Jim2® Business Engine Help File

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Navigation: Managed Print Services Edition > Setup

Importing Items

Before you can actually import MPS 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.

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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	DC4C5575
Copier Make	Item Make	String	15	Fuji Xerox
Copier Model	Item Model	String	15	DC4C5575
Copier Type	Not used	String	N/A	Leave blank
Item Description	Description of Item	String	25	Fuji Xerox DC4C5575 Copier
MachineType	Mono or colour	String	10	Black, Colour
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	Xerox

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.

Go to Tools > Import Data.

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.