In order to start importing data, you should have created office & staff from front-end:
Importing Clients
Updating details in the downloaded sheet:
Note: All fields marked with an asterisk(*) are compulsory.
Drop down values should be selected, i.e. for: Office Name, Staff Name and Active.
Date format should be: DD-MM-YYYY
Uploading the sheet:
Choose file and select the file >> then click on submit button to upload.
Re-Uploading unsuccessful import sheet
If the import was not completely successful, then Re-Upload.xls sheet will be generated automatically:
Open the sheet and check for status
In the shown example:
a) For 2nd row for client – “John”, Import was failed and the status is “activationDate : Client activation date cannot be a date before the office opening date” (Shown in red).
b) For 3rd row for client - “Anna”, Import was Successful and the status is “Imported (Shown in green)”.
After making the necessary changes, upload the same sheet again.
For this example, I am only updating for failed import i.e.:
a) For 2nd row for client – “John”, updating the “Activation date” to the Office opening date or later date.
Import Successful
On successfully completing the import, it will show the message as:
In the same way Data can be imported
Import Centers:
Import Groups:
Import Loans:
To start importing Loans, you should have defined from front end: