1 <% include("/elements/header.html",'Batch Customer Import') %>
3 Import a CSV file containing customer records.
6 <FORM ACTION="process/cust_main-import.cgi" METHOD="post" ENCTYPE="multipart/form-data">
8 <% &ntable("#cccccc", 2) %>
10 <% include('/elements/tr-select-agent.html',
11 #'curr_value' => '', #$agentnum,
12 'label' => "<B>Agent</B>",
13 'empty_label' => 'Select agent',
18 <TH ALIGN="right">Format</TH>
20 <SELECT NAME="format">
21 <!-- <OPTION VALUE="simple">Simple -->
22 <OPTION VALUE="extended" SELECTED>Extended
28 <TH ALIGN="right">CSV filename</TH>
29 <TD><INPUT TYPE="file" NAME="csvfile"></TD>
31 % #include('/elements/tr-select-part_referral.html')
37 <TH>First package</TH>
39 <SELECT NAME="pkgpart"><OPTION VALUE="">(none)</OPTION>
40 % foreach my $part_pkg ( qsearch('part_pkg',{'disabled'=>'' }) ) {
42 <OPTION VALUE="<% $part_pkg->pkgpart %>"><% $part_pkg->pkg. ' - '. $part_pkg->comment %></OPTION>
50 <TR><TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px"><INPUT TYPE="submit" VALUE="Import CSV file"></TD></TR>
58 <!-- Simple file format is CSV, with the following field order: <i>cust_pkg.setup, dayphone, first, last, address1, address2, city, state, zip, comments</i>
61 Extended file format is CSV, with the following field order: <i>agent_custid, refnum<%$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<%$req%>, paycvv, paydate<%$req%>, invoicing_list, pkgpart, username, _password</i>
64 <%$req%> Required fields
71 <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.
73 <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
74 of an integer, the string is searched for and if necessary auto-created in the
75 advertising source table.
77 <li><i>payinfo</i>: Credit card number, or leave this, <i>paycvv</i> and <i>paydate</i> blank for email/paper invoicing.
79 <li><i>paycvv</i>: CVV2 number (three digits on the back of the credit card)
81 <li><i>paydate</i>: Credit card expiration date.
83 <li><i>invoicing_list</i>: Email address for invoices, or POST for postal invoices.
85 <li><i>pkgpart</i>: Package definition. Configuration -> Provisioning, services and packages -> View/Edit package definitions
87 <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified.
92 <% include('/elements/footer.html') %>
95 my $req = qq!<font color="#ff0000">*</font>!;