Client Data Import

Release	2.2
Status:	To be implemented

Introduction

A lot of users need functionality which allows them to create a large number of clients automatically by importing them from Excel file. This option should save a lot of time and effort in comparison to the manual creation of each client in UI. This requires the following:

Ability to import new Clients in any states with all necessary information. It should be possible to import Client inside Group and without Group. Configuration properties should be taken into account. Mandatory fields defined in Mifos should also have impact on importing information.
Import functionality should accept Excel files in .xls format. There should be no difference between clients created manually and by import.

User Stories

Priority	User Story	Section in FR
1	As a user, I want to be able to import a file with all Clients, so that they will be properly created in Mifos. I expect that there are no differences between Clients created manually and by import.
1	As a user, I want to have ability to define the Customer Global Number.
1	As a user, I want to be able to see errors in import and be able to correct them.

Goals

Ability to import file with Client data so that Mifos can create Clients in the specified state.
Properly displays rows read, ignored, errored, and imported during import.

Non-Goals

The following items will not be addressed in this version of the feature:

Ability to import file with different or switched columns
Ability to import Client data when Center hierarchy is turned off.
Ability to specify meeting information during import.
Ability to create default savings accounts for clients during import.

Basic flow in Mifos UI

1. Log in to Mifos.

2. Switch to 'Admin' tab.

3. Click on 'Import client data' link in 'Manage Imports and Exports' section as it is shown below:

4. Import Client data page will be loaded as it is shown below:

5. Choose previously prepared .xls file by clicking on 'Browse' button.
6. If the right .xls file is chosen, click on 'Review' button.
4. Mifos imports file and checks for any errors. If there are no errors, Mifos displays Review and Submit screen with “There are no errors found. Click Submit to continue with import.

Mifos Permissions and Mandatory Fields

Use Cases

Use Case – User without permissions to create Clients and to import Client data tries to import Client data

Actors

User without permissions to create Client

Preconditions

Only Adminstrator/Loan Officer has permissions to import client data.
User without permissions to create Client should not also has permission to import Client data.

Basic Flow

User without permission to import Client data opens 'Admin' tab.
User without permission to import Client data clicks on 'Import client data' link.
User without permission to import Client data sees warning message instead of content of the page.

Post Condition

User without permission to import Client data is unable to import Client data.

Use Case – User with appropriate permissions tries to import Client data.