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Getting started with - Data Import Tool

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Introduction to Data Import Tool

What is data import tool?

An Excel-based tool created to import data into the MifosX 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, 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 theirs 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 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 yours 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, withdraw for savings as bulk using Data Import Tool.
You can do approve, disburse with dates for a number of loans given to the clients.

Security aspects

Your mifosX username and password mentioned in dataimport.properties file can be seen by unwanted users.
Need to keep the file either hidden or password protected so that only authorized users can access the file.

Getting started

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

Run:

Once the server is started:

Using Data Import tool, from web browser - Go to:

Using Data Import Tool

Setting up from Front end

In either to start importing data, you should have created office & staff from front-end:

Importing Clients

Updating details in the downloaded sheet:

Note: All * marked fields are compulsory.

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

Date format should be: DD-MM-YYYY

Uploading the sheet:

Choose file & 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 & check for status

In the shown example:

a) For 2^nd 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 3^rd row for client - “Anna”, Import was Successful and the status is “Imported (Shown in green)”.

After changing the necessary changes upload the same sheet again.

For here in example, I am only updating for failed import i.e.:

a) For 2^nd 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: