Document Actions

Migrating Data to Mifos

Here we cover some tips and strategies for migrating data from a legacy system into Mifos. We'll be expanding this section with more details over the coming months.

Topics

So you want to migrate data?

Migration Dependencies

Data	Description	Dependencies
Mifos Config Information	Includes database settings, properties files, localization settings, definition of office hierarchy, additional fields, look up options etc	None
Office & Related Information	Includes details of the head office and the various branches	Config Info
Personnel& Related Information	Includes details of all the users of the system	Config & Office Info
Customer & Related Information	Includes the details of the customers of the MFI	Config,Office & Personnel Info

Manual Data Entry

Before beginning any data migration you should evaluate what pieces of data may be better served by doing manual data entry. Most of this has something to do with the Admin screen in Mifos, but there may be other areas to consider as well.

The following is a list of some of the areas you should consider entering in manually before beginning your data migration.

No.	Fees Related actions from Admin Screen	Notes
1	Define a new fee	Mifos Tables Hit are : FEES, FEE_FREQUENCY

No.	Product Related actions from Admin screen	Notes
1	Define Product Categories	If necessary
2	Define new Loan/Savings Product
3	Define Product Mix

No.	Office & Personnel Related actions from Admin screen	Notes
1	Define a New office	Office Details
2	Define Office Hierarchy
3	Define new System User	Personnel Details
4	Manage Roles and Permissions

No.	Defining Additional Data from Admin screen	Notes
1	Define Additional Fields	The extra information (data fields) in the MFI Legacy system that need to be captured in Mifos are defined here
2	Define Look up Options	The drop down values for certain data fields are defined here
3	Define Labels	Any existing Labels on the UI of the application are changed here
4	Define Mandatory Fields	Fields are tagged as Mandatory or Hidden here

No.	DB Configuration	Notes
1	Localization Settings : Language	http://www.mifos.org/developers/wiki/ConfiguringMifos#application-wide-install-time-settings applicationConfiguration.custom.properties
2	Application Settings	Enable features that are required in this DB table: config_key_value_integer
3	View Organization Settings Link from the Admin Screen	applicationConfiguration.default.properties
4	Custom properties	applicationConfiguration.custom.properties
5	Office Hierarchy of the MFI	Part of the DB Settings & properties files settings. It can also be set using Admin Tab--> Define Office Hierarchy
6	Holiday Configuration	Admin Screen --> Define new holidays. Define repayment rules for each holiday. Repayment rules are not loan specific in Mifos,
7	GL Codes	GL Codes can only be added, the codes shipped with Mifos cannot be modified. For more details refer to - http://mifos.org/developers/wiki/ConfiguringMifos#using-a-custom-chart-of-accounts

Inserting Customer data

The following is a list of the tables one must insert data into in order to successfully create a customer.

No.	UI Action	Tables Affected - Inserts and Updates	Notes
1	Create a Customer	insert into CUSTOMER	Data from UI One Entry per Customer
		insert into CUSTOMER_DETAIL	Data from UI One Entry per Customer
		insert into CUSTOMER_ADDRESS_DETAIL	Address Data from UI One Entry per Customer
		insert into CUSTOMER_NAME_DETAIL	Client's & Dependant's Name Detail from UI Two Entries per Customer (for the Client and Spouse/Father)
		Insert into CUSTOMER_CUSTOM_FIELD	Additional Data from the source as defined will be stored here Entries per Customer is dependent on the number of additional fields defined
		insert into ACCOUNT	A customer account is created Can have more than one entry per Customer
		insert into CUSTOMER_ACCOUNT	Contains list of Customer accounts created
		insert into CUSTOMER_MEETING	Based on the meeting schedule of the group/center which he is a part of or for a client who is not part any group/center a separate customer meeting is created One Entry per Customer
		insert into CUSTOMER_SCHEDULE	Based on the meeting schedule of the group & the MFI Holiday schedule , a repayment schedule for 10 installments in created when a client is created
		insert into CLIENT_PERF_HISTORY or GROUP_PERF_HISTORY	Mifos inserts 2 metrics namely total active loans & last loan amt. The other Metrics are calculated on the fly in the Mifos code, there are no inserts made to the DB One Entry per Customer

