Udai,
Micro finance segment is an un-organized industry. Collating the customers
data in a single go is not possible with MFI.
In our customers case they took almost 3-4 months for providing the data
and the go-live got delayed by x months due to the dependency on data &
data migration.
Having this feature as an inbuild will ease the go-live plan and Mfi need
not delay the go-live and can upload the data in phases.
We should also think bulk uploads for savings & Loans.
thanks
shiva
On Mon, Feb 20, 2012 at 8:57 PM, Udai Gupta <[email protected]> wrote:
> +1 for MIFOS-5394
>
> @bulk import of clients : Should this be build into Mifos, this seems
> more like a data migration concern.
>
> There are lot's of there things that can be done in bulk but Mifos
> should not take load of handling those cases, How many times people
> would like to use this feature, probably once when Mifos is deployed
> and data is migrated.
>
> Have you looked at Data migration toolkit code submitted by Sungard in
> Mifos repository. I think it is also uses XLS.
> https://github.com/mifos/dm
>
> Thanks,
> Udai
>
> On Mon, Feb 20, 2012 at 8:43 PM, Lukasz Chudy <[email protected]>
> wrote:
> > Hi All,
> >
> > I'd like to present my proposition how to create a large number of
> clients
> > by importing them from Excel file.
> >
> > I created Jira ticket ( http://mifosforge.jira.com/browse/MIFOS-5394)
> and
> > functional specification
> >
> http://mifosforge.jira.com/wiki/display/MIFOS/Client+Data+Import+Functional+Spec
> .
> >
> > General idea is to add option in Admin area (similar to import
> transactions
> > functionality) which allows user to import .xls file with all required
> > Client data and to create large number of Clients in easy and very quick
> > way.
> >
> > If you like my idea please add your label to ticket and vote for it.
> >
> > Any feedback is highly appreciated.
> >
> > Does anyone have time to look at my previous proposition about inactive
> fees
> > management http://mifosforge.jira.com/browse/MIFOS-5429?
> >
> > Best regards,
> > Lukasz
> >
> >
> >
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