{"id":5680,"date":"2021-07-14T09:57:37","date_gmt":"2021-07-14T09:57:37","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/clients\/bulk-import\/"},"modified":"2021-10-21T14:14:18","modified_gmt":"2021-10-21T14:14:18","slug":"bulk-import","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/clients\/bulk-import\/","title":{"rendered":"Bulk Import -Client"},"content":{"rendered":"\t\t
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If you want to add clients then you can simply Import the client\u2019s details by clicking on <\/span>Import Clients.<\/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\t\t\t\t\t\t\t\t\"Import\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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\n\t\t\t\t\t\t\t\tOnce you click on the Import Clients, choose the excel file to upload the details. On the left side, you can see the <\/span>client template.<\/span><\/b> Choose <\/span>Office<\/span><\/b> as <\/span>Habile <\/span><\/b>(Your office name) and <\/span>Legal Form <\/span><\/b>as <\/span>Personal <\/span><\/b>(Choose as per your requirement). Click on download.<\/span>\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\tOpen the downloaded template and update the client details which you want to Import.\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\tOpen the downloaded template and there will be 3 sheets.\n
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  • Client Person<\/b> – In this sheet, you need to update your Client details to upload<\/li>\n \t
  • Staff<\/b> – It displays the selected Office Name, as well as the associated Staff List and Staff ID<\/li>\n \t
  • Offices – <\/b>\u00a0It displays the Office name and corresponding Office ID<\/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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    Field Name & Description<\/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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    • First Name(<\/b>*<\/span><\/b>) –<\/b> Specify the first name of the client<\/span><\/li>\n \t
    • Last Name – <\/b> Specify the last name of the client<\/span><\/li>\n \t
    • Middle Name – <\/b> Specify the middle name of the client<\/span><\/li>\n \t
    • Office Name(<\/b>*<\/span><\/b>) – <\/b>Select the Office Name from the drop-down, it displays the office name which you selected while downloading the template<\/span><\/li>\n \t
    • Staff Name – <\/b>Choose the Staff Name from the drop-down.<\/span> It displays the <\/span>staff name<\/b> associated with the selected <\/span>office<\/b><\/li>\n \t
    • External ID – <\/b>It will automatically display the External ID of the selected staff (e.g, Staff\u2019s reference id for an office\/branch)<\/span><\/li>\n \t
    • Active(<\/b>*<\/span><\/b>) – <\/b>Select the value from the drop-down, True denotes the client is <\/span>Active,<\/b> and False denotes the client is <\/span>Not Active<\/b><\/li>\n \t
    • Activation date(<\/b>*<\/span><\/b>) ( dd\/mm\/yyyy ) – <\/b>Specifies the Activation Date of the<\/span> Client<\/b><\/li>\n \t
    • Submitted On Date(<\/b>*<\/span><\/b>) ( dd\/mm\/yyyy ) – <\/b>Specify the application submission date<\/span><\/li>\n \t
    • Mobile Number(<\/b>*<\/span><\/b>) – <\/b>Specify Client\u2019s mobile number<\/span><\/li>\n \t
    • Email Address – <\/b>Specify Client\u2019s Email Address<\/span><\/li>\n \t
    • Date of Birth ( dd\/mm\/yyyy ) – <\/b>Specify Client\u2019s Date of Birth. It should be in the<\/span> specified date format<\/b><\/li>\n \t
    • Client Type – <\/b>Choose the client type from the drop-down<\/span><\/li>\n \t
    • Gender – <\/b>Choose the value from the drop-down<\/span><\/li>\n \t
    • Client Classification – <\/b>Select the Person\u2019s Classification from the drop-down<\/span><\/li>\n \t
    • Is Staff? – <\/b>Select the value from the drop-down, True denotes the client is <\/span>your staff<\/span> and False denotes the employee is not your staff<\/span><\/li>\n \t
    • Address Enabled(<\/b>*<\/span><\/b>) – <\/b>Choose the value from the drop-down, <\/span>True <\/b>denotes the address is active, and <\/span>False<\/b> denotes the address is not active<\/span><\/li>\n \t
    • Address Type(<\/b>*<\/span><\/b>) – <\/b>Select the address type from the drop-down<\/span><\/li>\n \t
    • Street(<\/b>*<\/span><\/b>) – <\/b>Specify the street name of the client<\/span><\/li>\n \t
    • Address Line 1,2,3 – <\/b>Specify the address of you are client<\/span><\/li>\n \t
    • City – <\/b>Specify the City of your Client<\/span><\/li>\n \t
    • Postal Code(<\/b>*<\/span><\/b>) – <\/b>Specify the postal code of the client. It should be the correct value<\/span><\/li>\n \t
    • Photo – <\/b>Upload any one of the borrower documents (i.e, Aadhar). It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • Passport –<\/b> Specify the Passport number of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • ID – <\/b>Specify any unique id of the client (i.e, Pan). It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • Drivers License – <\/b>Specify the <\/span>driving license number <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • Any Other Id Type – <\/b>Specify if you have another unique client id. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • Aadhaar – <\/b>Specify the <\/span>aadhaar number<\/b> of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • Pan – <\/b>Specify the <\/span>pan number <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • VoterID – <\/b>Specify the <\/span>voter id <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • NationalIDCard – <\/b>Specify the <\/span>national id card number<\/b> of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>\n \t
    • RationId – <\/b>Specify the <\/span>ration id <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/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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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Client\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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      \n\t\t\t\t\t\t\t\tClick on <\/span>Choose File <\/span><\/b>and select the updated template to Import the details.<\/span>\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\"Client\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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      Once the data is Imported you can see the clients in the <\/span>View Client <\/span>form.<\/span><\/p>\t\t\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\"List\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\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5678,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-5680","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nBulk Import -Client - Wiki<\/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\/clients\/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 -Client - Wiki\" \/>\n<meta property=\"og:description\" content=\"If you want to add clients then you can simply Import the client\u2019s details by clicking on Import Clients. Once you click on the Import Clients, choose the excel file to upload the details. On the left side, you can see the client template. 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