1. Perform the AyaNova installation
| • | If you had previously installed AyaNova, just run the AyaNovaSetup.exe file again |
2. During the AyaNovaSetup.exe installation, select the Install Import/Export to csv plugin
3. Complete the installation
NOTE: If installing overtop of an existing AyaNova installation that has already been configured for network use, and you get a message asking if you wish to overwrite the config.txt, select No.
NOTE: if you get a message such as below about replacing a file, this is occurring because you have something running. Click Abort, and then check to make sure you do NOT have the AyaNova program running, nor QBI or PTI or any of the import/export utilities, and check Services to make sure that the AyaNova Generator is shut off while installing, and IIS to shut down the Default Web Site and AyaNovaDP (the data portal). Then run the installation again.
4. Run the Client import export utility from within the AyaNova program by the following steps:
| • | From the main AyaNova menu bar to export or import |
| • | From the Clients grid to export selected client records |
| • | From within a specific Client entry screen to export that specific client |
NOTE your AyaNova user log in must have minimum Read/Write to the object to be able to import.
For example, if your security group for your user has Object.Client set to ReadOnly then you will receive the following error if you attempt to import clients
