▪️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

Downloading the Template

Filling in the Template

Fields

• 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.