{"id":5676,"date":"2021-07-14T09:56:53","date_gmt":"2021-07-14T09:56:53","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/"},"modified":"2022-09-22T09:52:33","modified_gmt":"2022-09-22T09:52:33","slug":"bulk-import","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/","title":{"rendered":"Bulk Import"},"content":{"rendered":"\t\t
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Bulk imports<\/b> enable you to <\/span>import<\/b> large amounts of data more quickly. You can use this function for the Clients, Office, Loan Accounts ect.,<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Import Office<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Go to <\/span>Admin <\/span><\/b>->> <\/strong>Organization<\/span><\/b> ->> <\/span>Bulk Import <\/span><\/b>->> <\/b>Offices<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\tClick on the <\/span>\ndownload <\/span><\/b>button to get the template to import the Offices.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Field Name & Description<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Office Name(<\/b>*<\/span><\/b>) – <\/b>Specify the name of Office<\/span><\/li>\n \t
  • Parent Office(<\/b>*<\/span><\/b>) – <\/b>Choose the Parent Office from the drop-down<\/span><\/li>\n \t
  • Parent OfficeId<\/b>(<\/b>*<\/span><\/b>) – <\/b>It will automatically show the corresponding Parent OfficeId<\/span><\/li>\n \t
  • Opened On Date<\/b>(<\/b>*<\/span><\/b>)<\/b> ( dd\/mm\/yyyy ) – <\/b>Specify the Office Opened Date. It should be in the mentioned format<\/span><\/li>\n \t
  • External ID – <\/b>Specify the unique identifier of the office. (i.e, Office Id)<\/span><\/li>\n \t
  • Mobile Number<\/b>(<\/b>*<\/span><\/b>)<\/b> – <\/b>Specify the office mobile number<\/span><\/li>\n \t
  • Address Type<\/b>(<\/b>*<\/span><\/b>) – <\/b>Choose the address type from the drop-down<\/span><\/li>\n \t
  • Street(<\/b>*<\/span><\/b>) – <\/b>Specify the street name of the office<\/span><\/li>\n \t
  • Address Line 1,2,3 – <\/b>Specify the office address<\/span><\/li>\n \t
  • City – <\/b>Specify the city name where the office is located<\/span><\/li>\n \t
  • Postal Code(<\/b>*<\/span><\/b>) –\u00a0 <\/b>Specify the office postal code. It should be the correct value<\/span><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Choose the updated template file and upload it. You will get a notification saying your file is imported successfully.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Once the file is uploaded click on the Refresh button and check the details in the manage office form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Uploaded data is added in the Office List.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Import User<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    \n\t\t\t\t\t\t\t\tGo to <\/span>Admin<\/span><\/b> -> <\/strong>Organization <\/span><\/b>-> <\/strong>Bulk Import <\/span><\/b>-> <\/b>Users<\/span><\/b>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Select Office & Staff from the drop-down, if you want to map users below the specific staff. Otherwise, you can just select the Office Name.<\/span><\/p>

    Click on the <\/span>download <\/span><\/b>button to get the template to import the Users.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    In the template, you can see 4 different sheets. In the <\/span>Users Sheet,<\/b> you need to update the User details you want to Import. In the <\/span>Staff Sheet<\/b>, the system will show the selected Staff detail and Staff ID associated with the selected office. In the <\/span>Offices sheet<\/b>, the system displays the selected Office name and Office ID. In the <\/span>Roles sheet<\/b>, the system displays the available roles to choose for every user.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Field Name & Description\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    • Office Name(<\/b>*<\/span><\/b>) –\u00a0 <\/b>Choose the office name from the drop-down in which you want to add the user details<\/span><\/li>\n<\/ul>\n
        \n \t
      • Staff Name –\u00a0 <\/b>It will automatically show the Staff Name associated with the Office Name. You can select the Staff Name to which you want to tag the user<\/span><\/li>\n<\/ul>\n
          \n \t
        • User Name(<\/b>*<\/span><\/b>) – <\/b>Specify the User Name. It will be used as the login name<\/span><\/li>\n<\/ul>\n
            \n \t
          • First Name(<\/b>*<\/span><\/b>) – <\/b>Specify the First Name of the user<\/span><\/li>\n<\/ul>\n
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            • Last Name(<\/b>*<\/span><\/b>) – <\/b>Specify the Last Name of the user<\/span><\/li>\n<\/ul>\n
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              • Email(<\/b>*<\/span><\/b>) – <\/b>Specify the Email Id of the User. It should be a unique value, the system will not accept the same email for 2 different users\u00a0<\/span><\/li>\n<\/ul>\n
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                • Auto generate password(<\/b>*<\/span><\/b>) – <\/b>Select the value from the drop-down, True denotes the password will be generated automatically and sent to the corresponding user’s email address. False denotes the system will ask you to enter your password.<\/span><\/li>\n<\/ul>\n
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                  • Password(<\/b>*<\/span><\/b>) – <\/b>Specify the Password and it should be the combination of alphabets, special characters, and numbers<\/span><\/li>\n<\/ul>\n
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                    • Repeat Password(<\/b>*<\/span><\/b>) – <\/b>Reenter the same password to confirm<\/span><\/li>\n<\/ul>\n
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                      • Override password expiry policy(<\/b>*<\/span><\/b>) – <\/b>You can choose either<\/span> True or False, True <\/b>denotes the password for this particular user will never expire. <\/span>False <\/b>denotes the system will ask the user to reset the password once the specified days are over (You can specify the days in <\/span>Admin <\/b>><\/b> System <\/b>><\/b> Global Configurations <\/b>><\/b> force-password-reset-days<\/b>).<\/span><\/li>\n \t
