Re: Support Task to Familiarize with Data Import Tool

["Sahasrangshu Sinha, FRSA (Sreejan)" <md...@sreejan.in>]

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 <av...@gmail.com> 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 <<i...@gmail.com>> 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 <<a...@gmail.com>>
> > wrote:
> > 
> > > Closed.
> > >
> > > On Fri, May 12, 2017 at 11:11 PM, Sahasrangshu Sinha (Sreejan) <
> > > <md...@sreejan.in>> 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) <
> > >> <md...@sreejan.in>> 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 <
> > >> <ku...@gmail.com>> 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 <<a...@gmail.com>>
> > >> 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 <
> > >> <ku...@gmail.com>> 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 <<e...@mifos.org>> 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
> > >> <ed...@mifos.org> | 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: <ip...@gmail.com>