-<!-- mason kludge -->
-<%= header('Batch Customer Import') %>
+<% include("/elements/header.html",'Batch Customer Import') %>
+
+Import a file containing customer records.
+<BR><BR>
+
<FORM ACTION="process/cust_main-import.cgi" METHOD="post" ENCTYPE="multipart/form-data">
-Import a CSV file containing customer records.<BR><BR>
-Default 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>
-<%
- #false laziness with edit/cust_main.cgi
- my @agents = qsearch( 'agent', {} );
- die "No agents created!" unless @agents;
- my $agentnum = $agents[0]->agentnum; #default to first
+<% &ntable("#cccccc", 2) %>
- if ( scalar(@agents) == 1 ) {
-%>
- <INPUT TYPE="hidden" NAME="agentnum" VALUE="<%= $agentnum %>">
-<% } else { %>
- <BR><BR>Agent <SELECT NAME="agentnum" SIZE="1">
- <% foreach my $agent (sort { $a->agent cmp $b->agent } @agents) { %>
- <OPTION VALUE="<%= $agent->agentnum %>" <%= " SELECTED"x($agent->agentnum==$agentnum) %>><%= $agent->agent %></OPTION>
- <% } %>
- </SELECT><BR><BR>
-<% } %>
-
-<%
- my @referrals = qsearch('part_referral',{});
- die "No advertising sources created!" unless @referrals;
- my $refnum = $referrals[0]->refnum; #default to first
-
- if ( scalar(@referrals) == 1 ) {
+<% include('/elements/tr-select-agent.html',
+ #'curr_value' => '', #$agentnum,
+ 'label' => "<B>Agent</B>",
+ 'empty_label' => 'Select agent',
+ )
%>
- <INPUT TYPE="hidden" NAME="refnum" VALUE="<%= $refnum %>">
-<% } else { %>
- <BR><BR>Advertising source <SELECT NAME="refnum" SIZE="1">
- <% foreach my $referral ( sort { $a->referral <=> $b->referral } @referrals) { %>
- <OPTION VALUE="<%= $referral->refnum %>" <%= " SELECTED"x($referral->refnum==$refnum) %>><%= $referral->refnum %>: <%= $referral->referral %></OPTION>
- <% } %>
- </SELECT><BR><BR>
-<% } %>
-
- First package: <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>
-<% } %>
-</SELECT><BR><BR>
-
- CSV Filename: <INPUT TYPE="file" NAME="csvfile"><BR><BR>
- <INPUT TYPE="submit" VALUE="Import">
- </FORM>
- </BODY>
-<HTML>
+<TR>
+ <TH ALIGN="right">Format</TH>
+ <TD>
+ <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 ALIGN="right">Filename</TH>
+ <TD><INPUT TYPE="file" NAME="file"></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. ' - '. $part_pkg->comment %></OPTION>
+% }
+
+ </SELECT>
+ </TD>
+</TR>
+-->
+
+<TR><TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px"><INPUT TYPE="submit" VALUE="Import file"></TD></TR>
+
+</TABLE>
+
+</FORM>
+
+<BR>
+
+<!-- Simple file format is CSV, with the following field order: <i>cust_pkg.setup, dayphone, first, last, address1, address2, city, state, zip, comments</i>
+<BR><BR> -->
+
+Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. The file should have a .CSV or .XLS extension.
+<BR><BR>
+
+<b>Extended</b> format has the following field order: <i>agent_custid, refnum<%$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 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<%$req%>, country, daytime, night, ship_last, ship_first, ship_company, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password</i>
+<BR><BR>
+
+<%$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>
projects / freeside.git / blobdiff