What is data import tool?
An Excel-based tool created to import data into the MifosX platform.
Using this tool, one can simply download excel sheet and enter all the required information and upload the excel file.
One can enter multiple clients, groups and centers information in excel sheet downloaded as separate sheet for each category.
Similarly one can enter multiple loan, savings accounts given to the customers
If excel sheet is uploaded successfully, your entered information will be shown instantly on Mifos X.
Data import tool vs. data migration tool
Data Import Tool allows you to transfer data and perform load operations between a database and external files like excel sheet.
Importing Data can be done in different file formats.
Data Migration Tool allows transferring data from Mifos 2.x to Mifos X.
Data Migration Tool uses ETL(Extract Transfer Load) for database operations
What you can’t do on data import tool
You can’t create offices and employees.
You can’t define currencies and funds.
You can’t create loan products, savings products and theirs respective charges.
You can’t create users and set them definite roles and permissions.
Data table inputs cannot be captured.
You cannot update client details.
You cannot enter loans in partial state.
BUT YOU CAN USE ALL THE ABOVE FEATURES IN DATA IMPORT TOOL.
Then, why we really use Data import tool?
You can enter thousands of clients information in excel sheet and once you upload it successfully, It is as good as creating thousands of clients at one shot. (saves yours lots of mouse clicks)
Similarly you can assign loan accounts and saving accounts to thousands of clients.
You can do repayments for loans and deposits, withdraw for savings as bulk using Data Import Tool.
You can do approve, disburse with dates for a number of loans given to the clients.
Security aspects
What is data import tool? An Excel-based tool created to import data into the MifosX platform. Using this tool, one can simply download excel sheet and enter all the required information and upload the excel file. One can enter multiple clients, groups and centers information in excel sheet downloaded as separate sheet for each category. Similarly one can enter multiple loan, savings accounts given to the customers If excel sheet is uploaded successfully, your entered information will be shown instantly on Mifos X. Data import tool vs. data migration tool
Data Import Tool allows you to transfer data and perform load operations between a database and external files like excel sheet. Importing Data can be done in different file formats. Data Migration Tool allows transferring data from Mifos 2.x to Mifos X. Data Migration Tool uses ETL(Extract Transfer Load) for database operations What you can’t do on data import tool
You can’t create offices and employees. You can’t define currencies and funds. You can’t create loan products, savings products and theirs respective charges. You can’t create users and set them definite roles and permissions. Data table inputs cannot be captured. You cannot update client details. You cannot enter loans in partial state. BUT YOU CAN USE ALL THE ABOVE FEATURES IN DATA IMPORT TOOL.
Then, why we really use Data import tool?
You can enter thousands of clients information in excel sheet and once you upload it successfully, It is as good as creating thousands of clients at one shot. (saves yours lots of mouse clicks) Similarly you can assign loan accounts and saving accounts to thousands of clients. You can do repayments for loans and deposits, withdraw for savings as bulk using Data Import Tool. You can do approve, disburse with dates for a number of loans given to the clients. Security aspects