Page Comparison

1.1

P1

Client Data import file is an Excel format (97)

The file must be saved with .xls extension

1.2

P1

Client data import file's first few lines contain description of file. These are to be ignored. Only data after row of column headings will be imported.

1.3

P1

Import file will have columns in below

1.4

P1

First check if row should be ignored or accepted.


If only Group Global number is defined then Client will be created in that Group.
If only Branch short name is defined then Client will be created without Group mebership and will be attached directly to the Branch.
If Group Global number and Branch short name are defined then Client will be created in the related Group.
Else, accept the row, and continue doing error checks.

1.5

P1

If a row contains a cell that's missing a required field, Mifos displays an error message for each row this occurs.  Only check the rows that are not ignored.

Error in row <#>, Column <column name>: <value> does not exist

where the row # is the original row # of the import file.

1.6

P1

Date of Birth is in the format YYYY-MM-DD.  If any value under Date column does not start in format of YYYY-MM-DD, then Mifos displays an error message for each row this occurs.

Error in row <#>, Column Date of Birth: Invalid date: <value>

where the row # is the original row # of the import file.
If Date of Birth is a future date, then Mifos throws this error message:
Error in row <#>, Column Date of Birth: Date of birth cannot be a future date

1.7

P1

If Date of Birth is greater or lower than specified age range in configuration file then Mifos throws this error message:
Error in row <#>, Column Date of Birth: Given age is out of range. Age must be between <value> and <value>

1.8

P1

If Branch short name and Group global number are not defined in the file then Mifos throws an error message

Error in row <#>: You must specify either Branch short name or Group global number

where the row # is the original row # of the import file.

1.9

P1

If cell contains value which is not defined in Mifos (Define Lookup options), then Mifos throws this error message:

Error in row <#>, Column <column name>: Invalid cell value: <value>

1.10

P1

If there is no Status column in the file, create Client in Mifos in Pending Approval status.

1.11

P1

If there is Status column in the file, create Client in Mifos in specified state.
If status of Client is greater than status of the Group, then Mifos throws this error message:
Error in row <#>, Column <column name>: Group status should be higher than that of Client

1.12

P1

If Group is in wrong state, then Mifos thrwos the following errors:
For Closed Group:
Error in row <#>, Column <column name>: Group with global number <global number> is closed
For Cancelled Group:
Error in row <#>, Column <column name>: Group with global number <global number> is canceled

1.13

P1

If Group Global number does not matach with any Global number defined in Mifos, then the following error message is displayed:
Error in row <#>, Column <column name>: Invalid group global number <global number>

1.14

P1

Check if the same Client has been imported or already exists in Mifos. If so, then throw an error message:

Error in row <#>, Column <column name>: Client already exists

1.15

P1

Check if Client with the same global number has been imported or already exists in Mifos. If so, then throw an error message:

Error in row <#>, Column <column name>: Duplicate global number: <value>

1.16

P1

If file is not in .xls format then Mifos throws this error:
Error loading file <file name>

1.17

P1

If mandatory field is not defined in the file, then Mifos throwsthis error message:
Error in row <#>, Column <column name>: Empty mandatory field

1.18

P1

If there are no active Loan Officers in Branch to which Client will be imported then Mifos throws this error message:
Error in row <#>, Column <column name>: No active loan officers in office <value>

1.19

P1

If file doesn't contain enough number of cells or rows then Mifos throws the following errors:
Not enough input cells
or
Not enough input rows

1.20

P1

If specified Office short name does not match any Office short names in Mifos, then this error message is dispalyed:
Error in row <#>, Column <column name>: Office <value> does not exist

1.21

P1

After clicking on Continue, Mifos will display the Review & Submit screen with the following:

Review the information below.  Click Submit if you want to continue with import or click Edit to make changes. Click Cancel to return to Admin page without submitting information.

Import information

Import file name: <name of file>
Import Status:

<# read> rows were read
       <# imported> rows contained no errors and will be imported
       <# ignored> rows will be ignored  
       <# error> rows contained errors and were not imported

List all rows with error messages in red

1.22

P1

User can then either

1. Click on 'Edit:Client information' button to go back to previous screen and upload new file.
2. Continue with import and 'Submit' button.
3. Cancel out of the workflow (returning to Admin screen).

1.23

P1

If User clicks on Submit, Mifos imports the file and displays confirmation screen that import was successful. 

1.24

P1

There is no option to revert a file upload once it has been submitted.

Client Global Num

Yes

Client Global number is a System ID number. IMPORTANT: it is not ID number from the database! This number can be defined by the user.

Global number is unique in Mifos. Check if the same number doesn't exist in Mifos before import.

Import

Alphanumeric

BSA122789563-5

Branch Short Name

Yes

Short name of the Branch Office.

Check if this short name matches Branch Short Name definedin Mifos.

Evaluate

Alphanumeric (3 characters long)

AS1

Group Global Num

Yes

Group Global number is a System ID number. IMPORTANT: it is not ID number from the database!

Check if this number matches Group Global number definedin Mifos.

Evaluate

Numeric

0006-0000000012

Salutation

Yes

Lookup option defined on 'Define Lookup options' page in Mifos.

Value should match lookup option defined in Mifos.

Import

Options defined by HO

Mr

First Name

Yes

Client First Name  

Combination of First, Last name and Date of Birth is unique in Mifos.

Import

100 characters

Michael

Middle Name

No

Client Middle Name

N/a

Import

100 characters

John

Last Name

Yes

Client Last Name

Combination of First, Last name and Date of Birth is unique in Mifos.

Import

100 characters

Collins

Second Last Name

No

Client Second Last Name

N/a

Import

100 characters

Adams

Government ID

No

Government ID  

N/a 

Import

Alphanumeric 

123Ad45

Date of Birth

Yes

Date of birth

Date of Birth should not be a future date, should match specified age range and should be in proper format.

Import

YYYY-MM-DD

2011-02-20

Gender

Yes

Male or Female

Gender can be Male or Female

Import

Male, Female

Male

Marital Status

No

Marital status

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Married

Number of children

No

Number of children

Value shoud be numeric.

Import

Numeric (0-30)

2

Citizenship

No

Citizenship

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Non-Citizen

Ethnicity

No

Ethnicity

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Indian

Education Level

No

Education Level

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Both Illiterate

Activities

No

Activities

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Trading

Poverty Status

No

Poverty Status

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Poor

Handicapped

No

Handicapped

Value should match lookup option defined in Mifos.

Import

Options defined by MFI

Yes

Spouse/Father Relationship

No

Spouse/Father Relationship

Father or Spouse

Import

Father, Spouse

Father

First Name

No

First Name

N/a

Import

100 characters

Jason

Middle Name

No

Middle Name

N/a

Import

100 characters

Aron

Last Name

No

Last Name

N/a

Import

100 characters

Collins

Second Last Name

No

Second Last Name

N/a

Import

100 characters

Adams

Address

No

Address

N/a

Import

100 characters

Main Street 1

City/District

No

City/District

N/a

Import

100 characters

Phoenix

State

No

State

N/a

Import

100 characters

Arizona

Country

No

Country

N/a

Import

100 characters

United States

Postal Code

No

Postal Code

N/a

Import

Numeric

67-2345

Telephone

No

Telephone

N/a

Import

Numeric

678543120

Recruited By

No

Assigned Loan Officer

Loan Officer specified in file should exist in Mifos.

Import

Alphanumeric

Loan Officer

Status

No

Status of the Client

Status of the Client shoud not be higher than Group status. If this field is empty, Client should be created in Pending Approval state.

Import

Partial Application, Pending Approval, Active

Active