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As we have used Quickbooks for all kinds of data collection for client specific data in fields that QBI can't handle. We'd like to import some of the data by client into a pre-determined field in Ayanova so tha data can be used for display on workorders and dispatch reports. We know this can be done with SQL and we are using SQL Express 2008 as our database. Can you lend some guidance on what the SQL statements would look like if we were attempting to load a 2 field CSV file (Customer Name and Notes) that would verify the client field and then populate the Scheduleable Users Notes field with the 'Notes' data? Any help would be appreciated.
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superior (5/12/2009)As we have used Quickbooks for all kinds of data collection for client specific data in fields that QBI can't handle. We'd like to import some of the data by client into a pre-determined field in Ayanova so tha data can be used for display on workorders and dispatch reports. We know this can be done with SQL and we are using SQL Express 2008 as our database. Can you lend some guidance on what the SQL statements would look like if we were attempting to load a 2 field CSV file (Customer Name and Notes) that would verify the client field and then populate the Scheduleable Users Notes field with the 'Notes' data? Any help would be appreciated.
Do note that you never ever want to directly edit the AyaNova database (which is what you would be doing with a SQL statement), instead the client import/export plugin we provide correctly creates a client record in AyaNova and populates the fields.
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Posted 5/12/2009 5:48:01 PM
