What is the Client Import Export

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The Client Import Export utility imports and exports the following information into/from the client using a CSV file.

 

Client Name, MailAddress, MailCity, MailStateProvince, MailCountry, MailPostal, DeliveryAddress, DeliveryCity, DeliveryStateProvince, DeliveryCountry, DeliveryPostal, Contact, Other Contacts, Business, Fax, Home, Mobile, Pager, Email,  AccountNumber, WebSite, GeneralNotes, TechNotes, PopupNotes

ImportClientCSV1

ImportClientCSV1b

ImportClientCSV1c

ImportClientCSV1d

 

Example of use would be that you have another old program that you were using, and instead of having to re-type in all of the data into AyaNova, export client information from your old database into a CSV file that is as per the layout identified, and then import quickly and easily into AyaNova.

 

Another example is where you want to export your client information to another program. Use the ImportClientCSV utility to create an export CSV file of all of your clients.