Client Import Export Installation & Configuration

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Client Import Export Installation & Configuration

 

1. Perform the AyaNova installation

 

If you had previously installed AyaNova, just run the AyaNovaSetup.exe file for your version again

 

2. During the AyaNovaSetup.exe installation, select the Install Import and migration utilities

 

Setup4e

 

3. Complete the installation

 

NOTE: if you get a message such as below about replacing a file, this is occurring because you have something running. Click Abort, and then check to make sure you do NOT have the AyaNova program running. Then run the installation again.

setuperror_if_dp_or_generatorrunning

 

4. Run the Client import export utility from within the AyaNova program

 

From the main AyaNova menu bar to export or import

ImportExportCSV ImportClientCSV2

 

From the Clients grid to export selected client records

ImportClientCSV3 ImportClientCSV3b

 

From within a specific Client entry screen to export that specific client

ImportClientCSV4 ImportClientCSV4b