Mass customer and subscription data import

Customers

On the Customers page (Customer care > Customers), adding a button that allows you to go to the bulk import interface.

By clicking on this button, we are on the bulk import interface which contains:

A "Download Template" button that allows you to download the Template of the template chosen from:
- Customer
- Customer account
- Billing account
- Payment method
- User account
A drag and drop that allows the upload of the file to be imported: accepted zip and csv format

Data model download:

By clicking on the "Download template" button, a list is displayed containing the types of models available for download, by clicking on a choice, the model is downloaded in csv format.

Please note: For Boolean fields, X = true.

Each model from the previous models accepts custom fields by adding them on the columns at the end.

Hierarchy 1 to n of the User account:

Since the user account can have a parent user account, the user can create a user account with parent by adding the parent user account code on the 'OC_PARENT_UA_CODE' column.

Please note: The development of this part was done based on the fact that the Jobs process the files in numerical or alphabetical order, which is proven -after testing on our part- that this is not the case.

For this, the import of a user account hierarchy at several levels at once is not currently possible.

Upload data files:

The user has the possibility to upload two file formats: CSV and ZIP

The user can do the upload either by selecting a file from the machine or by doing a drag and drop.

Uploading a csv file: Displaying the file name with the ability to delete the file

Uploading a zip file: Displaying the names of the csv files contained in the zip, with the possibility of deleting files (keep the files to be imported)

Import files:

After uploading the files, the user can do 3 actions (3 buttons):

GO BACK (RETOUR) : Exit the import interface and return to the previous page.
RESET (Réinitialiser) : Reset upload form (no files selected)
IMPORT (Importer) : Start import

Note: The Reset and Import buttons are only visible after uploading a file

Import data process:

When the user clicks on the "Import" button:

The upload api is called POST /massImport/uploadAndImport.

The Import Job 'massImportCustomerJob' is launched:

Checking required fields
Format compliance verification
Data creation

The interface displays a notification that the job is running.

View the list of imported files, specifying the name of the file and its type:

CUSTOMER
CUSTOMER_ACCOUNT
BILLING_ACCOUNT
PAYMENT_METHOD
USER_ACCOUNT
UNKNOWN : in case that the file does not conform to any type of the previous types.

Display of a green icon for files of valid types, and a red icon for files of invalid types.

Notifications

After executing the Import Jobs an email is sent to the user, the mail can have a status of the following 3, based on the import report:

Success:

Subject: Your import was a success: Job_name

Body: Your import that started #{date} at #{time} has been processed successfully.

Fail:

Subject: Your import has failed: Job_name

Body: Import process has failed. Please check the rejection file for more details. If this persists, please contact your integrator or our support team.

Issues:

Subject: Your import had a few issues: Job_name

Body: Your import was not a 100% success and some records were not created. Please review the rejection file.

Subscription

On the Subscriptions page (Customer care > Subscriptions), add a button that allows you to go to the interface of the bulk import of subscriptions.