Import Loan accounts

Owned by Ed Cable
Jun 20, 2014
2 min read

Loan accounts import functionality enables users to automatically create in Mifos a large number of loans using .xls file.

Before import, there is a need to prepare .xls file, using template (which can be downloaded from here). Fields with red asterisk are mandatory.

Following table explains the content of columns:

Field
Explanation
Account number
Loan account global identification number must be unique, otherwise you will see error during import.
Customer Global ID
Number of customer must exist in the Mifos system.
Product name
Name of loan product which will be used as a base for new loan account. Product must exist in the system.
Status name
Allowed values are:
  • Cancelled
  • Active in good standing
  • Active in bad standing
  • Approved
  • Closed Obligation Met
  • Closed Rescheduled
  • Closed Written OFF
  • Partial Application
  • Pending Approval
  • Values are not case-sensitive
Cancel flag reason
Explain the reason for cancelling account.

Allowed values are:

  • Withdraw
  • Other
  • Rejected
  • Reversal
  • Values are not case-sensitive.
Loan amount
Loan amount must conform to loan product requirements and Mifos restrictions on decimal values.
Interest rate
Interest rate must conform to loan product requirements and Mifos restrictions on decimal values.
No. of installments
Number of installments must conform to loan product definition.
Disbursal date
Default date format is: D.MM.YYYY where D is day, MM is month (always two digits) and YYYY is year (always four digits).
Date must conform to loan product requirements, customer requirements and Mifos restrictions.
Grace period
This column is mandatory only if loan products allows for grace period. Otherwise this column is ignored.
Source of fund
Must conform to values defined in Mifos.
Purpose
Must conform to values defined in Mifos.
Collateral
Must conform to values defined in Mifos.
Collateral notes
Must conform to values defined in Mifos.
External ID
Must conform to values defined in Mifos.

 

Primary Flow - Import Loan accounts

  1. User goes to Administration page ("Admin").
  2. User clicks on link "Import Loans" link under ‘Manage Imports and Exports’ section.
  3. System opens new "Import Loans" page.
  4. User selects document with loans data (XLS Document) and uploads it to Mifos server.
  5. System parses uploaded document and shows to user how many rows were parsed successfully and which rows were not. Each row with errors has an explanation.
  6. User clicks "Save" button to save imported rows if any of them were parsed successfully.
  7. System saves data and presents a simple summary to user.
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