▪️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.
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