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http://mifosforge.jira.com/browse/MIFOS-5394?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=71768#comment-71768
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Lukasz Chudy commented on MIFOS-5394:
-------------------------------------
Hi George,
Thanks for your comments.
Ad.1 Center ID is not necessary because Client can be attached to Group or
directly to the Branch. So, I think that it is enough to specify either Group
ID or Branch short name.
Ad.2 I think that every user may want to have his own convetion so it will be
better to not specify any convetion and accept ever file name.
Ad.3 I like this idea. It is more convenient to use "ref" sheet than predefined
lists.
Ad.4 Is there any special reason why you want to use .xltx? I used .xls because
it is consistent with current 'Import transactions' functionality.
Ad.5 Yes, 2 sheets are enough (3 sheet is unnecessary).
Ad.6 It doesn't matter if these rows are present or not. In 'Import
transactions' functionality there are 20 rows without any reference. So I think
that we can keep them as they are now.
Ad.7 Where is your attached file?
So, If you want to continue working on file then it would be good if you
replace lists with “reference validation lists”.
Thanks,
Lukasz
> 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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