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Jim2® Business Engine User Manual

import data


In most cases, you will be crossing over to Jim2 from a legacy system, and will need to import data. Jim2 contains an Import Data Wizard that allows you to take data from CSV and Excel formatted files and import them into Jim2. Excel formatted files are generally the best ones to use. As you can see below, there are a quite a few import types. We will discuss CardFiles and stock import in this section. Should you require information on the other import types, please contact



Always test importing data in your Training database first!


import data front screen


First of all, it's important that you thoroughly understand the use of the fields in Jim2. This section will outline CardFile and Stock fields, how to prepare your data for use in Jim2, and how to import that data.



Jim2 fully supports XLSX format.


See also:

Preparing CardFiles Data

Importing CardFiles

Importing Contacts

Importing Opening Balance PO

Preparing Stock Data

Importing Stock

Synchronise Stock