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# Import
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The Import form is used to import new records _or_ update existing records in AyaNova from a local import file.
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More advanced import or synchronization requirements are supported through the [AyaNova developers API](api-intro.md).
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## Authorization Roles required
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Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
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Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Business administration
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- Business administration
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Read only access
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- Business administration - restricted
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- Business administration - restricted
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## How to access Import
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@@ -38,9 +42,9 @@ If no errors are found then the record is saved into the database and a success
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If errors are found during validation no save is made and the error message is added to the results list displayed in the Import form once import has completed.
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When import has completed the *import* result list will show any errors or imported records and "Process completed".
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When import has completed the _import_ result list will show any errors or imported records and "Process completed".
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Records not imported due to already being present will not show in the *import* result list.
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Records not imported due to already being present will not show in the _import_ result list.
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### Import items are automatically tagged
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Unlike the import process, updated records are _not_ automatically tagged (the only way to undo an update is to [restore from backup](ops-restore.md)) however you can still see which records were updated if necessary by viewing the [User history](ay-history.md) of the User who ran the update.
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When update has completed the *update* result list will show any errors or updated records and "Process completed".
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When update has completed the _update_ result list will show any errors or updated records and "Process completed".
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Records not updated due to not matching an existing record will not show in the *update* result list.
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Records not updated due to not matching an existing record will not show in the _update_ result list.
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### Partial record updates
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@@ -194,29 +198,29 @@ Types not listed may be added in future; for needs beyond what is provided with
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Each object type listed below links to a page showing the specific format required for the import file and special notes about importing that specific object:
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- ##### [Customers](adm-import-customer.md)
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- ##### [Head offices](adm-import-headoffice.md)
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- ##### [Parts](adm-import-part.md)
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- ##### [Part assemblies](adm-import-part-assembly.md)
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- ##### [Part inventory](adm-import-inventory.md)
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- ##### [Part warhouses](adm-import-warehouse.md)
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- ##### [Projects](adm-import-project.md)
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- ##### [Service rates](adm-import-service-rate.md)
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- ##### [Task groups](adm-import-task-group.md)
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- ##### [Travel rates](adm-import-travel-rate.md)
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- ##### [Units](adm-import-unit.md)
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- ##### [Unit models](adm-import-unit-model.md)
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- ##### [Vendors](adm-import-vendor.md)
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- ##### [Customers](adm-import-customer.md)
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- ##### [Head offices](adm-import-headoffice.md)
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- ##### [Parts](adm-import-part.md)
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- ##### [Part assemblies](adm-import-part-assembly.md)
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- ##### [Part inventory](adm-import-inventory.md)
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- ##### [Part warhouses](adm-import-warehouse.md)
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- ##### [Projects](adm-import-project.md)
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- ##### [Service rates](adm-import-service-rate.md)
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- ##### [Task groups](adm-import-task-group.md)
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- ##### [Travel rates](adm-import-travel-rate.md)
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- ##### [Units](adm-import-unit.md)
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- ##### [Unit models](adm-import-unit-model.md)
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- ##### [Vendors](adm-import-vendor.md)
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## Import order when starting with a new AyaNova database
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If you are getting started with AyaNova and importing your own data from other sources, several of the objects require other objects to already be present in the AyaNova database first.
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- import Vendors before importing Parts, Unit Models or Units
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- import Unit Models before importing Units
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- import Part Warehouses before importing Part Inventory Transactions
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- import Parts before importing Part Inventory Transactions or Part Assemblies
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- import Head Offices before importing Customers
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- import Vendors before importing Parts, Unit Models or Units
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- import Unit Models before importing Units
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- import Part Warehouses before importing Part Inventory Transactions
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- import Parts before importing Part Inventory Transactions or Part Assemblies
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- import Head Offices before importing Customers
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## Import form
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