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 |
|---|---|---|---|---|---|
| Import transactions (MPESA) | .xls | K-Pesa_Sept30_sample.xls | 'Import transactions' link in Admin | ||
| 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 | ||
| Savings accounts import | .xls | ImportSavingsTemplate_example.xls | 'Import Savings' link in Admin | ||
| Loan Agreement | .prpt | LoanAgreement_template.prpt | 'Upload admin documents' link in Admin | How to manage Administrative Documents | |
| Details of the account | .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 |