Client Migration - Mifos 2.2 to MifosX

1 Introduction
2 Migration Steps
3 Improvements

Introduction

This page describes how to migrate clients for an existing mifos installation onto MifosX.

Migration Steps

Query mifos database for clients

At present, MifosX prototype is only dealing with bare bones client information. The sql for extracting this from mifos database is as follows:

Note: you can use a unique identifier such as its mifos database id as an external id for clients. Below sql assumes that offices have being created with mifos database id as external id for office and staff.


select c.customer_id as ExternalId, first_name as FirstName, last_name as LastName, 
    c.created_date as Joined, o.office_id as Office
from customer c
left join office o on o.office_id = c.branch_id
where c.customer_level_id = 1
order by Joined, ExternalId

Or
Note: You can also use offices name and staff name (so long as they are unique) when importing in clients.


select c.customer_id as ExternalId, first_name as FirstName, last_name as LastName, 
    c.created_date as Joined, o.display_name as Office
from customer c
left join office o on o.office_id = c.branch_id
where c.customer_level_id = 1
order by Joined, ExternalId

Extract resultset into csv file

Using sql query tool, extract resultset into a CSV file

Set up Office on MifosX

Before uploading csv template into application. Ensure that offices exist in mifosX as they do in existing mifos installation. Ensure names match and ideally they will have an unique value entered as external id. The sql examples above use either the mifos database id for offices or their names if they are unique.

Upload Clients on MifosX

Use the menu option on MifosX Data Migration -> Upload Clients to upload csv template as described on page.

Improvements

The general improvement is that MifosX will allow an end user to upload a .csv template for clients, loans and loan repayments