mifos
  1. mifos
  2. MIFOS-5394

Import Client data from Excel file

    Details

      Description

      Currently, there is no functionality in Mifos to import Client data from Excel file (.xls or .csv). It would be good to add such functionality which allows to automatically create a large number of Clients instead of manually creating them one by one in UI.

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          Activity

          Lukasz Chudy created issue -
          Lukasz Chudy made changes -
          Field Original Value New Value
          Attachment Client_Data_Import_Template.xls [ 15949 ]
          Hide
          Lukasz Chudy added a comment - - edited

          I added exemplary template file for importing Client data.

          Show
          Lukasz Chudy added a comment - - edited I added exemplary template file for importing Client data.
          Hide
          hugotechnologies added a comment -

          Great Idea. We can overcome the current challenges which we are facing during implementation.
          MFI are not able to provide 100% data while implementing mifos solution. In our case our customers took almost 3-4 months for collating complete data for live. This is leading to delay in go-live.
          Having such upload will ease the go-live plan and customers need not rely on us.

          Show
          hugotechnologies added a comment - Great Idea. We can overcome the current challenges which we are facing during implementation. MFI are not able to provide 100% data while implementing mifos solution. In our case our customers took almost 3-4 months for collating complete data for live. This is leading to delay in go-live. Having such upload will ease the go-live plan and customers need not rely on us.
          Lukasz Chudy made changes -
          Attachment Client_Data_Import_Template.xls [ 15949 ]
          Lukasz Chudy made changes -
          Attachment Client_Data_Import_Template.xls [ 15991 ]
          Hide
          FINA added a comment - - edited

          Thanks again for this idea Lukas. See few questions / comments below:

          1. Where is the column with the ID and/or name of the center?
          2. What about to have the file name convention Client_Data_XXXX.YYYY.MM.DD.xltx
            #*XXXX - Center Number
            • YYYY - Year: 2012 , 2013, etc.
            • MM - Month : 01 | 02 | 03 | …. |12
            • DD- Day 01 | 02 | …. | 31
          3. Instead of lists I think better to use “reference validation lists” see in attached file D5. If some one will need new solution all he will need just to add it in “ref” sheet under the Salutation. (Same applies for other columns with the drop down lists).
          4. Will be better to use XLTX as file template.
          5. What about using only 2 sheets: “Client Details” and “REF” (I think you do not need 3rd sheet (sheet3 in your file)
          6. If you do not have any reference to cells I think will be better to delete rows 1,2,3.
          7. What about comments for each header? (see attached)

          Thanks, FINA team

          P.S.
          If you like those approaches I will continue working on file (see attached)

          Show
          FINA added a comment - - edited Thanks again for this idea Lukas. See few questions / comments below: Where is the column with the ID and/or name of the center? What about to have the file name convention Client_Data_XXXX.YYYY.MM.DD.xltx #*XXXX - Center Number YYYY - Year: 2012 , 2013, etc. MM - Month : 01 | 02 | 03 | …. |12 DD- Day 01 | 02 | …. | 31 Instead of lists I think better to use “reference validation lists” see in attached file D5. If some one will need new solution all he will need just to add it in “ref” sheet under the Salutation. (Same applies for other columns with the drop down lists). Will be better to use XLTX as file template. What about using only 2 sheets: “Client Details” and “REF” (I think you do not need 3rd sheet (sheet3 in your file) If you do not have any reference to cells I think will be better to delete rows 1,2,3. What about comments for each header? (see attached) Thanks, FINA team P.S. If you like those approaches I will continue working on file (see attached)
          Hide
          Lukasz Chudy added a comment -

          Hi George,

          Thanks for your comments.

          Ad.1 Center ID is not necessary because Client can be attached to Group or directly to the Branch. So, I think that it is enough to specify either Group ID or Branch short name.

          Ad.2 I think that every user may want to have his own convetion so it will be better to not specify any convetion and accept ever file name.

          Ad.3 I like this idea. It is more convenient to use "ref" sheet than predefined lists.

          Ad.4 Is there any special reason why you want to use .xltx? I used .xls because it is consistent with current 'Import transactions' functionality.

          Ad.5 Yes, 2 sheets are enough (3 sheet is unnecessary).

          Ad.6 It doesn't matter if these rows are present or not. In 'Import transactions' functionality there are 20 rows without any reference. So I think that we can keep them as they are now.

          Ad.7 Where is your attached file?

          So, If you want to continue working on file then it would be good if you replace lists with “reference validation lists”.

