1 <% include("/elements/header.html",'Batch Customer Import') %>
3 Import a file containing customer records.
6 <% include( '/elements/form-file_upload.html',
7 'name' => 'CustomerImportForm',
8 'action' => 'process/cust_main-import.cgi',
10 'fields' => [ 'agentnum', 'custbatch', 'format' ],
11 'message' => 'Customer import successful',
12 'url' => $p."search/cust_main.html?custbatch=$custbatch",
16 <% &ntable("#cccccc", 2) %>
18 <% include( '/elements/tr-select-agent.html',
19 #'curr_value' => '', #$agentnum,
20 'label' => "<B>Agent</B>",
21 'empty_label' => 'Select agent',
25 <INPUT TYPE="hidden" NAME="custbatch" VALUE="<% $custbatch %>"%>
28 <TH ALIGN="right">Format</TH>
30 <SELECT NAME="format">
31 <!-- <OPTION VALUE="simple">Simple -->
32 <OPTION VALUE="extended" SELECTED>Extended
33 <OPTION VALUE="extended-plus_company">Extended plus company
38 <% include( '/elements/file-upload.html',
40 'label' => 'Filename',
45 % #include('/elements/tr-select-part_referral.html')
51 <TH>First package</TH>
53 This needs to be agent-virtualized if it gets used!
54 <SELECT NAME="pkgpart"><OPTION VALUE="">(none)</OPTION>
55 % foreach my $part_pkg ( qsearch('part_pkg',{'disabled'=>'' }) ) {
57 <OPTION VALUE="<% $part_pkg->pkgpart %>"><% $part_pkg->pkg. ' - '. $part_pkg->comment %></OPTION>
66 <TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
67 <INPUT TYPE = "submit"
70 onClick = "document.CustomerImportForm.submit.disabled=true;"
81 <!-- Simple file format is CSV, with the following field order: <i>cust_pkg.setup, dayphone, first, last, address1, address2, city, state, zip, comments</i>
84 Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. The file should have a .CSV or .XLS extension.
87 <b>Extended</b> format has the following field order: <i>agent_custid, refnum<%$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, paycvv, paydate, invoicing_list, pkgpart, username, _password</i>
90 <b>Extended plus company</b> format has the following field order: <i>agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, company, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password</i>
93 <%$req%> Required fields
100 <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.
102 <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
103 of an integer, the string is searched for and if necessary auto-created in the
104 advertising source table.
106 <li><i>payinfo</i>: Credit card number, or leave this, <i>paycvv</i> and <i>paydate</i> blank for email/paper invoicing.
108 <li><i>paycvv</i>: CVV2 number (three digits on the back of the credit card)
110 <li><i>paydate</i>: Credit card expiration date, MM/YYYY or MM/YY (M/YY and M/YYYY are also accepted).
112 <li><i>invoicing_list</i>: Email address for invoices, or POST for postal invoices.
114 <li><i>pkgpart</i>: Package definition. Configuration -> Provisioning, services and packages -> View/Edit package definitions
116 <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified.
121 <% include('/elements/footer.html') %>
125 my $req = qq!<font color="#ff0000">*</font>!;
131 unless $FS::CurrentUser::CurrentUser->access_right('Import');
133 my $custbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time);