X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fmisc%2Fcust_pkg-import.html;h=0c3d31d044a1cc225165807a1cb6c3d660820fba;hp=e0c0c7ff4018d4500e8dc2ee3ce17fa748a4016d;hb=ac58d397dab0e70684682775036cd73d23c4213e;hpb=8e2372530191ae32938786363885aa4b540e29c7 diff --git a/httemplate/misc/cust_pkg-import.html b/httemplate/misc/cust_pkg-import.html index e0c0c7ff4..0c3d31d04 100644 --- a/httemplate/misc/cust_pkg-import.html +++ b/httemplate/misc/cust_pkg-import.html @@ -29,15 +29,28 @@ Import a file containing customer packages. @@ -71,24 +84,54 @@ Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. Default with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire

+Default with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire +

+ +All dates format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate +

+ +All dates with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate +

+ +All dates with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate +

+ Account service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc

Account service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc

-Phone sevice format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin +Account service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc +

+ +Phone service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin

Phone service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin

-External sevice format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title +Phone service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin +

+ +Bulk phone service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin +

+ +Bulk phone service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin +

+ +Bulk phone service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin +

+ +External service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title

External service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title

+External service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title +

+ Location format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, @@ -110,7 +153,34 @@ address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$

-<%$req%> Required fields +Location, quantity and price customizations with phone service format has the following field order: custnum<%$req%>, +pkgpart<%$req%>, discountnum, +start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, +quantity, setup_fee, recur_fee, invoice_details, +address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>, +countrycode, phonenum, sip_password, pin + +

+ +Location, quantity and price customizations with phone service and agent_custid format has the following field order: agent_custid<%$req%>, +pkgpart<%$req%>, discountnum, +start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, +quantity, setup_fee, recur_fee, invoice_details, +address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>, +countrycode, phonenum, sip_password, pin + +

+ +Location, quantity and price customizations with phone service and agent_custid and agent_pkgid format has the following field order: agent_custid<%$req%>, agent_pkgid, +pkgpart<%$req%>, discountnum, +start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, +quantity, setup_fee, recur_fee, invoice_details, +address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>, +countrycode, phonenum, sip_password, pin + +

+ +<%$req%> Required fields (for address fields, required if an address is specified)

Field information: @@ -143,6 +213,14 @@ Field information:
  • expire: Indicates a future cancellation on this date. +
  • quantity + +
  • setup_fee: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing + +
  • recur_fee: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing + +
  • invoice_details: Package invoice details (optionally, can include multiple lines of details separated by a newline) + @@ -153,6 +231,8 @@ Field information:
  • title: External service identifier, text +
  • locationnum: Existing location (cust_location.locationnum) +
  • address1: Service address, number and street, text
  • address2: Service address, suite/unit/building identifier, text