Import Savings accounts

Import savings accounts functionality allows users to create a multiple savings accounts in Mifos by importing them from .xls file.

Template to create .xls file with savings accounts can be downloaded from here.

Following table provides an explanation of columns in table. Fields with red asterisks are mandatory.

Column name	Column description
Account Number	Savings account global identification number. It should be unique for each account.
Customer Global ID	Number of customer for which we create new account. Customer must exist in the system and have “Active” state.
Product Name	Name of savings product which will be used as a base for new savings account. Product must exist in the system.
Status Name	Allowed values are: Cancelled Active Closed Partial Application Pending Approval Values are not case-sensitive
Cancel Flag Reason	Reason for cancelling account. Allowed values are: Withdraw Blacklisted Rejected Values are not case-sensitive
Savings Amount	Savings (deposit) amount.
Savings Balance	Savings balance amount

Primary Flow - Import Savings accounts

User goes to Administration page ("Admin").
User clicks on link "Import Savings" under ‘Manage Imports and Exports’ section.
System open new page "Import Savings".
User selects document with savings data (XLS Document) and uploads it to Mifos server.
System parses uploaded document and shows to user how many rows were parsed successfully and which rows were not. Each row with errors has an explanation.
User clicks "Submit" button to save imported rows if any of them were parsed successfully.
System saves data and presents a simple summary to user.