[Citrusdb-users] Importing Batch Services from a CSV file

[Ben Monypenny]

Hi Paul,

First of all can I say a huge thank you for the huge time and effort
that you have obviously put into CitrusDB. Its great to see some quality
open source software that helps out small businesses.

My business provides a service to customers every four weeks, but
sometimes it can be five weeks or even more irregularly. I am building a
new site and attempting to find a way to integrate CitrusDB with my
current customer records and billing system. I have configured my
services in CitrusDB with a frequency of zero so that I can add them to
customers when they occur. But, I would like to be able to add them to
batches of customers at a time.

If I create a php script to append the CitrusDB mysql tables from a csv
file (correctly formatted and with the correct CitrusDB account_number's
and master_services id's), could you let me know which tables I should
append?

For example, if I add records to the bottom of the user_services table
(making sure the sequential id numbers are correct) and then use the
same process to add records to the bottom of the customer_history table
(making sure the user_services id's match), will this work without
breaking anything in CitrusDB? Or are there any other tables which I
will need to append?

Many thanks in advance,

Ben Monypenny

[Paul Yasi]

There are two functions you can call in a loop while you read your
data that will pretty much do this for you. The create_service and
service_message function. These are from the include/services.inc.php
and include/support.inc.php. You'll also probably want to have the
bunch of included files that get you into the database and give you
other functions that these might rely on too.

// Includes
include('./include/config.inc.php');
include('./include/database.inc.php');
include('./include/billing.inc.php');
include('./include/citrus_base.php');
include('./include/services.inc.php');
include('./include/support.inc.php');

// this function will put the data into the user services table and
attributes table
$new_user_service_id = create_service($account_number,
$master_service_id, $billing_id, $usage_multiple,
$attribute_table_name, $attribute_fieldname_string,
$attribute_fieldvalue_string);

The usage_multiple must 1 or greater.

If you have an attributes table you'll need to use
attribute_fieldname_string that names the attribute table fields you
want to fill in such as:
$attribute_fieldname_string = "username, password, domain";
$attributes_fieldvalue_string = "'benmonypenny', 'p4ssw0rd', 'gmail.com'";

If you do not have an attributes table you can leave them as NULL. If
you do have an attributes table but are not inserting attributes right
now you'll still want to include something as a placeholder so it
makes the attributes table for this particular service item.

// this will put the note for the service being added in the customer history
service_message('added', $account_number, $master_service_id,
$new_user_service_id, NULL, NULL);

Note the service message takes the new_user_service_id that was output
by the create_service function.

// depending on your requirements for application logging you may also
want to log that
// this service was inserted by using the log_activity function
log_activity($DB,$user,$account_number,'create','service',$new_user_service_id,'success');

You can see this all in action around line 74 of the
/modules/services/create.php file


Paul
--
The CitrusDB Project | http://www.citrusdb.org
Open Source Customer Care & Billing System

Post by Ben Monypenny
Hi Paul,
First of all can I say a huge thank you for the huge time and effort that
you have obviously put into CitrusDB. Its great to see some quality open
source software that helps out small businesses.
My business provides  a service to customers every four weeks, but sometimes
it can be five weeks or even more irregularly. I am building a new site and
attempting to find a way to integrate CitrusDB with my current customer
records and billing system. I have configured my services in CitrusDB with a
frequency of zero so that I can add them to customers when they occur. But,
I would like to be able to add them to batches of customers at a time.
If I create a php script to append the CitrusDB mysql tables from a csv file
(correctly formatted and with the correct CitrusDB account_number's and
master_services id's), could you let me know which tables I should append?
For example, if I add records to the bottom of the user_services table
(making sure the sequential id numbers are correct) and then use the same
process to add records to the bottom of the customer_history table (making
sure the user_services id's match), will this work without breaking anything
in CitrusDB? Or are there any other tables which I will need to append?
Many thanks in advance,
Ben Monypenny
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