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http://mifosforge.jira.com/browse/MIFOS-5394?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=71766#comment-71766
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George edited comment on MIFOS-5394 at 2/21/12 5:12 AM:
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Thanks again for this idea Lukas. See few questions / comments below:
# Where is the column with the ID and/or name of the center?
# What about to have the file name convention
*Client_Data_*XXXX.YYYY.MM.DD.xltx*
#*XXXX - Center Number
#* YYYY - Year: 2012 , 2013, etc.
#* MM - Month : 01 | 02 | 03 | …. |12
#* DD- Day 01 | 02 | …. | 31
# Instead of lists I think better to use “reference validation lists” see in
attached file D5. If some one will need new solution all he will need just to
add it in “ref” sheet under the Salutation. (Same applies for other columns
with the drop down lists).
# Will be better to use XLTX as file template.
# What about using only 2 sheets: “Client Details” and “REF” (I think you do
not need 3rd sheet (sheet3 in your file)
# If you do not have any reference to cells I think will be better to delete
rows 1,2,3.
# What about comments for each header? (see attached)
Thanks, FINA team
P.S.
If you like those approaches I will continue working on file (see attached)
was (Author: bankadmin):
Thanks again for this idea Lukas. See few questions / comments below:
# Where is the column with the ID and/or name of the center?
# What about to have the file name convention
#*Client_Data_*XXXX.YYYY.MM.DD.xltx*
#*XXXX - Center Number
#* YYYY - Year: 2012 , 2013, etc.
#* MM - Month : 01 | 02 | 03 | …. |12
#* DD- Day 01 | 02 | …. | 31
# Instead of lists I think better to use “reference validation lists” see in
attached file D5. If some one will need new solution all he will need just to
add it in “ref” sheet under the Salutation. (Same applies for other columns
with the drop down lists).
# Will be better to use XLTX as file template.
# What about using only 2 sheets: “Client Details” and “REF” (I think you do
not need 3rd sheet (sheet3 in your file)
# If you do not have any reference to cells I think will be better to delete
rows 1,2,3.
# What about comments for each header? (see attached)
Thanks, FINA team
P.S.
If you like those approaches I will continue working on file (see attached)
> Import Client data from Excel file
> ----------------------------------
>
> Key: MIFOS-5394
> URL: http://mifosforge.jira.com/browse/MIFOS-5394
> Project: mifos
> Issue Type: New Feature
> Components: ImportExport
> Affects Versions: 2.3.0-M2
> Reporter: Lukasz Chudy
> Priority: Major
> Labels: documentinfs
> Fix For: Release H
>
> Attachments: Client_Data_Import_Template.xls
>
>
> Currently, there is no functionality in Mifos to import Client data from
> Excel file (.xls or .csv). It would be good to add such functionality which
> allows to automatically create a large number of Clients instead of manually
> creating them one by one in UI.
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