                      • \u00a0<\/span>Role Name(<\/b>*<\/span><\/b>) <\/b>(Enter in consecutive cells horizontally) – <\/b>Specify the Roles of the user in consecutive cells horizontally. The user can have multiple roles assigned to them<\/span><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        Once the file is uploaded click on the Refresh button and check the details in the Users form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                        \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Bulk\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                        Loan Repayments<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        \n\t\t\t\t\t\t\t\tGo to <\/span>\nAdmin <\/b>-> <\/span>\nOrganization <\/b>-><\/span> \nBulk Import <\/b>-><\/b> \u00a0<\/b>\nLoan Repayments<\/b>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                        \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Bulk\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                        <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Bulk\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        Select Office from the drop-down.<\/span><\/p>

                        Click on the <\/span>download <\/span><\/b>button to get the template to import the Loan Repayment.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                        \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Bulk\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        In the template, you can see 4 different sheets. In the <\/span>Loan Repayment,<\/b> you need to update the User details you want to Import. In the <\/span>Offices sheet<\/b>, the system displays the selected Office name and Office ID. The <\/span>Client Sheet contains<\/b> the list of <\/span>Client Names, Client ID, and Client External ID<\/b> associated with the selected office.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                        Field Name & Description<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        • Office Name(<\/b>*<\/span><\/b>) – <\/b>Choose the <\/span>Office Name <\/b>from the drop-down. By default, it shows the selected office name<\/span><\/li>
                        • Loan ID(<\/b>*<\/span><\/b>) –<\/b> Enter the Loan ID of the user for which the repayment is going to be made. Once you enter the loan id the following fields will be <\/span>automatically populated<\/b>. The fields are Client Name(*<\/span>), Client External ID, Loan Account Name(*<\/span>), Product Name, Principal, Total Outstanding Amount, and Loan Disbursement Date.<\/span><\/li>
                        • Amount Repaid(*<\/span>) –<\/strong> Specify the <\/span>amount <\/b>to be repaid<\/span><\/li>
                        • Repayment Date(*<\/span>) ( mm\/dd\/yyyy ) –<\/strong> Specify the<\/span> repayment date<\/b><\/li>
                        • Repayment Type (*<\/span>) –<\/strong> Choose the type of repayment from the drop-down<\/span><\/li>
                        • Account No –<\/strong> Specify the Client\u2019s<\/span> account number<\/b><\/li>
                        • Check No –<\/strong> Specify the Client\u2019s<\/span> Check No<\/b><\/li>
                        • Routing Code –<\/strong> Specify the Client\u2019s <\/span>Routing Code<\/b><\/li>
                        • Receipt No –<\/strong> Specify the Client\u2019s <\/span>Receipt Number<\/b><\/li>
                        • Bank No –<\/strong> Specify the Client\u2019s<\/span> Bank No<\/b><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                          <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                          Once the file is uploaded click on the Refresh button and check the details in the corresponding Loan Account.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5667,"menu_order":17,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-5676","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nBulk Import - Wiki | Cloudbankin | Habile<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bulk Import - Wiki | Cloudbankin | Habile\" \/>\n<meta property=\"og:description\" content=\"Bulk imports enable you to import large amounts of data more quickly. You can use this function for the Clients, Office, Loan Accounts ect., Import Office Go to Admin ->> Organization ->> Bulk Import ->> Offices Click on the download button to get the template to import the Offices. Field Name & Description Office Name(*) […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/\" \/>\n<meta property=\"og:site_name\" content=\"Wiki\" \/>\n<meta property=\"article:modified_time\" content=\"2022-09-22T09:52:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/wiki.habiletechnologies.com\/wp-content\/uploads\/2021\/07\/Bulk-Import-Office.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/wiki.cloudbankin.com\/#website\",\"url\":\"https:\/\/wiki.cloudbankin.com\/\",\"name\":\"wiki\",\"description\":\"Cloudbankin wikipedia\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/wiki.cloudbankin.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/wiki.cloudbankin.com\/wp-content\/uploads\/2021\/07\/Bulk-Import-Office.png\",\"contentUrl\":\"https:\/\/wiki.cloudbankin.com\/wp-content\/uploads\/2021\/07\/Bulk-Import-Office.png\",\"width\":1366,\"height\":426,\"caption\":\"Bulk Import - Office\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/#webpage\",\"url\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/\",\"name\":\"Bulk Import - Wiki | Cloudbankin | Habile\",\"isPartOf\":{\"@id\":\"https:\/\/wiki.cloudbankin.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/#primaryimage\"},\"datePublished\":\"2021-07-14T09:56:53+00:00\",\"dateModified\":\"2022-09-22T09:52:33+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/wiki.cloudbankin.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"CloudBankin Documentation\",\"item\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Steps To Set Up Your System\",\"item\":\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Bulk Import\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Bulk Import - Wiki | Cloudbankin | Habile","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/bulk-import\/","og_locale":"en_US","og_type":"article","og_title":"Bulk Import - Wiki | Cloudbankin | Habile","og_description":"Bulk imports enable you to import large amounts of data more quickly. 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