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

<& /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", 'onsubmit' => "document.CustomerImportForm.submitButton.disabled=true;", &> <% &ntable("#cccccc", 2) %> <% include( '/elements/tr-select-agent.html', #'curr_value' => '', #$agentnum, 'label' => "Agent", 'empty_label' => 'Select agent', ) %> Format Extended Extended + options Extended plus company Extended plus company and options External service External service and phone service Birthdates and account, phone and hardware services National ID, plus account and phone services <% include( '/elements/file-upload.html', 'field' => 'file', 'label' => 'Filename', ) %> % #include('/elements/tr-select-part_referral.html') %
Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. The file should have a .CSV or .XLS extension.

Extended format has 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, paycvv, paydate, invoicing_list, pkgpart, username, _password

Extended plus options format has 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, paycvv, paydate, invoicing_list, pkgpart, username, _password, options

Extended plus company format has 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, paycvv, paydate, invoicing_list, pkgpart, username, _password

Extended plus company and options format has 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, paycvv, paydate, invoicing_list, pkgpart, username, _password, options

External service format has 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, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, id, title

External service and phone service format has 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, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, id, title, countrycode, phonenum, sip_password, pin

Birthdates and account, phone and hardware services format has 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, birthdate, spouse_birthdate, payinfo, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, username, _password, countrycode, phonenum, sip_password, pin, typenum, ip_addr, hw_addr, serial

National ID, plus account and phone services format has 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, national_id, payinfo, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, username, _password, slipip, countrycode, phonenum, sip_password, pin

<%$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. You may optionally prepend an 'A' or 'D' to the credit card number for automatic or on demand of customer billing respectively
• 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 -> Packages -> Package definitions
• username and _password are required if pkgpart is specified. (Extended and Extended plus company formats)
• slipip: IP address
• id: External service id, integer
• title: External service identifier, text
• options: text containing one or more of
  • taxexempt: this customer does not pay taxes
  • postalinvoice: ensure this customer receives a postal invoice

<% include('/elements/footer.html') %> <%once> my $req = qq!*!; <%init> die "access denied" unless $FS::CurrentUser::CurrentUser->access_right('Import'); my $custbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time);