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@@ -146,17 +146,27 @@ Once you have access to AyaNova and some sample data generated to play with we r
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We have several guided tours in the Business admin section about customization including [adding custom fields to forms](tour-bizadmin-form-custom-fields.md), [hiding un-needed form fields](tour-bizadmin-form-remove-fields.md), [changing the displayed text](tour-bizadmin-form-custom-translation.md) and more.
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In addition all the Report templates in AyaNova can be customized and new ones created using the built in [report template editor](ay-report-edit.md).
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Report templates in AyaNova can also be customized and new ones created using the built in [report template editor](ay-report-edit.md).
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We recommend looking through the reports you might use in your business and [make or plan for any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation.
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Be **careful** not to customize too much too early in the evaluation process; be sure you and your potential staff who would be using AyaNova have a basic familiarity with AyaNova's stock forms and features first before customizing. If you start renaming fields or dropping them (for example) it can be hard to match up what is written in the documentation with what they are seeing in the program. It's possible to customize and remove entire sections of the Work order form (for example) but it may turn out that some of those would be useful so it's best to get a good idea what's in there before making too many changes early on.
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8. Importing exsting data - often a company starting out with AyaNova will want to import existing data to save time. If this is something you may need to do, AyaNova has a built in [import feature](adm-import.md) which enables you to import data from text files which you should definitely try out with real data as part of your evaluation process.
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8. Importing exsting data - often a company starting out with AyaNova will want to import existing data to save time.
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Note that we do _not_ recommend importing data early in the evaluation process but rather we recommend using the generated sample data for early evaluation instead because the generated data is intended to appear as if it was real world data created by a service company over time so it's often more helpful for evaluation purposes as the data is more realistic and is used in multiple areas giving Users a chance to see how it all links together.
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**Before you import**
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We recommend importing data as part of the evaluation process but **not too soon**: we recommend using the generated sample data for early evaluation instead because the generated data simulates real world data created by a service company over time so it's often more helpful for evaluation purposes as the data is more realistic and is used in multiple areas giving Users a chance to see how it all links together.
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**Importing from other programs**
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AyaNova has a built in [import feature](adm-import.md) which enables you to import data from text files which you should try out with real data as part of your evaluation process.
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**Importing from QuickBooks**
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If you use QuickBooks desktop edition you can import data directly from QuickBooks using our [QBI QuickBooks integration utility](integration-qbd) (more accounting integrations are in the works, contact us if there is a specific one of interest, we may already be working on it).
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If you are using an older version of AyaNova we have a [migration utility](ay-biz-admin-migrate-v7.md) that will import legacy AyaNova data to this latest version.
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**Importing from older versions of AyaNova**
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If you are using an older version of AyaNova we have a [migration utility](ay-biz-admin-migrate-v7.md) that will **import legacy AyaNova data** to version 8.
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Note that Report Templates are not automatically migrated from older versions of AyaNova so they will need to be recreated if you have any customization more complex than putting your logo on reports (which is built in to stock report templates in AyaNova 8).
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9. Decision - is everyone comfortable with AyaNova? Has everyone tried out the features they will be using in production? Are there any lingering questions that need to be answered? Now is the time to be certain and if necessary go back and confirm anything before moving to the next step.
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