What is the Client ImportExport.csv

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The Client ImportExport.csv utility is available at no charge for mass importing or exporting client records.

 

With the no charge utility, only new client records can be imported into AyaNova

 

Do note that if the importexport.csv duplicate option license has been purchased or a temporary key with the Importexport.csv license is being used, that an additional feature of being able to update existing AyaNova client records is made available.

 

duplicateimportoption1 duplicateimportoption2client

 

 

The plugin imports and exports the following information of the client record using a CSV (comma separated values) text file:

 

ClientName, PostalAddress, PostalCity, PostalStateProvince, PostalCountry, PostalZipPostal, PhysicalAddress, PhysicalCity, PhysicalStateProvince, PhysicalCountry, PhysicalZipPostal, Contact, Other Contacts, Business, Fax, Home, Mobile, Pager, Email,  AccountNumber, WebSite, GeneralNotes, TechNotes, PopupNotes

ImportClientCSV1

 

ImportClientCSV1b

ImportClientCSV1c

ImportClientCSV1d