Data Import Tool

Installing Data Import Tool

  • I want to Install the Data Import Tool

The installation guide is available at this link: Installing Data Import Tool

Getting started with Data Import Tool

Introduction to Data Import Tool

What is Data Import Tool?

  • Data Import Tool is a Microsoft Excel-based tool created to import data into the Mifos X platform.

  • Using this tool, one can download Excel sheets, enter all the required information in the Excel sheet itself and upload it.

  • One can enter multiple clients, groups and centers information in the Excel sheets downloaded as a separate sheet for each category.

  • Similarly, one can enter information about multiple loan accounts and savings accounts given to the customers.

  • If the Excel sheet is uploaded successfully, the updated information will be shown instantly on Mifos X.

Data Import Tool vs. Data Migration Tool

  • Data Import Tool allows you to transfer data and perform load operations between a database and external files (like Microsoft Excel sheets).

  • Importing data can be done in different file formats.

  • Data Migration Tool allows users to transfer data from Mifos 2.x to Mifos X.

  • Data Migration Tool uses ETL (Extract Transfer Load) for database operations.

What You Can’t Do Using Data Import Tool

  • You can’t create offices and employees.

  • You can’t define currencies and funds.

  • You can’t create loan products, savings products, and their respective charges.

  • You can’t create users and set them definite roles and permissions.

  • Data table inputs cannot be captured.

  • You cannot update client details.

  • You cannot enter loans in partial state.

HOWEVER, the Data Import Tool allows you to perform all the operations listed above.

Then, why do we need the Data Import Tool?

  • You can enter information about thousands of clients in a Microsoft Excel sheet, and once you upload it successfully, It is as good as creating thousands of clients in one-shot (saves time and improves efficiency).

  • Similarly, you can assign loan accounts and saving accounts to thousands of clients at once.

  • You can do repayments for loans and deposits, withdrawals for savings as bulk using Data Import Tool.

  • You can approve loans and disburse with dates for a number of loans given to the clients.

Security aspects:

  • Your Mifos X username and password mentioned in file can be seen by unauthorized users.

  • You need to keep the file either hidden or password protected so that only authorized users can access the file.

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