Client Accounts
A tool to efficiently upload and register multiple client accounts, ensuring accurate account details and speeding up the onboarding process.
Last updated
A tool to efficiently upload and register multiple client accounts, ensuring accurate account details and speeding up the onboarding process.
Last updated
Fill in the sheet titled 'Client Accounts' if you are filling information for Member Clients then fill in the sheet titled 'Loan Wallets' if you are filling information for Non-member Clients.
First Name: Enter the first name of the client.
Last Name: Enter the last name of the client.
Shared Name: Enter the group name of the client if they belong to a group.
Primary Phone Number: Enter the phone number starting with the country code 256, followed by the rest of the number (e.g., 256774369093).
Membership Number: Enter the client's account number
Account Type: Enter the code for the type of account that the client is being given. The specific code can be found in the importer instructions. For example, if the client is opening a basic savings account, refer to the importer instructions to find the corresponding code for basic savings.
Balance: Enter the remaining balance in the client's savings account.
Freezed Amount: If you are holding any funds from the client, specify the amount here. For instance, if the balance is 100,000 and 50,000 is frozen, enter 50,000 in the Freezed Amount and 50,000 in the Balance.
Account Opening Fees: Enter the amount charged for account opening fees; if none, enter 0.
Cleared Account Opening Fees: Enter 1 if the account opening fees have been cleared and 0 if they have not. If you do not charge account opening fees, enter 1 here and ensure the Account Opening Fees column is set to 0.
Date Created: Enter the date the account was created in the format YYYY-MM-DD.
First Name: Enter the first name of the client.
Last Name: Enter the last name of the client.
Shared Name: Enter the group name of the client if they belong to a group.
Primary Phone Number: Enter the phone number starting with the country code 256, followed by the rest of the number (e.g., 256774369093).
Balance: Enter the amount remaining in the client’s loan wallet.
Freezed Amount: If any funds are being held from the client, specify the frozen amount separately from the balance. For example, if the balance is 100,000 and 50,000 is frozen, enter 50,000 in the Freezed Amount and 50,000 in the Balance.
Date Created: Enter the date the loan wallet account was created in the format YYYY-MM-DD.
