Importing Item Meters

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Before actually importing Items into Jim2, the data must be prepared first. The following is a list of Jim2 Items fields.

 

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

 

warning1

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

 

Field

Description/Use

Data Type

# of Chars

Example

Item Code

The Jim2 Item code

String

25

7ZC22PA

Item Description

Description of Item

String

25

HP 7ZC22PA

Item Make

Item Make

String

15

HP

Item Model

Item Model

String

15

7ZC22PA

Job Type

Sale or Service job type

String

10

Service

Default Name Only

Enter a default username

String

10

Enter user card code

Showy Serial

Show/hide serial number

Boolean

T/F

T

Serial Required

Serial number required

Boolean

T/F

T

Display Invoice Description

Display/hide invoice description

Boolean

T/F

T

Invoice Description Required

Invoice description is/not required

Boolean

T/F

T

Serial Type

Serial type

String

25







Groups

Enter Report Level 1-5

String

30 for each level

Xerox

 

Tip

When entering numbers that have a leading zero into columns, to ensure Excel does not trim off the zeroes, set the column format to Text.

 

Save the template as a spreadsheet file and close it.

 

The import is now ready to be performed. It is 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.

 

importdata

 

On the ribbon, go to Tools > Import Data.

 

import meters

 

Select Item Meters for the import destination, then click Next. Choose the spreadsheet file created earlier,

 

Tick Transpose Data which will flip the data in the spreadsheet into the Jim2 format.

 

transpose

 

Then click Open source file. Click Next and the Map fields screen will display.

 

meter import

 

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

 

item meter

 

If data has been entered and mapped correctly, when clicking Test Data, a confirmation that the data test was successful will appear. If not, rows will display coloured as per the error descriptions in top right of the above image. These errors must be corrected before proceeding.

 

Info

Test Data must be clicked before proceeding. If this is not done, a warning will pop up explaining that.

 

Click Next, then Import Data and Close.

 

item meter1

 

If Don't update existing records is ticked, any records found that match what is in the import will not be updated.

 

Further information

Create an Item

Importing Items

Importing Item Meters

Items List