          Thanks,
          Lukasz

          Show
          Lukasz Chudy added a comment - Hi George, Thanks for your comments. Ad.1 Center ID is not necessary because Client can be attached to Group or directly to the Branch. So, I think that it is enough to specify either Group ID or Branch short name. Ad.2 I think that every user may want to have his own convetion so it will be better to not specify any convetion and accept ever file name. Ad.3 I like this idea. It is more convenient to use "ref" sheet than predefined lists. Ad.4 Is there any special reason why you want to use .xltx? I used .xls because it is consistent with current 'Import transactions' functionality. Ad.5 Yes, 2 sheets are enough (3 sheet is unnecessary). Ad.6 It doesn't matter if these rows are present or not. In 'Import transactions' functionality there are 20 rows without any reference. So I think that we can keep them as they are now. Ad.7 Where is your attached file? So, If you want to continue working on file then it would be good if you replace lists with “reference validation lists”. Thanks, Lukasz
          Hide
          FINA added a comment - - edited

          Thank you for your feedback Lukaz,
          1- Have to be checked
          2- Agree. Is it possible for Loan officer A to import file prepared by Loan Officer B?
          3- Thanks , Will continue doing that and will upload file.
          4- We can use .xlt (template for xls). Using template format instead of xls will be useful for low skilled users, they never will destroy template as it will suggest “save as XLS”. Final file will be saved in XLS. Of course on addition file will be protected. there is some issues with validation to references in XLS/XLT files when user working in MS Office 2010. Will keep you informed
          5- Thanks
          6- Did not get you ( coz I never used “Import transactions” , please see file and let me know if it is ok.
          7- File will be attached soon.
          Thanks
          George

          Show
          FINA added a comment - - edited Thank you for your feedback Lukaz, 1- Have to be checked 2- Agree. Is it possible for Loan officer A to import file prepared by Loan Officer B ? 3- Thanks , Will continue doing that and will upload file. 4- We can use .xlt (template for xls). Using template format instead of xls will be useful for low skilled users, they never will destroy template as it will suggest “save as XLS”. Final file will be saved in XLS. Of course on addition file will be protected. there is some issues with validation to references in XLS/XLT files when user working in MS Office 2010. Will keep you informed 5- Thanks 6- Did not get you ( coz I never used “Import transactions” , please see file and let me know if it is ok. 7- File will be attached soon. Thanks George
          Hide
          FINA added a comment - - edited

          Dear Lukaz, Please see attached file: new.Clients.XXXX.YYYY.MM.DD.xltx . It is still in xltx format, because I have MS Office 2010 and having some problems to use "Ref List Validation" rules in old format XLX. It is working but givving warning that "data can be lost" , therefore I will check everything on MS Office 2003. (Not nice to give users template with warnings).

          Naming convention also was left , even we will not use it (or will change it) I think it will be useful for loan officers to keep and find files in their computers. We can remove it if you & other users disagree.

          P.S. This is still draft version. Your comments are very welcome.

          Show
          FINA added a comment - - edited Dear Lukaz, Please see attached file: new.Clients.XXXX.YYYY.MM.DD.xltx . It is still in xltx format, because I have MS Office 2010 and having some problems to use "Ref List Validation" rules in old format XLX. It is working but givving warning that "data can be lost" , therefore I will check everything on MS Office 2003. (Not nice to give users template with warnings). Naming convention also was left , even we will not use it (or will change it) I think it will be useful for loan officers to keep and find files in their computers. We can remove it if you & other users disagree. P.S. This is still draft version. Your comments are very welcome.
          FINA made changes -
          Attachment new.Clients.XXXX.YYYY.MM.DD.xltx [ 15994 ]
          Paweł Gesek made changes -
          Assignee Paweł Gesek [ pgesek ]
          Hide
          Paweł Gesek added a comment -

          Feature added in commit 3128cfa206b1f7ad96737a02643d5bc6ebb771a7

          Show
          Paweł Gesek added a comment - Feature added in commit 3128cfa206b1f7ad96737a02643d5bc6ebb771a7
          Paweł Gesek made changes -
          Status Open [ 1 ] Ready for Testing / Resolved [ 5 ]
          Resolution Fixed [ 1 ]
          Hide
          Lukasz Chudy added a comment -

          Verified on 14.03.2012
          Client data import functionality has been implmented properly and is working as expected.

          Show
          Lukasz Chudy added a comment - Verified on 14.03.2012 Client data import functionality has been implmented properly and is working as expected.
          Lukasz Chudy made changes -
          Status Ready for Testing / Resolved [ 5 ] Ready for Showcase [ 10007 ]
          Jakub Sławiński made changes -
          Fix Version/s 2.3.0-RC1 [ 11034 ]
          Ed Cable made changes -
          Link This issue relates to MIFOS-5492 [ MIFOS-5492 ]
          Lukasz Chudy made changes -
          Attachment Client_Data_Import_Template.xls [ 15991 ]
          Lukasz Chudy made changes -
          Attachment Client_Data_Import_Template.xls [ 16042 ]
          Lukasz Chudy made changes -
          Attachment Client_Data_Import_Template.xls [ 16042 ]
          Lukasz Chudy made changes -
          Attachment Client_Data_Import_Template.xls [ 18480 ]

            People

            • Assignee:
              Paweł Gesek
              Reporter:
              Lukasz Chudy
            • Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved: