Show/Hide Toolbars

Jim2® Business Engine Help File

There are a number of ways of exporting a card file list from Jim2. Following are two examples, the first being the recommended way.

 

CardFile List Export (Jim Import Format)

Run a card file list according to the group you require.

 

CardFile List Export Jim

 

Select the ellipsis [...] and choose where you would like to save your file.

 

Click Print, and you will be presented with a preview of the spreadsheet.

 

Cardfile export preview

 

Click Save to File, and save as type .xlsx. When you open the spreadsheet, go to the sheet that says Enter Data Here and format to your requirements.

 

CardFile List Export (XML, CSV)

Run a card file list based on a report or non report group. Go to Report and select CardFile List Export (XML, CSV)

 

export report to xml

 

Click Print.

 

cardfile list export save

 

Select the ellipsis [...] and choose where you would like to save your file, then select either XML or Comma Separated Values (CSV is easier to open).

 

Field

Explanation

Only Include Primary Contacts

Will only use primary contacts (not every contact), making your file smaller.

Replace empty contacts details with Primary Contact contact details

Will include every contact within a card file, and replace any missing details with the Primary Contact details.

Limited Details

Will give a much less detailed list.

 

Open the .xml or .csv file and you will see a number of rows and columns which will need to be cleaned up prior to using.

 

You can also create a card file list, right click within the list and select Export Data. This will save only the data in the list as an XLSX file for editing purposes. Selecting Export Grid will save the data in the list as an XLSX file with all headers intact (useful when there is more than one set of header rows).

 

Further information:

CardFile List

Create a CardFile List

Use CardFile List Results