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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

Update Multiple CardFiles

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Jim2 can export existing card file records. These records can be changed/updated, then Jim2 can import the amended records via Tools > Import Data. The data is required to be presented in a very specific manner, ie. .xls, .XLSX, or CSV file format.


The column headings and column formats required are included in CardFile import template files available from Happen Business.


Synchronising/updating requires matching the current card code, then importing the information that has changed, eg. payment terms, price level, credit hold, branch, etc.


The processes of importing and synchronising also require a mapping file. This file (.j2m) is a file that matches the column headings in the card file to the field names in Jim2. Numerous .j2m files can be saved, then reused when synchronisation is required.



Please ensure to back up your live database before importing synchronised card files. It's also a good idea to perform this import in your training database first, to ensure everything is correct.


In this example, we wish to change the customer terms.

1.Create a card file list of the customers you would like to amend.

create cf list

2.Untick all except Customer.

3.Select Advanced List.

4.Choose the Terms that are to be changed, ie. 7 Days Net.

5.Click Run.

6.Right click in the list and choose Export CardFile Data.

export cardfile data

7.Choose where to save your file, and save in .xlsx format.

8.Open the exported spreadsheet and delete the columns/fields that are not being changed.


You must keep the Card Code field to ensure correct mapping.

9.Save and close the file.

10.Import the amended records via Tools > Import Data, then use the Synchronise button.


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

Add Multiple CardFiles

Add User Details

Add Vendor Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types


CardFile Footer

CardFile Form Tabs

CardFile Header

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Reports

CardFile Security

CardFile Setup

CardFile Types


CardFiles at a Glance


Create a CardFile List

Export a CardFile List

Export Email Contact Report

Import CardFiles


Quick Add CardFile

Reassign Users

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

View CardFile Transactions

View or Edit a CardFile