How to import new 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.

Use following table to fill all necessary fields:

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: Canceled Active Closed Partial Application Pending Approval Values are not case-sensitive.
Cancel Flag Reason	Reason for canceling account. Allowed values are: Withdraw Blacklisted Rejected Values are not case-sensitive.
Savings Amount	Savings (deposit) amount.
Savings Balance	Savings balance amount.

If you have prepared Excel file with savings accounts, you can start importing them into Mifos.

1. Open Mifos and go to Administration page ("Admin").

2. Click on link "Import Savings" link under ‘Manage Imports and Exports’ section.

3. System open new page "Import Savings".

4. Select document with savings data (XLS Document) and upload it to Mifos server.

5. System parses uploaded document and shows to you how many rows were parsed successfully and which rows were not. Each row with errors has an explanation.

6. Click "Submit" button to save imported rows if any of them were parsed successfully.

7. System will save data and presents a simple summary.