Existing cardfile records can be exported in a spreadsheet format. These can be amended, then Jim2 can import them via Tools > Import Data. The data is required to be presented in a very specific manner, ie. XLS, XLSX, or CSV file format.
The column headings and column formats required are included in CardFile import templates available from support@happen.biz although these templates are only required for importing new information.
Synchronising/updating requires matching the current card code, then importing the information that has changed, eg. payment terms, price level, credit hold, branch (if branches are enabled), etc. This is easily achieved by exporting the cardfile information, removing any fields that don't require change (always keep the Card Code field) and amending the appropriate fields.
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The Card Code field must be kept to ensure correct mapping. |
The processes of importing and synchronising also require a mapping file. This file (.j2m) is a file that matches the column headings in the cardfile to the field names in Jim2. Numerous .j2m files can be saved, then reused when synchronisation is required. If the import template has been supplied by Happen, the headings and fields should already match.
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Please ensure to back up the live database before importing synchronised cardfiles. It is also good practice to perform this import in the training database first, to ensure everything is correct. |
You can export all cardfile data, cardfile contact data only or cardfile non report groups to make changes.
This example explains how to change a list of customers' terms and price levels.
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Note: The terms and price levels need to be set up via Tools > Setups > CardFiles first. |
1.Create a CardFile List of the customers to amend.
2.Untick all except Customer.
3.Click Run.
4.Select the CardFile List Export (Jim Import Format) report in the ribbon, the click the Excel icon to save the file.
7.Open the exported spreadsheet and delete any extra sheets, keeping only the sheet to be updated.
8.Delete the columns/fields that are not being changed, but keep the Card Code column. Make the change in the Customer Terms and Price Level columns.
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The Card Code field must be kept to ensure correct mapping. |
9.Save and close the file.
10.Import the amended records via Tools > Import Data, selecting Card File as the desintation.
11.Then map the fields if necessary:
12.On the next screen, select Load data to grid from source. You will receive an error warning, which you can disregard. Click Synchronise and you will receive a data test successful message. This step is important as it ensures everything is ok to bring in to Jim2.
The following will pop to screen. Click OK to continue.
13.Click Next and import the file into Jim2.
You can also use the CardFile List Export (Jim Import Format) report in the ribbon. This will export the following fields:
CardCode, Name, Contact, Address Line 1, Address Line 2, Address Line 3, Suburb, State, Post Code, Country, Delivery Address Line 1, Delivery Address Line 2, Delivery Address Line 3, Delivery Suburb, Delivery State, Delivery Post Code, Delivery Country, ABN, Customer, Customer Price Level, Customer Terms, Customer Tax Paid, Customer Credit Limit, Customer Credit on Hold, Customer Delivery Details, Customer statement send via, Customer Account Manager, Customer invoice via, Cust BPay Ref, Vendor, Vendor Terms, Vendor Tax Paid, Vendor BSB, Vendor Bank Acc, Salutation, First Name, Middle Name, Last Name, Display Name, Job Title, Department, Phone, Fax, Mobile, Email, Web Page, Region, Ship Card, Ship Parent Card Code
Further information
Bulk Update CardFiles with BPAY Ref
Export a CardFile Report to Spreadsheet