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1. How to complete the basic cardfile import template.

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This topic is under 2 mins long.

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This information is used throughout Jim2 for quotes, jobs, invoices, purchase orders, reports and accounts.\nA CardFile can also be used for more than one role—for example, a Customer can also be a Vendor. A User can also be a Customer.","voice":"9Ft9sm9dzvprPILZmLJl","audioLanguage":null,"audioDuration":22.51755102040816,"captionsUrl":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/captions/cXGYnH1CCAFVBIUBoQqHs.vtt","zoomPositionX":null,"zoomPositionY":null,"zoomWidth":null,"zoomHeight":null,"playbackRate":1,"mute":null,"mediaFitMode":"Cover","mediaAlignMode":"Top","htmlCaptureId":null,"backdrop":"None","pageUrl":null,"recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"t6ZOGrQSwqa3Gx9XjEfxH","number":1,"createdAt":"2026-08-25T04:21:55.609Z","updatedAt":"2026-10-13T22:02:13.293Z","default":false,"text":"CardFiles store key information for your C**ustomers, Vendors and Users**. This information is used throughout Jim2 for quotes, jobs, invoices, purchase orders, reports and accounts.\nA CardFile can also be used for more than one role—for example, a Customer can also be a Vendor. 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Additional fields can be added or updated later using the full Import Template version.\nStart with the basics, get familiar with Jim2, and then add more information as needed.\n\nTo begin, let’s look at the **Card Code** and **Name** fields, located in **columns A and B** of the template.","voice":"9Ft9sm9dzvprPILZmLJl","audioLanguage":null,"audioDuration":32.20897959183674,"captionsUrl":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/captions/h2eLEwU_9IY1ZMKRHUERb.vtt","zoomPositionX":null,"zoomPositionY":null,"zoomWidth":null,"zoomHeight":null,"playbackRate":1,"mute":null,"mediaFitMode":"Contain","mediaAlignMode":"Center","htmlCaptureId":null,"backdrop":"None","pageUrl":null,"recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"P-S1moUfYux3D7YVx6Ifr","number":null,"createdAt":"2026-08-19T03:55:27.103Z","updatedAt":"2026-09-14T01:31:14.177Z","default":false,"text":"To bulk set up CardFiles in Jim2, we use an Import Template.\nThere are many fields available, but for your initial import, we recommend starting with the **bare essentials**. Additional fields can be added or updated later using the full Import Template version.\nStart with the basics, get familiar with Jim2, and then add more information as needed.","bgcolor":"#2e76bc","textcolor":"#fff","mouseXCooridnate":"50","mouseYCooridnate":"40.45291830241721","style":"Area","animation":"Pulse","isVisible":true,"boxWidth":100,"boxHeight":80.90583660483442,"prevslide":null,"nextslide":null,"stepId":"b8qIZ6te9qV2XlI5Vsiry","tipposition":"autostart","nextButton":true,"textVisible":true,"htmlValue":null,"aiText":"Add some hotspot text here.","aiTextVisible":false,"anchorNodeId":null,"anchorPosition":"BottomCenter","nextButtonText":"Continue","backButtonText":null,"hotspotWidth":"Large","textAlign":"Left","modalPosition":"Center","borderRadius":"Soft","nextButtonAction":"Slide","nextButtonUrl":null,"nextButtonBgColor":null,"nextButtonTextColor":null,"nextButtonDisabled":false,"backButtonAction":"Slide","backButtonUrl":null,"backButtonBgColor":null,"backButtonTextColor":null,"backButtonDisabled":false,"timelineElementId":null},{"id":"MzI2Ay_Vv96YVt1hZEssx","number":null,"createdAt":"2026-08-19T03:57:18.036Z","updatedAt":"2026-09-14T01:31:14.177Z","default":false,"text":"To