Mifos user manual

How to import new loans accounts

Loan accounts import functionality enables users to automatically create in Mifos a large number of loans using .xls file. First, you need to prepare .xls file, using template (you can download it from here).

Following table explains the content of columns:

Field	Explanation
Account number	Loan account global identification number must be unique, otherwise you will see error during import.
Customer Global ID	Number of customer must exist in the Mifos system.
Product name	Name of loan product which will be used as a base for new loan account. Product must exist in the system.
Status name	Allowed values are: Canceled Active in good standing Active in bad standing Approved Closed Obligation Met Closed Rescheduled Closed Written OFF Partial Application Pending Approval Values are not case-sensitive.
Cancel flag reason	Explain the reason for canceling account. Allowed values are: Withdraw Other Reversal Rejected Values are not case-sensitive.
Loan amount	Loan amount must conform to loan product requirements and Mifos restrictions on decimal values.
Interest rate	Interest rate must conform to loan product requirements and Mifos restrictions on decimal values.
No. of installments	Number of installments must conform to loan product definition.
Disbursal date	Default date format is: D.MM.YYYY where D is day, MM is month (always two digits) and YYYY is year (always four digits). Date must conform to loan product requirements, customer requirements and Mifos restrictions.
Grace period	This column is mandatory only if loan products allows for grace period. Otherwise this column is ignored.
Source of fund	Must conform to values defined in Mifos.
Purpose	Must conform to values defined in Mifos.
Collateral	Must conform to values defined in Mifos.
Collateral notes	Must conform to values defined in Mifos.
External ID	Must conform to values defined in Mifos.

If your excel file is prepared, then you can start importing loan accounts.

Go to Administration page ("Admin").
Click on link "Import Loans" link under ‘Manage Imports and Exports’ section.

3. System opens new page "Import Loans".

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

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

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