Before you import into AyaNova:
•It is recommended to ensure no one else is attempting to enter or edit data when you import.
•It is recommended to backup your AyaNova database before proceeding with an import. In the event of an issue with your import, then you can easily and quickly restore from backup to the point your database was at before the import.
•It is recommended to perform the import on the same computer where your AyaNova database resides and where your CSV file is located.
•It is required to log in as an AyaNova user with full rights to create the type of record you are importing. Otherwise you will get an error such as:
•The ImportExport.csv installation has been performed
•If licensed for the Duplicate option, set your Duplicate settings before the import.
•It is suggested to export existing records to a file so that you can see an example of the existing format.
•Refer to the csv file format requirements. A suggestion is to export existing records out of AyaNova so that you may see examples of the format of what your file needs to be.
oReminder: only when importing clients/units/parts or rates can your csv row fields be in any order, as you can select which columns equate to which fields in the record for these. Part categories, workorder statuses, etc import have a preset field order that must be followed. Refer to the csv file format requirements
Example steps of Client records import:
Example steps of Unit records import:
Example steps of Part records import:
Example steps of Client records import:
1. From the main menu select Plugins -> ImportExport.csv -> Clients to open the client import/export program
2. Select the menu option Open CSV file, and browse to the location of your csv import file and select it
3. The records in your import file will display
4. Now you need to tell the utility which AyaNova field to import each field from your import file.
Drop down the column heading for each, and select the client field you want that to import into. In the example below, we are selecting the Name field for that column.
No problem if the order of your fields in your import file may be different - with clients, parts, units and rates you select which you want for your own columns.
For a client record to be imported, you must specify at minimum the Name field. Refer to the format requirements
If you make an incorrect selection or selections from previous imports are showing, just drop down the list again and select <don't import> to free up that column and that selection again
5. If you have purchased an ImportExport.csv Duplicate subscription license, the Duplicate import options menu will display so that you can set what should overwrite or not. Refer to Importexport.csv duplicate option for more details
6. Once you have selected what fields you want to import, select the menu option Import data
7. Your records from your import file will now be imported into AyaNova
•The time it will take will depend on the number of records to import
8. When the import is finished, a message will display identifying the number of client records imported, the number not imported if duplicates, and if duplicate settings use, how many were updated.
9. Exit out and view your clients in the Clients grid. Don't forget that you can change the list of rows to view at any time, as well as Refresh
Example steps of Unit records import:
1. From the main menu select Plugins -> ImportExport.csv -> Units to open the unit import/export program
2. Select the menu option Open CSV file, and browse to the location of your csv import file and select it
3. The records in your import file will display
4. Now you need to tell the utility which AyaNova Unit record field to import each field of your record in your import file.
Drop down the column heading for each, and select the unit field you want that to import into. In the example below, we are selecting the SerialNumber field for that column.
No problem if the order of your fields in your import file may be different - as you select which you want for your own columns.
Do note that you must identify at minimum the Serial, the Client and the UnitModel columns as these are required for a unit record to be created.
If you make an incorrect selection or selections from previous imports are showing, just drop down the list again and select <don't import> to free up that column and that selection again
5. If you have purchased an ImportExport.csv Duplicate subscription license, the Duplicate import options menu will display so that you can set what should overwrite or not. Refer to Importexport.csv duplicate option for more details
6. Once you have selected what fields you want to import, select the menu option Import data
7. Your records from your import file will now be imported into AyaNova
•The time it will take will depend on the number of records to import
8. When the import is finished, a message will display identifying the number of unit records imported, the number not imported if duplicates, and if duplicate settings use, how many were updated.
9. Exit out and view your units in the Units grid. Don't forget that you can change the list of rows to view at any time, as well as Refresh
Example steps of Part records import:
1. From the main menu select Plugins -> ImportExport.csv -> Parts to open the part import/export program
2. Select the menu option Open CSV file, and browse to the location of your csv import file and select it
3. The records in your import file will display. Now you can select what AyaNova part field to import each into.
4. Drop down the column heading for each, and select the field you want that to import into. In the example below, we are selecting the Number field for that column. No problem if the order of your fields in your import file may be different - as you select which you want for your own columns.
For a part record to be imported, you must specify at minimum the Number field
If you make an incorrect selection or selections from previous imports are showing, just drop down the list again and select <don't import> to free up that column and that selection again
5. If you have purchased an ImportExport.csv Duplicate subscription license, the Duplicate import options menu will display so that you can set what should overwrite or not. Refer to Importexport.csv duplicate option for more details
6. Once you have selected what fields you want to import, select the menu option Import data
7. Your records from your import file will now be imported into AyaNova
•The time it will take will depend on the number of records to import
8. When the import is finished, a message will display identifying the number of part records imported, the number not imported if duplicates, and if duplicate settings use, how many were updated.
9. Exit out and view your parts in the Parts grid. Don't forget that you can change the list of rows to view at any time as well as Refresh.
