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Jim2® Business Engine Help File

This is an example of the ready-made a spreadsheet template that will help you import your stock data. Simply paste your data into this table, matching your legacy database into the Jim2 Stock fields, following the rules in the Preparation for Jim2 Implementation document which will be given to you by Happen Business. If you don't have this document, please contact



Not all fields are showing in this image


Please see Preparing Stock first.



All yellow highlighted fields must be filled in.


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.




Select Import destination: Stock.


Import data from: a spreadsheet file saved earlier.




Source File Name: Where your saved a spreadsheet stock template is.


Click Open Source File for Jim2 to test opening this file and count the number of records to import.


Select the correct sheet from a spreadsheet file to use.


Click Next.




If you have followed the template correctly, the fields should match already. The Map Fields function is very simple to use. The Source Field reads from the a spreadsheet field headers, then loads a sample of data from the first record row.


If you don't have lots of data in the first record, you can select the black arrow to get Jim2 to read from any subsequent record so you can see a sampling of the data, and be sure you are matching up your fields correctly.


black arrow highlighted


From the drop-down list in the Destination Field Name column you should select the corresponding field in Jim2:




You can load up previous mapping (think of them like pointer files for Jim2), or you can save your mapping file in case you have to do an import at some point again in the future. This is useful if an earlier import attempt of this file failed, and you had to make changes to your Jim2 setups (not your stock data). You can elect to Use existing data for subsequent import attempts.


use existing data



It is important to remember that the mapping file only saves the mapping from one field to another – not the actual data being mapped itself. All the mapping file saves you doing is having to choose from all the drop-down list again, but you will still need your a spreadsheet files as data to import.


After you have mapped your fields, click Next.


Click Load data from file for Jim2 to load the data from the spreadsheet and test it.


load grid for stock import




Jim2 will colour code anything that is erroneous – see Error descriptions (top right in image above).



When importing stock, current and new report level groups can be included. If the cell background is coloured grey, this means these new report levels will be added to Jim2. It can also highlight spelling/typographical errors in the group name if the group already exists.




Use the drop-down list to select the values required to fix the record. After fixing any erroneous records, click Test Data for Jim2 to check the records again.




This time the data test is successful, so click Next to continue.




Up to now you've only been testing the data, and not actually importing it. From this screen Jim2 will confirm once again what database and section you are importing into, as well as the number of records being imported. You can choose whether to update existing records (overwrite) or not by ticking/unticking Don't update existing records.


Select Print report after Import if you want Jim2 to generate a report listing for your imported records. When you are ready, click Import data.




Jim2 will confirm how many records were added/updated.


Click Close to exit the Import Wizard.


Further information:

Preparing CardFiles Data

Importing CardFiles

Importing Contacts

Importing Data

Import Non Report Groups

Importing Opening Balance PO

Preparing Stock Data