Show/Hide Toolbars

Jim2® Business Engine Help File

Before importing contacts into Jim2, the data must be prepared first. The following is an explanation of Jim2 Contacts fields.

 

If more types are required, add a new line in the spreadsheet for that contact type using the same CardCode and Name.

 

For example:

First import Contact Types: Phone, Email, Mobile.

Second import Contact Types: Web, Email Accounts, etc. using the same Contact Type fields, ie. Contact Type, Contact Type 2, etc.

 

Info

This spreadsheet allows for importing multiple contacts.

 

Create a spreadsheet based on the table below.

 

Quality

It is very important to get the data right at this stage – the correct spelling, the look required, 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

CardCode

Jim2 card code

String

10

ADV.KNOW

Primary Contact

Make primary

Boolean

T/F

T

Title

Salutation

String

4

Mr, Mrs.

First Name

Christian name

String

25

Jim

Middle Name

Middle name

String

25

Alexander

Last Name

Surname

String

25


Display Name

Display name

String

51

Jim Jones

Gender

Gender

String

1

M or F

JobTitle

Position

String

50

Manager

Department

Department

String

50

Production

Contact Type

Contact type, ie. phone

String

20

Phone

Value1

Enter the contact details

String

10

02 8765 8765

Comments 1

Enter additional information

String

25

Away on Tuesdays

Contact Type 2

Contact type, ie. Mobile

String

20

Mobile

Value 2

Contact details

String

10

0400 000 111

Comments 2

Enter additional information

String

25

Don't call after hours

Contact Type 3

Contact type, ie. Email

String

25

Email

Value 3

Contact details

String

-

jim@advance.com.au

Comments 3

Enter additional information

String

25

Retiring soon.

 

Tip

When entering numbers that have a leading zero in some columns, to ensure Excel does not trim off the zeroes, set the column format to Text or add an apostrophe (') prior to the 0.

 

Save the template as a spreadsheet file (XLSX) and close the spreadsheet.

 

warning1

Always test importing data in the Training database first!

 

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. It is not necessary to log all users out, however.

 

import data

 

On the ribbon, go to Tools > Import Data.

 

contacts destination

 

Select Contact for the import destination, then click Next.

 

Info

If you receive a warning stating Too many columns, copy only populated cells into a new spreadsheet and try again.

 

Choose the spreadsheet file created earlier, then click Open source file. Click Next and the Map fields screen will display.

 

contacts mapping

 

Map Source Field Name to Destination Field Name as above.

 

Click Next, then Load data to grid from source.

 

If data has been entered and mapped correctly, a confirmation that the data test was successful will appear.

 

Click Next, then Import Data and Close.

 

Further information

Import Data

Import CardFiles

Import Items

Import Non Report Groups

Import Opening Balance PO

Preparing CardFiles Data

Preparing Stock Data

Import Stock

Synchronise Stock