<% include("/elements/header.html",'Batch Customer Import') %>
-<FORM ACTION="process/cust_main-import.cgi" METHOD="post" ENCTYPE="multipart/form-data">
-
Import a CSV file containing customer records.
<BR><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> -->
-
-Extended file format is CSV, with the following field order: <i>agent_custid, refnum[1], last, first, address1, address2, city, state, zip, 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>
-
-[1] 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
-target table.
-<BR><BR>
+<FORM ACTION="process/cust_main-import.cgi" METHOD="post" ENCTYPE="multipart/form-data">
-<% &ntable("#cccccc") %>
+<% &ntable("#cccccc", 2) %>
-<% include('/elements/tr-select-agent.html', '', #$agentnum,
+<% include('/elements/tr-select-agent.html',
+ #'curr_value' => '', #$agentnum,
'label' => "<B>Agent</B>",
'empty_label' => 'Select agent',
)
<SELECT NAME="format">
<!-- <OPTION VALUE="simple">Simple -->
<OPTION VALUE="extended" SELECTED>Extended
+ <OPTION VALUE="extended-plus_company">Extended plus company
</SELECT>
</TD>
</TR>
<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 $part_pkg ( qsearch('part_pkg',{'disabled'=>'' }) ) {
</TR>
-->
+<TR><TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px"><INPUT TYPE="submit" VALUE="Import CSV file"></TD></TR>
+
</TABLE>
-<BR><BR>
-<INPUT TYPE="submit" VALUE="Import">
</FORM>
+<BR>
+
+<!-- Simple file format is CSV, with the following field order: <i>cust_pkg.setup, dayphone, first, last, address1, address2, city, state, zip, comments</i>
+<BR><BR> -->
+
+<b>Extended</b> file format is CSV, with the following field order: <i>agent_custid, refnum<%$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>
+<BR><BR>
+
+<b>Extended plus company</b> file format is CSV, with the following field order: <i>agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, company, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo<%$req%>, paycvv, paydate<%$req%>, invoicing_list, pkgpart, username, _password</i>
+<BR><BR>
+
+<%$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.
+</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');
+
+</%init>