Import Templates

This page contains the list of all templates needed for all kinds of data import into Mifos.

 

FunctionalityTypeFileWhere to upload?DocumentationComments
Import transactions (MPESA).xlsK-Pesa_Sept30_sample.xls'Import transactions' link in Admin

MPESA Loan Repayments and Savings Deposits

MPESA Loan Disbursals Functional Spec

 
Import transactions (Audi BANK).xlsAudiUSD-Loan1.6.xTransaction.xls'Import transactions' link in AdminImport Bank Transactions 
Client data import.xlsClient_Data_Import_Template.xls'Import client data' link in AdminClient Data Import Functional Spec 
Loan accounts import.xlsImportLoansTemplate_example.xls'Import Loans' link in Admin

How to import new loans accounts

Import loan account data using XLS template

 
Savings accounts import.xlsImportSavingsTemplate_example.xls'Import Savings' link in Admin

How to import new Savings accounts

Import savings account data using XLS template

 
Loan Agreement.prptLoanAgreement_template.prpt'Upload admin documents' link in AdminHow to manage Administrative Documents 
Details of the account.prpt

Loan_template.prpt

Savings_template.prpt

'Upload admin documents' link in AdminHow to manage Administrative Documents 
Payment receipt.prptPayment_template.prpt'Upload admin documents' link in AdminHow to manage Administrative DocumentsÂ