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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. 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 support@happen.biz

 

warning1

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.

 

Info

Jim2 fully supports XLSX format.

 

See also:

Preparing CardFiles Data

Importing CardFiles

Preparing Stock Data

Importing Stock