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Installing Data Import Tool

  • I want to Install - Data Import Tool 
          You could follow the link for installation guide here:- Installing Data Import Tool 
   
Getting started with Data Import Tool 
  • I want to Start using Data Import Tool, I have installed it already 
          You could follow the link for installation guide here:- Getting started with - Data Import Tool 

Introduction to Data Import Tool 

What is data import tool?
  • An Excel-based tool created to import data into the Mifos X platform.
  •  Using this tool, one can simply download excel sheet and enter all the required information and upload the excel file.
  •  One can enter multiple clients, groups and centers information in excel sheet downloaded as separate sheet for each category.
  • Similarly one can enter multiple loan, and savings accounts given to the customers
  •  If excel sheet is uploaded successfully, your entered 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 excel sheet.
  • Importing Data can be done in different file formats.
  • Data Migration Tool allows transferring data from Mifos 2.x to Mifos X.
  • Data Migration Tool uses ETL(Extract Transfer Load) for database operations.

What you can’t do on 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.

BUT YOU CAN USE ALL THE ABOVE FEATURES IN DATA IMPORT TOOL.

Then, why do we really use Data import tool?

  • You can enter thousands of clients information in excel sheet, and once you upload it successfully, It is as good as creating thousands of clients at one shot. (saves your lots of mouse clicks)
  • Similarly you can assign loan accounts and saving accounts to thousands of clients.
  • You can do repayments for loans and deposits, withdrawals for savings as bulk using Data Import Tool.
  •  You can approve, disburse with dates for a number of loans given to the clients.

Security aspects

  • Your Mifos X username and password mentioned in data import dataimport.properties file, can be seen by unwanted 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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