Hi Ed/ all, we successfully uploaded the data. The issue was with date format. Only MM/DD/YYYY date format is allowed in the data import tool. Thanks to Avik and Sampath (from Mifos Support) for the timely help. Much appreciated!
Two minor issues: 1. The interest rate can not be given in actual decimal places (such as 14.3%) instead it takes only rounded number (14%) 2. The charges can not be attached. Charge ID is not known therefore it's doesn't work. Best Regards, Sahasrangshu SinhaCo-Founder & Director Sreejan Livelihood Development On 17 May 2017 at 13:41:50 +08:00, Avik Ganguly <[email protected]> wrote: > Hi Ippez, > > Summarizing details :- > > > * Template was already existing in client's machine and seemed tampered with > or was a version which I have never seen. Ex:- Interval dropdown was not > displaying any values, error message column had some data validation on it > enforcing it to be a dropdown. Once the fresh group template was downloaded, > there weren't any issues. > * In the loan template, payment type used to be a set of code values and > used to have a default value of Cash in the dropdown. The new payment type > configuration does not have a default value in the system. So we had to > create it and re-download the template. > * Then the template did not support providing a decimal rate of interest, > so some of the amount entered as total repaid amount probably went into > overpaid for closed loans and settled part of next instalment for running > loans. This is an open bug in the tool from a long time. > Other than that, an EMI calculator excel was shared so that he can tweak > with the product parameters in the excel sheet itself and find the closest > match to his schedule and then configure the product accordingly. > > Regards, > Avik. > > > > On Wed, May 17, 2017 at 12:25 AM, Ippez Robert <<[email protected]>> > wrote: > > > @Avik, please share some of your solutions. We may be facing similar issues > > especially not able to import shares and fixed deposit > > > > > > On Tue, May 16, 2017 at 8:57 PM, Avik Ganguly <<[email protected]>> > > wrote: > > > > > Closed. > > > > > > On Fri, May 12, 2017 at 11:11 PM, Sahasrangshu Sinha (Sreejan) < > > > <[email protected]>> wrote: > > > > > >> Dear All, > > >> > > >> Would really appreciate if anyone can help us on Data Import Tool. > > >> > > >> Many thanks in advance! > > >> > > >> > > >> > > >> > > >> Best Regards, > > >> Sahasrangshu Sinha > > >> Sreejan > > >> > > >> > > >> > > >> On 10 May 2017, at 11:30 PM, Sahasrangshu Sinha, FRSA (Sreejan) < > > >> <[email protected]>> wrote: > > >> > > >> Hi Ed, > > >> > > >> Many thanks for putting our request in front of your team and other > > >> volunteers. > > >> > > >> > > >> > > >> Dear All, > > >> > > >> We are a small MFI based in Birbhum district of West Bengal province in > > >> India. We have already deployed Mifos X in AWS as well as the Data Import > > >> Tool. We successfully uploaded all of our 900+ customers but unable to > > >> upload the groups via the group templates. > > >> > > >> It would great if anyone is based in Kolkata or West Bengal. Otherwise, > > >> he/she can connect us via TeamViewer or we can share our credential to > > >> log-into the data import tool. Please let me know.. > > >> > > >> > > >> > > >> > > >> Best Regards, > > >> >> *Sahasrangshu Sinha*>> *Sreejan Livelihood Development**Fellow at the > > >> >> Royal Society of Arts > > >> (RSA)* > > >> > > >> > > >> Please visit us at: *<http://www.sreejan.in> <<http://www.sreejan.in>>* > > > > > > > > >> > > >> > > >> On 10 May 2017 at 18:36:46 +08:00, Kumaranath Fernando < > > >> <[email protected]>> wrote: > > >> > > >> Hi Avik! > > >> > > >> Yes, 8 pm IST today seems good to me! Hoping to talk to you to learn and > > >> explore more on the data import tool! > > >> > > >> Regards, > > >> Kumaranath Fernando > > >> > > >> On Wed, May 10, 2017 at 3:52 PM, Avik Ganguly > > >> <<[email protected]>> > > >> wrote: > > >> > > >> Hi Kumaranath, > > >> > > >> Would 8 PM IST today be a good time for you? > > >> > > >> I will give you a walkthrough of the import tool code and we will check > > >> which import templates in the tool are fully functional > > >> and which ones need updation to comply to any API specification changes. > > >> > > >> After that you can arrange a call with someone from Sreejan and see what > > >> difficulties that person is facing. > > >> > > >> Regards, > > >> Avik. > > >> > > >> On Wed, May 10, 2017 at 10:05 AM, Kumaranath Fernando < > > >> <[email protected]>> wrote: > > >> > > >> Hi Ed! > > >> > > >> I think this would be good stepping stone to familarize current status of > > >> the data import tool! I would be willing to support the customer with his > > >> own difficulties with tool.Could you send a send in some formalities in > > >> getting to know the customer and familiarizing the tool myself? > > >> > > >> Regards, > > >> Kumaranath Fernando > > >> > > >> On Tue, May 9, 2017 at 9:55 PM, Ed Cable <<[email protected]>> wrote: > > >> > > >> Kumaranth and mentors, > > >> > > >> We have a customer in the community (Sreejan) who's facing difficulties > > >> using the data import tool to upload groups successfully into Mifos X. > > >> They > > >> don't have enough budget to be a paying customer of a branded version of > > >> Mifos so were looking at whatever community support they could receive. > > >> > > >> I thought that given you're beginning to familiarize yourself with the > > >> tool - supporting this customer would be a good lesson in understanding > > >> the > > >> use cases and requirements for how the tool is used. > > >> > > >> Ed > > >> > > >> -- > > >> *Ed Cable* > > > > >> President/CEO, Mifos Initiative > > >> <[email protected]> | Skype: edcable | Mobile: +1.484.477.8649 > > >> <(484)%20477-8649> > > >> > > >> *Collectively Creating a World of 3 Billion Maries | *<http://mifos.org> > > >> <<http://facebook.com/mifos>> <<http://www.twitter.com/mifos>> > > >> > > >> > > >> > > >> > > >> > > > > > > > > > > > > > -- > > Ippez Roberts > > Director & Founder - Skyline Technologies Uganda > > "IT Consultants & Engineers" > > P.O.Box 155, Moyo > > UGANDA. > > Tel: +256788725408/789643284 > > Skype ID: ippez.robert1 > > Email: <[email protected]>
