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Jim2® Business Engine Help File

Before you can actually import Items into Jim2, you must prepare the data first. The following is a list of Jim2 Items fields.

 

Happen provides a spreadsheet template that you can use to import your data into Jim2, so please contact support@happen.biz to obtain it.

 

warning1

It's very important to get the data right at this stage – the way you want to spell it, the way you want it to look, all the records verified. It's a lot easier and quicker to amend it now in a spreadsheet than later when it's in database form.

 

Explanation of fields in the items template:

 

Field

Description/Use

Data Type

# of Chars

Example

ItemCode

The Jim2 Item code

String

25

MS.INTERNET

Make

Item Make

String

15

N/A

Model

Item Model

String

15

N/A

Type

Not used

String

N/A

Leave blank

Item Description

Description of Item

String

25

Managed Internet Billing

MachineType

Mono or colour

String

10

N/A

Job Type

Sale or Service job type

String

10

Service

Show Serial

Show/hide serial number

Boolean

T/F

T

Serial Required

Serial number required

Boolean

T/F

T

Serial Type

Leave blank or assign job#

String

25

Leave Blank

Display Invoice Description

Display/hide invoice description

Boolean

T/F

T

Invoice Description Required

Invoice description is/not required

Boolean

T/F

T

Default Name

Enter a default user name if required

String

10

Enter user card code

Default Name Only

Only allow the default name user

Boolean

T/F

T

Report Levels 1 to 5

Enter Report Level

String

30 for each level

IT Clients

 

Save your template as a spreadsheet file and close a spreadsheet.

 

Now you are ready to do the import. It's best when doing the import (for speed and good database practice) to choose a reasonably quick machine/server and not have users actually logged on to the database.

 

import data

 

Go to Tools > Import Data.

 

items destination

 

Select Item for your import destination, then click Next. Choose the a spreadsheet file you have created, then click Open source file. Click Next and the Map fields screen will display.

 

item map fields

 

Map Source Field Name to Destination Field Name as above. Click Next, then Load data to grid from source.

 

load item data

 

If data has been entered and mapped correctly, you will receive confirmation that the data test was successful.

 

Click Next, then Import Data and Close.

 

item import finish

 

Further information:

Managed Services Options

Set Up Actions

Set Up Project Types

Stock Yield Types