[freeside-users] Customer Import from CSV

Ivan ivan at 420.am
Tue Mar 27 09:22:21 PDT 2007

On Tue, Mar 27, 2007 at 09:34:22AM -0400, Jim Cobb wrote:
> I have created a CSV of my customers, and would like to import them into Freeside.  I've followed the file format on the Batch Customer Import page, which is:
> 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[2], _password[2]
> I've created a test file called import.csv layed out as such:
> ,3,Cobb,Jim,851 James Robertson Dr.,,Gladwin,MI,48624,US,989-426-3610,,Cobb,Jim,851 James Robertson Dr.,,Gladwin,MI,48626,{not sure here},,4/1/2007,,,,,
> I was assuming "payinfo" was the type of payment, so I entered
> "Billing", which I could change at a later time.  I recieved a request
> for Credit Card Number, so I replaced {not sure here} with a CC #,
> then I recieved and error for CVV2.  I entered in a CVV2 for the CC,
> then got Expiration Date error.  I'm sure everyone sees the pattern
> here.

I believe uou can leave payinfo blank for billing customers.  If you do 
set it to a credit card, well yes, you do need to pass the expiration 
date too.


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