Import Templates

Import Templates

This page contains the list of all templates needed for all kinds of data import into Mifos.

 

Functionality

Type

File

Where to upload?

Documentation

Comments

Functionality

Type

File

Where to upload?

Documentation

Comments

Import transactions (MPESA)

.xls

K-Pesa_Sept30_sample.xls

'Import transactions' link in Admin

MPESA Loan Repayments and Savings Deposits

MPESA Loan Disbursals Functional Spec

 

Import transactions (Audi BANK)

.xls

AudiUSD-Loan1.6.xTransaction.xls

'Import transactions' link in Admin

Import Bank Transactions

 

Client data import

.xls

Client_Data_Import_Template.xls

'Import client data' link in Admin

Client Data Import Functional Spec

 

Loan accounts import

.xls

ImportLoansTemplate_example.xls

'Import Loans' link in Admin

How to import new loans accounts

Import loan account data using XLS template

 

Savings accounts import

.xls

ImportSavingsTemplate_example.xls

'Import Savings' link in Admin

How to import new Savings accounts

Import savings account data using XLS template

 

Loan Agreement

.prpt

LoanAgreement_template.prpt

'Upload admin documents' link in Admin

How to manage Administrative Documents

 

Details of the account

.prpt

Loan_template.prpt

Savings_template.prpt

'Upload admin documents' link in Admin

How to manage Administrative Documents

 

Payment receipt

.prpt

Payment_template.prpt

'Upload admin documents' link in Admin

How to manage Administrative Documents