[Mifos-issues] [JIRA] (MIFOSX-120) Initial Data Import

[Vishwas Babu A J (JIRA)]

Vishwas Babu A J created MIFOSX-120 Initial Data Import Issue Type: Dev Task Assignee: Unassigned Components: Client, Loan, Reference Client App, Savings Created: 02/Nov/12 2:41 AM Description: The target audience for this feature are small MFI's who want to quickly get started with MifosX without external help . We should not be trying to handle all possible edge cases and/or write a comprehensive data migration tool. The core Idea would be borrowed from Sungaurd's excel template based Migration for MifosX The scope of the initial task would involve 1) MifosX core team to provide a standard Excel Template which list the following entities in seperate tabs a)Branches b)COA c)Employees d)Loan Products e)Saving Products f)Centers g)Groups h)Clients i) Loan Accounts h) Repayment accounts 2) An MFI, would setup MifosX and through the UI load some of their look-up data which includes a)Branches b)COA c)Employees d)Loan Products e)Saving Products 3) They should then be able to download an Initial template (step 1) populated by MifosX with all the look-up data and Integrity rules (able to select loans officer from a drop-down in clients tab etc) in Place 4)User now proceeds to enter data of all their customers and transaction 5) User then uploads the updated excel Sheet back to Mifos X 6) MifosX first validates the data in the excel sheet, in case of any error, it returns the excel sheet attaching comments to the cells having errors which describe the nature of the error 7) If no errors are present, call the API's defined by Mifos X to move all data from the uploaded Excel sheet to MifosX Project: Mifos X Priority: Minor Reporter: Vishwas Babu A J

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