begin, let’s look at the **Card Code** and **Name** fields, located in **columns A and B** of the template.","bgcolor":"#2e76bc","textcolor":"#fff","mouseXCooridnate":"8.493037460424198","mouseYCooridnate":"40.48535538031839","style":"Area","animation":"Pulse","isVisible":true,"boxWidth":16.9860749208484,"boxHeight":76.40167670456067,"prevslide":null,"nextslide":null,"stepId":"b8qIZ6te9qV2XlI5Vsiry","tipposition":"autostart","nextButton":true,"textVisible":true,"htmlValue":null,"aiText":"Add some hotspot text here.","aiTextVisible":false,"anchorNodeId":null,"anchorPosition":"BottomCenter","nextButtonText":"Continue","backButtonText":null,"hotspotWidth":"Medium","textAlign":"Left","modalPosition":"Center","borderRadius":"Soft","nextButtonAction":"Slide","nextButtonUrl":null,"nextButtonBgColor":null,"nextButtonTextColor":null,"nextButtonDisabled":false,"backButtonAction":"Slide","backButtonUrl":null,"backButtonBgColor":null,"backButtonTextColor":null,"backButtonDisabled":false,"timelineElementId":null}],"chapter":null,"videoProject":null,"comments":[]},{"id":"uKxj1hevBMClrUBl-j1qX","number":4,"text":null,"image":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/q3sZTf4-uftqUQPmZFfY9.png","video":null,"createdAt":"2026-08-18T01:29:08.421Z","updatedAt":"2026-08-25T04:22:11.276Z","demoId":"cmswvzjuw110oqma8otz5h9ey","imageWidth":"688","imageHeight":"0","mouseXCooridnate":"25.46875","mouseYCooridnate":"22.77777777777778","editedImage":null,"widthOrg":1920,"heightOrg":1080,"bgcolor":"#4f46e5","textcolor":"#fff","imgState":null,"trimStart":0,"trimEnd":100,"videoWidth":null,"videoHeight":null,"videoDuration":null,"videoProjectId":null,"audio":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/audio/X8wjdeVJzZcIO77QyZmmF.mp3","audioText":"**Card Code (column A)**\nThis is a unique identifier for each CardFile, providing a fast way of entering a CardFile into a purchase order, quote or job. Jim2 allows you to use up to 10 characters, which can be alpha, numeric or a combination of both. You can use dots, but no other characters (you cannot have spaces).","voice":"9Ft9sm9dzvprPILZmLJl","audioLanguage":null,"audioDuration":23.30122448979592,"captionsUrl":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/captions/X8wjdeVJzZcIO77QyZmmF.vtt","zoomPositionX":0,"zoomPositionY":0,"zoomWidth":60,"zoomHeight":60,"playbackRate":1,"mute":null,"mediaFitMode":"Cover","mediaAlignMode":"Top","htmlCaptureId":null,"backdrop":"None","pageUrl":null,"recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"qZ3-EsUpsngtcrAk9OhXF","number":2,"createdAt":"2026-08-18T01:29:08.421Z","updatedAt":"2026-09-14T01:31:14.177Z","default":false,"text":"**Card Code (column A)**\nThis is a unique identifier for each CardFile, providing a fast way of entering a CardFile into a purchase order, quote or job. 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Enter this information exactly as you require it to be displayed on purchase orders, quotes, invoices and statements (consider the use of upper and lower case).","voice":"9Ft9sm9dzvprPILZmLJl","audioLanguage":null,"audioDuration":16.48326530612245,"captionsUrl":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/captions/WS22g65-JiR5E7YrQ2jBC.vtt","zoomPositionX":0,"zoomPositionY":0,"zoomWidth":60,"zoomHeight":60,"playbackRate":1,"mute":null,"mediaFitMode":"Cover","mediaAlignMode":"Top","htmlCaptureId":null,"backdrop":"None","pageUrl":null,"recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"MWLBS3jx0UaCNhcop8Dxi","number":2,"createdAt":"2026-08-18T04:24:33.131Z","updatedAt":"2026-09-14T01:31:14.177Z","default":false,"text":"**Name (column B)**\nThis refers to the company’s name or the individual’s name. Enter this information exactly as you require it to be displayed on purchase orders, quotes, invoices and statements (consider the use of upper and lower case).","bgcolor":"#2e76bc","textcolor":"#fff","mouseXCooridnate":"25.005030542213213","mouseYCooridnate":"23.09071710109381","style":"Area","animation":"Pulse","isVisible":true,"boxWidth":19.85236631779671,"boxHeight":3.995872445572451,"prevslide":null,"nextslide":null,"stepId":"ntoQnM3NCVp5r79zgE-O-","tipposition":"bottom","nextButton":true,"textVisible":true,"htmlValue":"Input Capture Window","aiText":null,"aiTextVisible":false,"anchorNodeId":null,"anchorPosition":"BottomCenter","nextButtonText":"Continue","backButtonText":null,"hotspotWidth":"Medium","textAlign":"Left","modalPosition":"Center","borderRadius":"Soft","nextButtonAction":"Slide","nextButtonUrl":null,"nextButtonBgColor":null,"nextButtonTextColor":null,"nextButtonDisabled":false,"backButtonAction":"Slide","backButtonUrl":null,"backButtonBgColor":null,"backButtonTextColor":null,"backButtonDisabled":false,"timelineElementId":null}],"chapter":null,"videoProject":null,"comments":[]},{"id":"cmswvzv4f111dqma8lq3uk8yd","number":6,"text":null,"image":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/q3sZTf4-uftqUQPmZFfY9.png","video":null,"createdAt":"2026-08-17T07:02:54.543Z","updatedAt":"2026-10-13T06:04:14.763Z","demoId":"cmswvzjuw110oqma8otz5h9ey","imageWidth":"688","imageHeight":"0","mouseXCooridnate":"25.46875","mouseYCooridnate":"22.77777777777778","editedImage":null,"widthOrg":1920,"heightOrg":1080,"bgcolor":"#4f46e5","textcolor":"#fff","imgState":null,"trimStart":0,"trimEnd":100,"videoWidth":null,"videoHeight":null,"videoDuration":null,"videoProjectId":null,"audio":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/audio/0CQyNfyUVvlv0KH1MZi0n.mp3","audioText":"Let’s start with your **Customers**. These are people or businesses you sell goods or services to. A customer becomes a debtor – that is, you will invoice them and receive payments from them.\n**Note:** If a Customer is also a Vendor, you only need to create **one CardFile** and select both **Customer** and **Vendor**.","voice":"9Ft9sm9dzvprPILZmLJl","audioLanguage":null,"audioDuration":21.21142857142857,"captionsUrl":"https://media.supademo.com/cmnh2fdr800b71d0j35d6vdfu/captions/0CQyNfyUVvlv0KH1MZi0n.vtt","zoomPositionX":null,"zoomPositionY":null,"zoomWidth":null,"zoomHeight":null,"playbackRate":1,"mute":null,"mediaFitMode":"Cover","mediaAlignMode":"Top","htmlCaptureId":null,"backdrop":"None","pageUrl":null,"recordingSessionId":null,"preventScroll":false,"scrollTopOverride":null,"scrollOverrides":null,"duration":null,"transition":null,"customDescription":null,"hotspots":[{"id":"cmswvzv4f111eqma8g7fn5ljz","number":2,"createdAt":"2026-08-17T07:02:54.543Z","updatedAt":"2026-10-13T06:04:14.747Z","default":true,"text":"Let’s start with your **Customers**. These are people or businesses you sell goods or services to. 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Send the import template back to Happen for review.

","description":"

1. Send back to Happen after your first 20 samples, to ensure you are on the right track!
2. At the half way point, sent the template back in for another review.
3. Once you have listed all your Customers, email the spreadsheet to Support@happen.biz
4. You are now ready for your Vendors!

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