Show/Hide Toolbars

Jim2® Business Engine Help File

import data

 

In most cases, businesses will be crossing over to Jim2 from a legacy system, and will need to import data, or there may be times where you wish to import bulk data. Jim2 contains an Import data wizard for this purpose.

 

This wizard allows taking data from CSV and Excel formatted files and importing them into Jim2. Excel formatted files are generally the best ones to use.

 

import data front screen

 

The import types available are for:

Stock

CardFiles

Opening Balances (debtors and creditors)

Items

Contacts

Non report groups

Projects

Stock location procurement, including adding attributes to import

Stock vendor pricing

Stock pricing

Assets

Item Meters

Contract Finance

 

Info

Assets, Item Meters and Contract Finance relate to Managed Print Services.

 

Information on importing card files, stock, contacts, Items, non report groups and opening balance imports can be found in this section. The import process for all is very similar.

 

Spreadsheet templates can be obtained by contacting support@happen.biz

 

It is also possible to synchronise stock, ie. export stock, make amendments in the spreadsheet and import it.

 

warning1

Always test importing data in the Training database first!

 

It is important to thoroughly understand the use of the fields in Jim2. This section will outline the fields, how to prepare the data, and how to import that data.

 

Info

Jim2 fully supports XLSX format.

 

Further information

Importing Data

Importing CardFiles

Importing Contacts

Importing Items

Import Non Report Groups

Importing Opening Balance PO

Preparing CardFiles Data

Preparing Stock Data

Importing Stock

Synchronise Stock