Data Import Tool

Step 1 :

Enter your offices and staff through the front-end app provided with MifosX.

Step 2 :

Download template to help facilitate Clients Import.

Step 3:

Download template to help facilitate Centers Import.

Step 4:

Download template to help facilitate Groups Import.

Step 5:

Enter your Currency Configuration, Funds, Charges, Loan Product configuration (Administration -> Organisation) and Payment Types (Administration -> System -> View Code -> Add/Edit Code Value) through the UI.

Step 6:

Download template to help facilitate Loan Import.

For quick import of outstanding balances of each loan, use the entire template OR leave the last 3 columns empty and proceed to Step 5 for importing complete repayment history for each loan.

Step 7:
(Optional)

Download template to help facilitate import of Loan Repayment History.

Step 8:

Enter your Savings Product configuration (Administration -> Organisation) through the UI.

Step 9:

Download template to help facilitate Savings Import.

For quick import of current balances of each savings account, enter the current balance as Minimum Required Opening Balance OR proceed to Step 8 for importing complete transaction history for each savings account.

Step 10:
(Optional)

Download template to help facilitate import of Savings Transaction History.

Step 11:

Enter your Fixed Deposit Product configuration (Administration -> Organisation) through the UI.

Step 12:

Download template to help facilitate Fixed Deposit Import.

Step 13:

Enter your Recurring Deposit Product configuration (Administration -> Organisation) through the UI.

Step 14:

Download template to help facilitate Recurring Deposit Import.

Step 15:
(Optional)

Download template to help facilitate import of Recurring Deposit Account Transaction History.