Data Import Tool

Installing Data Import Tool

  • I want to Install the Data Import Tool 
          The installation guide is available at this link: Installing Data Import Tool 
Getting started with Data Import Tool 
  • I want to Start using Data Import Tool, I have installed it already 
          The installation guide is available here: Getting started with - Data Import Tool 

Introduction to Data Import Tool 

What is Data Import Tool?
  • Data Import Tool is a Microsoft Excel-based tool created to import data into the Mifos X platform.
  • Using this tool, one can download Excel sheets, enter all the required information in the Excel sheet itself and upload it.
  • One can enter multiple clients, groups and centers information in the Excel sheets downloaded as a separate sheet for each category.
  • Similarly, one can enter information about multiple loan accounts and savings accounts given to the customers.
  •  If the Excel sheet is uploaded successfully, the updated information will be shown instantly on Mifos X.

Data Import Tool vs. Data Migration Tool

  • Data Import Tool allows you to transfer data and perform load operations between a database and external files (like Microsoft Excel sheets).
  • Importing data can be done in different file formats.
  • Data Migration Tool allows users to transfer data from Mifos 2.x to Mifos X.
  • Data Migration Tool uses ETL (Extract Transfer Load) for database operations.

What You Can’t Do Using Data Import Tool

  • You can’t create offices and employees.
  • You can’t define currencies and funds.
  • You can’t create loan products, savings products, and their respective charges.
  • You can’t create users and set them definite roles and permissions.
  • Data table inputs cannot be captured.
  • You cannot update client details.
  • You cannot enter loans in partial state.

HOWEVER, the Data Import Tool allows you to perform all the operations listed above.

Then, why do we need the Data Import Tool?

  • You can enter information about thousands of clients in a Microsoft Excel sheet, and once you upload it successfully, It is as good as creating thousands of clients in one-shot (saves time and improves efficiency).
  • Similarly, you can assign loan accounts and saving accounts to thousands of clients at once.
  • You can do repayments for loans and deposits, withdrawals for savings as bulk using Data Import Tool.
  • You can approve loans and disburse with dates for a number of loans given to the clients.

Security aspects:

  • Your Mifos X username and password mentioned in file can be seen by unauthorized users.
  • You need to keep the file either hidden or password protected so that only authorized users can access the file.