What is the Client ImportExport.csv

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

 

 

With the importexport.csv duplicate optional plug-in license you can also update existing AyaNova client records such as update address etc.

 

ImportExportCSVduplicateimportoption1

 

 

Fields of the Client entry screen that are exported out of AyaNova and that can be imported into AyaNova:

 

ImportClientCSV1

ClientName, AccountNumber, WebSite, Contact, Email, Phone1, Phone2, Phone3, Phone4, Phone5, GeneralNotes,  Region, Dispatch Zone, Client Group

DeliveryAddress, DeliveryCity, DeliveryStateProvince, DeliveryCountry, DeliveryZipPostal

ImportClientCSV1b MailAddress, MailCity, MailStateProvince, MailCountry, MailZipPostal,

ImportClientCSV1c

ImportClientCSV1d General Notes, TechNotes, PopupNotes, OtherContacts