AyaNova clients data imported into PeachTree

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AyaNova clients data imported into PeachTree

 

The following identifies the only information that is imported into the PeachTree customer from an AyaNova client:

 

If the information is not listed here, than it does not get imported.

 

NOTE the following:

 

The Peachtree client's Sales Tax is not set on import. You will need to manually select once the client has been imported.

 

 

The fields of data that are imported from an AyaNova Client object to a PeachTree Customer object are:

 

 

 AyaNova client                                PeachTree customer

 

1        First 20 characters of first word                Customer ID

   of name unless there is a space        

2        Client Name                                        Name                                

3        Account Number                                Account No.

4        Web Site                                        Web Address

5.        Contact                                        Contact

6        Business                                        Telephone 1                                        

7        Fax                                                Fax                                        

8        Home                                                Telephone 2

9        Email                                                Email

10.        Postal Address                                Bill To Address

11.        Physical Address                                Ship To Address 1

 

 

AyaNova client fields identified:

 

ClientAyatoPT4_2

 

ClientAyatoPT4_3

 

 

PeachTree customer fields identified:

 

ClientAyatoPT4_1

 

ClientAyatoPT4_4

 

 

 

NOTE: An AyaNova client imported into PeachTree does not set the client's Sales Tax in PeachTree. Therefore BEFORE you do any invoicing for this client, you need to manually set this in PeachTree for the imported client - otherwise this client won't have any taxes charged in invoices.

 

manuallysetsalestax