Loan Repayment Migration - Mifos 2.2 to MifosX

1 Introduction
2 Migration Steps
- 2.1 Prerequisites
- 2.2 Query mifos database for loan repayments
- 2.3 Extract resultset into csv file
- 2.4 Upload on MifosX

Introduction

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

Migration Steps

Prerequisites

Loans setup on MifosX (with external id)

Query mifos database for loan repayments

The sql for extracting this from mifos database is as follows:


select a.account_id as Loan, x.amount as PaymentAmount, ap.payment_date as PaymentDate
from account a
join account_payment ap on ap.account_id = a.account_id
join (select att.payment_id, sum(att.amount) as amount
        from account_trxn att
        where att.installment_id > 0  
        group by att.payment_id 
         order by 2) x on x.payment_id = ap.payment_id
order by 1, 3

Extract resultset into csv file

Using sql query tool, extract resultset into a CSV file

Upload on MifosX

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

This will submit payments against loans using payment date and payment amount.

Note: at present no distinction between payment types and loan state is not fully updated (i.e to closed state if loan is fully paid). Why? Because I want to speak about some cases related to overpayment of loan and what should happen in these cases.