>
<BR><BR>

<b>External service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
<BR><BR>

<b>External service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
<BR><BR>

<b>External service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
<BR><BR>

<b>Location</b> format has the following field order: <i>custnum<%$req%>,
pkgpart<%$req%>, discountnum,
start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>
</i>
<BR><BR>

<b>Location with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>,
pkgpart<%$req%>, discountnum,
start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>
</i>
<BR><BR>

<b>Location with agent_custid and agent_pkgid</b> format has the following field order: <i>agent_custid<%$req%>, agent_pkgid,
pkgpart<%$req%>, discountnum,
start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>
</i>
<BR><BR>

<b>Location, quantity and price customizations with phone service</b> format has the following field order: <i>custnum<%$req%>,
pkgpart<%$req%>, discountnum,
start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>,
quantity, setup_fee, recur_fee, invoice_details,
countrycode, phonenum, sip_password, pin
</i>
<BR><BR>

<b>Location, quantity and price customizations with phone service and agent_custid</b> format has the following field order: <i>agent_custid<%$req%>,
pkgpart<%$req%>, discountnum,
start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>,
quantity, setup_fee, recur_fee, invoice_details,
countrycode, phonenum, sip_password, pin
</i>
<BR><BR>

<b>Location, quantity and price customizations with phone service and agent_custid and agent_pkgid</b> format has the following field order: <i>agent_custid<%$req%>, agent_pkgid,
pkgpart<%$req%>, discountnum,
start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>,
quantity, setup_fee, recur_fee, invoice_details,
countrycode, phonenum, sip_password, pin
</i>
<BR><BR>

<%$req%> Required fields (for address fields, required if an address is specified)
<BR><BR>

Field information:

<ul>

  <li><i>custnum</i>: This specifies an existing customer by custnum.

  <li><i>agent_custid</i>: This specifies an existing customer record by agent_custid.

  <li><i>agent_pkgid</i>: This specifies an existing customer record by agent_custid.

  <li><i>pkgpart</i>: Package definition.  Configuration -&gt; Packages -&gt; Package definitions

  <li><i>discountnum</i>: Optional discount.  Configuration -&gt; Packages -&gt; Discounts

  <li><i>start_date</i>: Indicates a future start date; do not fill in for active packages

  <li><i>setup</i>: Indicates setup fee has been charged and package setup on this date

  <li><i>bill</i>: Next bill date

  <li><i>last_bill</i>: Last bill date

  <li><i>susp</i>: Indicates the package is suspended (on the given date).

  <li><i>adjourn</i>: Indicates a future suspension on this date.

  <li><i>cancel</i>: Indicates the package is cancelled (on the given date).

  <li><i>expire</i>: Indicates a future cancellation on this date.

  <li><i>quantity</i>

  <li><i>setup_fee</i>: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing

  <li><i>recur_fee</i>: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing

  <li><i>invoice_details</i>: Package invoice details (optionally, can include multiple lines of details separated by a vertical bar)

<!--
  <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats)
-->

  <li><i>domsvc</i>: Domain svcnum

  <li><i>id</i>: External service id, integer

  <li><i>title</i>: External service identifier, text

  <li><i>locationnum</i>: Existing location (cust_location.locationnum)

  <li><i>address1</i>: Service address, number and street, text

  <li><i>address2</i>: Service address, suite/unit/building identifier, text

  <li><i>city</i>: Service address, name of city, text

  <li><i>state</i>: Service address, state/province, abbreviated

  <li><i>zip</i>: Service address, postal code

  <li><i>country</i>: Service address, country, 2-letter code

</ul>

<BR>

<& /elements/footer.html &>

<%once>

my $req = qq!<font color="#ff0000">*</font>!;

</%once>
<%init>

die "access denied"
  unless $FS::CurrentUser::CurrentUser->access_right('Import');

my $pkgbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time);

</%init>