▪️Clients
The Client Importer lets you quickly upload your client data into the system. Instead of adding each client manually, you can import a file with details like names, contacts, etc
Last updated
The Client Importer lets you quickly upload your client data into the system. Instead of adding each client manually, you can import a file with details like names, contacts, etc
Last updated
First Name: Enter the client's first name, e.g., Anna
Last Name: Enter the client's last name, e.g., Namakula
Email: Enter the client's email address accurately.
Savings Officer ID: Input the ID of the staff member assigned as the savings officer. This ID can be found in the importer instructions.
Membership Fee: Specify the membership fee amount. For example, if the fee is 15,000, enter that amount; if there is no fee, enter 0.
Message Consent: Enter 1 if the client agrees to receive messages, or 0 if they do not.
Gender: Enter "female" or "male" in lowercase letters.
Date of Birth: Enter the client's date of birth in the format YYYY-MM-DD.
NIN: Enter the client's National Identification Number (NIN) accurately.
Primary Telephone Number: Enter the phone number starting with the country code 256, followed by the rest of the number, e.g., 256774369093.
Secondary Telephone Number: Enter the secondary phone number starting with the country code 256, followed by the rest of the number, e.g., 256774369093.
Business Name: Enter the name of the client's business, if applicable. Leave empty if they have no business.
Business Registration Number: Enter the client's business registration number if the business is registered. Leave empty if not applicable.
Occupation: Enter the client's occupation. Leave empty if not applicable.
Business Address Line 1: Enter the location of the client's business.
Next of Kin Name: Enter the name of the client's next of kin.
Next of Kin NIN: Enter the National Identification Number (NIN) of the client's next of kin.
Next of Kin Relationship: Enter the relationship between the client and their next of kin, e.g., mother, or sister.
Next of Kin Address: Enter the address of the client's next of kin.
Next of Kin Telephone: Enter the telephone number starting with the country code 256, followed by the rest of the number, e.g., 256774369093 of the client's next of kin.
Subcounty: Enter the client's subcounty.
Parish: Enter the client's parish.
Village: Enter the client's village.
Address Line 1: Enter the address where the client resides.
Registration Date: Enter the client's registration date in the format YYYY-MM-DD.
Cleared Membership Fee: Enter 1 if the membership fee is cleared, or 0 if it is not.
