<% 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.
+Import a file containing customer records.
<BR><BR>
-<% &ntable("#cccccc") %>
+<& /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' => "<B>Agent</B>",
+ 'empty_label' => 'Select agent',
+ )
+ %>
+
+ <INPUT TYPE="hidden" NAME="custbatch" VALUE="<% $custbatch %>"%>
+
+ <TR>
+ <TH ALIGN="right">Format</TH>
+ <TD>
+ <SELECT NAME="format">
+ <!-- <OPTION VALUE="simple">Simple -->
+ <OPTION VALUE="extended" SELECTED>Extended
+ <OPTION VALUE="extended-plus_options">Extended + options
+ <OPTION VALUE="extended-plus_company">Extended plus company
+ <OPTION VALUE="extended-plus_company_and_options">Extended plus company and options
+ <OPTION VALUE="svc_broadband">Wireless broadband service
+ <OPTION VALUE="svc_external">External service
+ <OPTION VALUE="svc_external_svc_phone">External service and phone service
+ <OPTION VALUE="birthdates-acct_phone_hardware">Birthdates and account, phone and hardware services
+ <OPTION VALUE="national_id-acct_phone">National ID, plus account and phone services
+ </SELECT>
+ </TD>
+ </TR>
+
+ <& /elements/tr-checkbox.html,
+ 'label' => 'Validate credit card',
+ 'field' => 'validate_cc',
+ 'id' => 'validate_cc',
+ 'value' => 'Y',
+ &>
+
+ <% include( '/elements/file-upload.html',
+ 'field' => 'file',
+ 'label' => 'Filename',
+ )
+ %>
-<% include('/elements/tr-select-agent.html', '', #$agentnum,
- 'label' => "<B>Agent</B>",
- 'empty_label' => 'Select agent',
- )
-%>
-<TR>
- <TH ALIGN="right">Format</TH>
- <TD>
- <SELECT NAME="format">
-<!-- <OPTION VALUE="simple">Simple -->
- <OPTION VALUE="extended" SELECTED>Extended
- </SELECT>
- </TD>
-</TR>
-
-<TR>
- <TH ALIGN="right">CSV filename</TH>
- <TD><INPUT TYPE="file" NAME="csvfile"></TD>
-</TR>
% #include('/elements/tr-select-part_referral.html')
%
<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'=>'' }) ) {
- <OPTION VALUE="<% $part_pkg->pkgpart %>"><% $part_pkg->pkg. ' - '. $part_pkg->comment %></OPTION>
+ <OPTION VALUE="<% $part_pkg->pkgpart %>"><% $part_pkg->pkg_comment %></OPTION>
% }
</SELECT>
</TR>
-->
+ <TR>
+ <TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
+ <INPUT TYPE = "submit"
+ NAME = "submitButton"
+ ID = "submitButton"
+ VALUE = "Import file"
+ >
+ </TD>
+ </TR>
+
</TABLE>
-<BR><BR>
-<INPUT TYPE="submit" VALUE="Import">
</FORM>
+<BR>
+
+<!-- Simple file format is CSV, with the following field order: <i>cust_pkg.setup, dayphone, first, last, address1, address2, city, state, zip, comments</i>
+<BR><BR> -->
+
+Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. The file should have a .CSV or .XLS extension.
+<BR><BR>
+
+<b>Extended</b> format has the following field order: <i>agent_custid, refnum<%$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>
+<BR><BR>
+
+<b>Extended plus options</b> format has the following field order: <i>agent_custid, refnum<%$req%>, last<%$req%>, first<%$req%>, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password, options</i>
+<BR><BR>
+
+<b>Extended plus company</b> format has the following field order: <i>agent_custid, refnum<%$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>
+<BR><BR>
+
+<b>Extended plus company and options </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<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password, options</i>
+<BR><BR>
+
+<b>Wireless broadband service</b> format has the following field order: <i>agent_custid, refnum<%$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, next_bill_date, ip_addr, mac_addr, sectornum</i>
+<BR><BR>
+
+<b>External service</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<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, id, title</i>
+<BR><BR>
+
+<b>External service and phone service</b> format has the following field order: <i>agent_custid, refnum<%$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, next_bill_date, id, title, countrycode, phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>Birthdates and account, phone and hardware services</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<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, birthdate, spouse_birthdate, payinfo, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, username, _password, countrycode, phonenum, sip_password, pin, typenum, ip_addr, hw_addr, serial</i>
+<BR><BR>
+
+<b>National ID, plus account and phone services</b> format has the following field order: <i>agent_custid, refnum<%$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, national_id, payinfo, paycvv, paydate, invoicing_list, pkgpart, next_bill_date, username, _password, slipip, countrycode, phonenum, sip_password, pin</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. You may optionally prepend an 'A' or 'D' to the credit card number for automatic or on demand of customer billing respectively
+
+ <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 -> Packages -> Package definitions
+
+ <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats)
+
+ <li><i>slipip</i>: IP address
+
+ <li><i>id</i>: External service id, integer
+
+ <li><i>title</i>: External service identifier, text
+
+ <li><i>options</i>: text containing one or more of
+
+ <ul>
+ <li>taxexempt: this customer does not pay taxes
+ <li>postalinvoice: ensure this customer receives a postal invoice
+ </ul>
+
+</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');
+
+my $custbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time);
+
+</%init>
projects / freeside.git / blobdiff