Getting their initial data into Mifos X when setting the platform up for the first time is often time-consuming and difficult for MFIs. This project will create an Excel-based data import tool for directly importing bulk data into Mifos X. Using the REST APIs exposed by the platform, this tool will import the following data: Client Details, Client Loan and Saving account details, Client Fee Details, Client repayment History. Upon completing their initial organizational and loan product configuration, the MFI can generate a pre-formatted Excel template to import their data in. These templates will primarily be used for inputting manual paper-based or other Excel-based data but could also be used for migration from another system database.
Up to June 1 : Get to know the request parameters for entities to be imported. Discuss details with mentor.
| Timeline | Objectives |
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| Week 1 (June 09) | Implementing the workflow with a simple entity such as Office. |
| Week 2 (July 16) | - Implementing Client Import template where the first two sheets of workbook are pre-formatted with existing Offices and Personnel entered through the MifosX platform and these constraints are imposed on the third worksheet.
- Import of the above workbook.
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| Week 3 (July 23) | - Implementing Client Loan import template where the first three sheets of workbook is pre-formatted with existing Loan Product and Loan Officers configuration entered through the MifosX platform and Clients entered in the above step and these constraints are imposed on the fourth worksheet.
- Import of the above workbook.
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| Week 4 (July 30) | - Continue on the above task.
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| Week 5 (Aug 6) | - Implementing Client Repayment History import template where the first sheet of workbook is pre-formatted with Client Loans imported in the first step and these constraints are imposed on the second worksheet.
- Import of the above workbook.
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| Week 6 (Aug 13) | - Check the workflow through various test cases if the code breaks anywhere.
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| Week 7 (Aug 20) | - Implement Saving Account import template where the first two sheets of workbook is pre-formatted with existing Offices and Clients imported in the first step and these constraints are imposed on the third worksheet.
- Import the above workbook.
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| Week 8 (Aug 27) | - Implement Savings Transactions import template and importing the workbook.
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| Week 9 (Sept 3) | - Implement Groups import template (including Meetings import) and importing the workbook.
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| Week 10 (Sept 10) | - Integrating support for groups in Group Lending and Group Savings.
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| Week 11 (Sept 22) | - Write unit tests and document the work.
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JIRA: https://mifosforge.jira.com/browse/MIFOSX-120
Github: https://github.com/openMF/DataImportTool