.vscode/launch.json

@@ -48,7 +48,7 @@
         "AYANOVA_DATA_PATH": "c:\\temp\\ravendata",
         "AYANOVA_USE_URLS": "http://*:7575;",
         //"AYANOVA_PERMANENTLY_ERASE_DATABASE":"true",
-        "AYANOVA_SERVER_TEST_MODE": "true",
+        "AYANOVA_SERVER_TEST_MODE": "false",
         "AYANOVA_SERVER_TEST_MODE_TZ_OFFSET": "-8",
         //"AYANOVA_REPORT_RENDERING_TIMEOUT":"1",
         "AYANOVA_SERVER_TEST_MODE_SEEDLEVEL": "small",

docs/8.0/ayanova/docs/adm-import-customer.md

@@ -0,0 +1,100 @@
+# Importing Customers
+
+## Field used to match records
+
+- Name
+
+## Fields directly importable / updateable
+
+- Active
+- Notes
+- Wiki
+- Tags
+- WebAddress
+- AlertNotes
+- BillHeadOffice
+- TechNotes
+- AccountNumber
+- ContractExpires
+- Phone1
+- Phone2
+- Phone3
+- Phone4
+- Phone5
+- EmailAddress
+- PostAddress
+- PostCity
+- PostRegion
+- PostCountry
+- PostCode
+- Address
+- City
+- Region
+- Country
+- Latitude
+- Longitude
+
+# Linked object support
+
+- HeadOffice via "HeadOfficeViz" field which should contain the name of an existing HeadOffice
+- Contract via "ContractViz" field which should contain the name of an existing Contract
+
+## JSON format
+
+```JSON
+{
+    Name: "XYZ Accounting",
+    Active: true,
+    Notes: "Ergonomic impactful info-mediaries",
+    Wiki: null,
+    CustomFields: null,
+    Tags: ["black", "zone2", "zone3"],
+    WebAddress: "https://example.biz",
+    AlertNotes: null,
+    BillHeadOffice: true,
+    HeadOfficeId: 1,
+    HeadOfficeViz: "XYZ Head Office",
+    TechNotes: null,
+    AccountNumber: "10402542",
+    ContractId: null,
+    ContractViz: null,
+    ContractExpires: null,
+    LastWorkOrderViz: 350,
+    LastServiceDateViz: "2022-03-09T00:00:00Z",
+    Phone1: "373-707-7322 x535",
+    Phone2: "281.718.4551",
+    Phone3: "1-452-791-5760 x84358",
+    Phone4: null,
+    Phone5: null,
+    EmailAddress: "Annabel.Hahn64@example.org",
+    PostAddress: null,
+    PostCity: null,
+    PostRegion: null,
+    PostCountry: null,
+    PostCode: null,
+    Address: "9723 Tiara Summit",
+    City: "Hansenside",
+    Region: "Mississippi",
+    Country: "Japan",
+    Latitude: -7.7692,
+    Longitude: 165.0654
+  }
+```
+
+00000000000000000000000000000000000000000000
+Notes for docs:
+Import new records - if checked will import any records that are not found to match by name
+Update matching records - if checked will overwrite any existing records that match by name with any values in the import file, if you do not want a particular field updated, do not include it in the import file
+all dates and times assumed to be in UTC
+csv and json supported
+csv must have first row headers which must match expected field names in order to map
+Records are matched by primary identifier, usually "Name" field and must be unique
+
+Field names must be the expected ones this means csv column headers as well as json property names, unrecognized fields will be thrown out and ignored
+
+Each type of supported importable object's allowed fields and types is documented below
+
+CSV will be converted to JSON before importing, if there are any errors in the CSV the import will not proceed and the results of the CSV parser's errors found will be displayed on the import page
+Errors from the parser are in English language only
+
+Tags in CSV must be quotation delimited comma separated list of items like this: "blue,red,white", if it's only one tag then simply "blue" is fine