2	Edit Customer Status	insert into CUSTOMER_NOTE	Note captured from UI Can have more than one entry per Customer
		insert into CUSTOMER_FLAG_DETAIL	The reason for closing a customer is captured One entry per Customer
		insert into CHANGE_LOG	An entry is made when any existing information is updated One Entry per Submit Action
		insert into CHANGE_LOG_DETAIL	Details of the actual fields updated is captured here More than one entry per Submit action.Number of entries depends on the number of fields changed
		update CUSTOMER	Update the details that were changed

3	Move a Customer from One Group/Center to another	insert into CUSTOMER_HIERARCHY	An Entry is made to track Customer movement between groups/centers within the same office or between offices. Can have more than one entry per hierarchy per customer. Only one active hierarchy exists for a customer at any point of time
		insert into CUSTOMER_MOVEMENT	An Entry is made to track Customer movement between offices Can have more than one entry per customer per movement Only one active movement exists for a customer at any point of time
		update CUSTOMER	Update the details that were changed

4	Edit MFI information	insert into CHANGE_LOG	An entry is made when any existing information is updated One Entry per Submit Action
		insert into CHANGE_LOG_DETAIL	Details of the actual fields updated is captured here More than one entry per Submit action.Number of entries depends on the number of fields changed
		Update CUSTOMER	Update the details that were changed

5	Edit personal information	insert into CHANGE_LOG	An entry is made when any existing information is updated One Entry per Submit Action
		insert into CHANGE_LOG_DETAIL	Details of the actual fields updated is captured here More than one entry per Submit action.Number of entries depends on the number of fields changed
		update CUSTOMER	Update the details that were changed
		update CUSTOMER_DETAIL	Update the details that were changed
		update CUSTOMER_NAME_DETAIL	Update the details that were changed

Note:

customer_detail.business_activities is the business activity of the client which is defined in the look up options as a drop down.
loan-account.business_activities_id is the loan purpose of the loan.
Any change in information should be entered into CHANGE_LOG & CHANGE_LOG_DETAIL to keep track of historical data.

Excel Import Formats for migrating Customer Data & Maps between Excel Format - Mifos DB tables

The Customer Data has been classified into two sections

If the Office & Personnel data has not been manually entered, the following files can be used to migrate the data.

Office Data

Personnel Data

Inserting Loan data

Here is a list of the tables one must insert data into to successfully make a loan

No.	UI Action	Tables Affected - Inserts and Updates	Notes
1	Create a Loan	insert into MEETING	inserts a new record for loan account but the details are the same as
		insert into RECURRENCE_DETAIL
		insert into RECUR_ON_DAY
		insert into ACCOUNT
		insert into LOAN_ACCOUNT	Data From UI
		insert into ACCOUNT_FEES	Fees that are applied at the time of loan creation
		insert into ACCOUNT_STATUS_CHANGE_HISTORY
		insert into LOAN_SUMMARY
		insert into LOAN_PERF_HISTORY
		insert into MAX_MIN_LOAN_AMOUNT
		insert into MAX_MIN_NO_OF_INSTALL
		insert into LOAN_SCHEDULE	One Entry per installment
		insert into LOAN_FEE_SCHEDULE	One Entry per installment

2	Edit Account status	insert into ACCOUNT_NOTES	Stores the notes entered in the UI while changing account state
		insert into ACCOUNT_STATUS_CHANGE_HISTORY
		update ACCOUNT
		insert into CHANGE_LOG
		insert into CHANGE_LOG_DETAIL	Number of entries depend on the number of fields changed

3	Edit Account Information	update ACCOUNT
		update LOAN_ACCOUNT
		update LOAN_SUMMARY

last modified 2008-12-24 21:46

Mifos - Technology that Empowers Microfinance

Sections

Personal tools