X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;ds=sidebyside;f=httemplate%2Fmisc%2Fcust_main-import.cgi;h=8e170c3c6e25096128512a6dba411220fd5285d5;hb=ec5603ae351d4ed8e4873dcd20bf71f8a4d549bb;hp=2ad4d95b4112c99cf9147979c0e1284879b31224;hpb=04cbf1d986eabf7fdcc22ff95b95da17e5f4bf63;p=freeside.git
diff --git a/httemplate/misc/cust_main-import.cgi b/httemplate/misc/cust_main-import.cgi
index 2ad4d95b4..8e170c3c6 100644
--- a/httemplate/misc/cust_main-import.cgi
+++ b/httemplate/misc/cust_main-import.cgi
@@ -1,24 +1,14 @@
-<%= include("/elements/header.html",'Batch Customer Import') %>
+<% include("/elements/header.html",'Batch Customer Import') %>
-
-<%= include('/elements/footer.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<%$req%>, country, daytime, night, ship_last, ship_first, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password
+
+
+Extended plus company format has the following field order: agent_custid, refnum<%$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
+
+
+<%$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.
+
+
- 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 -> Provisioning, services and packages -> View/Edit package definitions
+
+
- username and _password are required if pkgpart is specified.
+
+
+
+
+<% include('/elements/footer.html') %>
+
+<%once>
+
+my $req = qq!*!;
+
+%once>
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Import');
+%init>