mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 15:07:24 +00:00
33 lines
2.2 KiB
PHP
33 lines
2.2 KiB
PHP
<?php
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require_once '../../../includes/modal_header.php';
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ob_start();
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?>
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<div class="modal-header bg-dark">
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<h5 class="modal-title"><i class="fa fa-fw fa-users me-2"></i>Import Clients</h5>
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<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
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</div>
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<form action="post.php" method="post" enctype="multipart/form-data" autocomplete="off">
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<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
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<div class="modal-body">
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<p><strong>Importing Multiple Contacts:</strong><br>When importing a client, only one contact (which will become the primary contact) and one location (which will become the primary location) can be added initially. To add additional contacts, you will need to click into each client, navigate to the Contacts section, and import multiple contacts individually for each client.</p>
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<p><strong>Format csv file with headings & data:</strong><br>Client Name, Industry, Referral, Website, Primary Location Name, Location Phone, Location Address, City, State, Postal Code, Country, Primary Contact Name, Title, Contact Phone, Extension, Contact Mobile, Contact Email, Hourly Rate, Currency, Payment Terms, Tax ID, Abbreviation</p>
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<p class="small text-body-secondary mb-0">A client's rates and net terms come from its contract, else the defaults in Admin > Settings > Defaults. An Hourly Rate or Payment Terms (days) other than the defaults gives the client a Standard terms contract carrying them - leave them empty for the defaults.</p>
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<hr>
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<div class="mb-3 my-4">
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<input type="file" class="form-control" name="file" accept=".csv" required>
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</div>
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<hr>
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<div>Download: <a class="text-bold" href="post.php?download_clients_csv_template">sample csv template</a></div>
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</div>
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<div class="modal-footer">
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<button type="submit" name="import_clients_csv" class="btn btn-primary text-strong"><i class="fas fa-upload me-2"></i>Import</button>
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<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
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</div>
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</form>
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<?php
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require_once '../../../includes/modal_footer.php';
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