# Getting started with - Data Import Tool

### **Getting started**

**Starting Data Import tool, Using Git bash** **>>** **Go to:**

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:48:19.png?version=1&#x26;modificationDate=1419859629965&#x26;cacheVersion=1&#x26;api=v2" alt=""></div>

**Run:**

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:48:38.png?version=1&#x26;modificationDate=1419859630076&#x26;cacheVersion=1&#x26;api=v2" alt=""></div>

**Once the server is started:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:48:57.png?version=1\&modificationDate=1419859630097\&cacheVersion=1\&api=v2)

**Using Data Import tool, from web browser - Go to:**&#x20;

**<http://localhost:8070/DataImportTool>**

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:49:18.png?version=1\&modificationDate=1419859630119\&cacheVersion=1\&api=v2)

### **Using Data Import Tool**

**Setting up from Front end**

**In order to start importing data, you should have created office & staff from front-end:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:49:47.png?version=1\&modificationDate=1419859630138\&cacheVersion=1\&api=v2)

### **Importing Clients**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:50:52.png?version=1\&modificationDate=1419859630157\&cacheVersion=1\&api=v2)

### **Updating details in the downloaded sheet:**

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:51:13.png?version=1\&modificationDate=1419859630183\&cacheVersion=1\&api=v2)

#### **Note:  All fields marked with an asterisk(\*) are compulsory.**

&#x20;           Drop down values should be selected, i.e. for: Office Name, Staff Name and Active.

&#x20;           Date format should be: DD-MM-YYYY

### **Uploading the sheet:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:52:4.png?version=1\&modificationDate=1419859630253\&cacheVersion=1\&api=v2)

Choose file and select the file >> then click on **submit** button to upload.

### **Re-Uploading unsuccessful import sheet**&#x20;

**If the import was not completely successful, then Re-Upload.xls sheet will be generated automatically:**

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:51:38.png?version=1\&modificationDate=1419859630204\&cacheVersion=1\&api=v2)

**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:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:52:26.png?version=1\&modificationDate=1419859630223\&cacheVersion=1\&api=v2)

### **In the same way Data can be imported**

### **Import Centers:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:52:48.png?version=1\&modificationDate=1419859630276\&cacheVersion=1\&api=v2)

### **Import Groups:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:53:7.png?version=1\&modificationDate=1419859630397\&cacheVersion=1\&api=v2)

### **Import Loans:**

To start importing Loans, you should have defined from front end:

**Currency configuration, Loan products & Charges**. (Administration => Organisation/ Products)

**Payment Types** (Administration -> System -> View Code -> Add/Edit Code Value)&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:53:28.png?version=1\&modificationDate=1419859630299\&cacheVersion=1\&api=v2)

### **Import Loan repayments:**

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:53:46.png?version=1\&modificationDate=1419859630321\&cacheVersion=1\&api=v2)

### **Import Savings:**

To start importing Savings, you should have defined from front end:

**Currency configuration, Savings products & Charges**. (Administration => Organisation/ Products)

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:54:9.png?version=1\&modificationDate=1419859630463\&cacheVersion=1\&api=v2)

### **Import fixed deposit:**

To start importing fixed deposit, you should have defined from front end:

**Currency configuration, fixed deposit products and Charges**. (Administration => Organisation/ Products)

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:54:33.png?version=1\&modificationDate=1419859630419\&cacheVersion=1\&api=v2)

### **Import recurring deposit:**

To start importing recurring deposit, you should have defined from front end:

**Currency configuration, recurring deposit products and Charges**. (Administration => Organisation/ Products)

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:54:56.png?version=1\&modificationDate=1419859630442\&cacheVersion=1\&api=v2)

**Importing RD account transaction’s:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:55:43.png?version=1\&modificationDate=1419859630488\&cacheVersion=1\&api=v2)

**Importing closing of savings account:**

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:56:7.png?version=1\&modificationDate=1419859630557\&cacheVersion=1\&api=v2)

### **Importing/Adding – Journal entries:**&#x20;

![](https://mifosforge.jira.com/wiki/download/attachments/85623153/image2014-12-29%2018:56:30.png?version=1\&modificationDate=1419859630511\&cacheVersion=1\&api=v2)

**Reference Guide:** [**https://github.com/openMF/DataImportTool**](https://github.com/openMF/DataImportTool)

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/thumbnails/85623153/image2014-12-29%2018:56:55.png?version=1&#x26;modificationDate=1419859630534&#x26;cacheVersion=1&#x26;api=v2&#x26;width=76&#x26;height=67" alt=""></div>

* Page:[Getting started with - Data Import Tool](/mifosx/user-manual/data-import-tool/getting-started-with-data-import-tool.md)
* Page:[Installation of Mifos X through github](https://mifosforge.jira.com/wiki/spaces/docs/pages/122683423/Installation+of+Mifos+X+through+github)
* Page:[Manage Centers](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-centers.md)
* Page:[Product Mix](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/products/loan-products/product-mix.md)
* Page:[Enabling Floating Rate](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/products/loan-products/loan-product-fields/enabling-floating-rate.md)


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