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 Lite |
| • | 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 Lite client records is made available. |
(note: ignore import option for Units, as AyaNova Lite does not use the Units feature)
This plugin is useful for mass importing or exporting client's into AyaNova from other programs or out of AyaNova into other programs that support the required CSV text file format.
The plugin imports and exports the following information of the client using a CSV (comma separated values) text 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
