RT# 73964 - Added biling event action to send an email to phone nunber, and updated...
[freeside.git] / httemplate / misc / cust_main-import.cgi
index bbeaa51..46d1536 100644 (file)
@@ -3,15 +3,15 @@
 Import a file containing customer records.
 <BR><BR>
 
-<% include( '/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",
-          )
-%>
+<& /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) %>
 
@@ -30,7 +30,14 @@ Import a file containing customer records.
       <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>
@@ -54,7 +61,7 @@ Import a file containing customer records.
     <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>
@@ -65,9 +72,9 @@ Import a file containing customer records.
   <TR>
     <TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
       <INPUT TYPE    = "submit"
-             ID      = "submit"
+             NAME    = "submitButton"
+             ID      = "submitButton"
              VALUE   = "Import file"
-             onClick = "document.CustomerImportForm.submit.disabled=true;"
       >
     </TD>
   </TR>
@@ -87,9 +94,30 @@ Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets.
 <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>
 
@@ -103,7 +131,7 @@ Field information:
 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>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)
 
@@ -111,9 +139,23 @@ advertising source table.
 
   <li><i>invoicing_list</i>: Email address for invoices, or POST for postal invoices.
 
-  <li><i>pkgpart</i>: Package definition.  Configuration -&gt; Provisioning, services and packages -&gt; View/Edit package definitions
+  <li><i>pkgpart</i>: Package definition.  Configuration -&gt; Packages -&gt; 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>
 
-  <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified.
 </ul>
 
 <BR>