import customer from Excel file too

[freeside.git] / httemplate / misc / cust_main-import.cgi

diff --git a/httemplate/misc/cust_main-import.cgi b/httemplate/misc/cust_main-import.cgi
index 73efd37..8e170c3 100644 (file)
--- a/httemplate/misc/cust_main-import.cgi
+++ b/httemplate/misc/cust_main-import.cgi
@@ -1,30 +1,14 @@
 <% 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]<%$req%>, last<%$req%>, first<%$req%>, address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country, daytime, night, ship_last, ship_first, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo<%$req%>, paycvv, paydate<%$req%>, invoicing_list, pkgpart, username[2], _password[2]</i>
-<BR><BR>
-
-<%$req%> Required fields
+Import a file containing customer records.
 <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.
-<BR><BR>
-
-[2] <i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified.
-<BR><BR>
+<FORM ACTION="process/cust_main-import.cgi" METHOD="post" ENCTYPE="multipart/form-data">
 
-<% &ntable("#cccccc") %>
+<% &ntable("#cccccc", 2) %>
 
-<% include('/elements/tr-select-agent.html', '', #$agentnum,
+<% include('/elements/tr-select-agent.html',
+              #'curr_value' => '', #$agentnum,
               'label'       => "<B>Agent</B>",
               'empty_label' => 'Select agent',
            )
@@ -36,13 +20,14 @@ target table.
     <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">CSV filename</TH>
-  <TD><INPUT TYPE="file" NAME="csvfile"></TD>
+  <TH ALIGN="right">Filename</TH>
+  <TD><INPUT TYPE="file" NAME="file"></TD>
 </TR>
 % #include('/elements/tr-select-part_referral.html')
 %
@@ -52,6 +37,7 @@ target table.
 <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'=>'' }) ) { 
 
@@ -63,14 +49,64 @@ target table.
 </TR>
 -->
 
+<TR><TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px"><INPUT TYPE="submit" 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<%$req%>, country, daytime, night, ship_last, ship_first, ship_address1, ship_address2, ship_city, ship_state, ship_zip, ship_country, payinfo, paycvv, paydate, invoicing_list, pkgpart, username, _password</i>
+<BR><BR>
+
+<b>Extended plus company</b> format has the following field order: <i>agent_custid, refnum<%$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 -&gt; Miscellaneous -&gt; 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 -&gt; Provisioning, services and packages -&gt; 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>