Exporting Units into a CSV format file

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The Unit import/export utility must be installed before proceeding.

 

You can export unit records from three places in the AyaNova program:

1.From the main AyaNova menu bar
2.From the Units grid to export selected unit records
3.From within a specific Unit entry screen to export that specific unit

 

 

1. From the main AyaNova menu bar

 

a. Select the Plug-ins menu option -> ImportExport.csv -> Units

ImportExportCSV ImportUnitCSV2

 

b. The Unit import/export utility will open

 

c. Select the menu option Export data in the import/export utility

 

ExportCSV1

 

d. Browse to the location where you want to save the file and Save

 

e. If you edit this file using Notepad, you will also see the format - that each field is quoted (surrounded by quotation marks) if there are spaces in the text, as well as divided by a comma.

 

f. All units will be exported to the CSV file

 

 

2. From the Units grid to export selected unit records

 

a. In the Units grid, either select specific units you want to export to a CSV file by holding down the CTRL key and your mouse, or selecting all by selecting the column row header

 

ExportUnitCSV1

 

ExportUnitCSV2

 

b. From the Units grid menu, drop down the Plug-in's menu and select ImportExport.csv -> Export selected items

 

ImportUnitCSV3 ImportClientCSV3b

 

c. Browse to the location where you want to save the file and Save

 

d. Only those units selected will be exported to the CSV file

 

 

3. From within a specific Unit entry screen to export that specific unit

 

a. From within a specific Unit entry screen, drop down the Plug-in's menu option, select ImportExport.csv -> Export item

 

ImportUnitCSV4 ImportUnitCSV4b

 

b. Browse to the location where you want to save the file and Save

 

c. Only this unit will be exported to the CSV file