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Importation of Individual Clients

The Importation of Individual Clients feature is used when adding individual clients and their details from a different file format into Loan Performer. The recommended application for creating clients databases is Microsoft Excel since these files have to be saved with an “.xls” file extension.

These individual clients templates can be downloaded from the Loan Performer Downloads page or got from the Loan Performer working folder under C:\LPF817\External Files\Import.

How do you Import Individual Clients?

To Import Individual Clients, go to Client/Import Client Data, the following screen appears

• Files of type: Specify the import file type in the files of type: box, e.g., "Microsoft Excel File".
• Import file: Double click on the this field to browse for the file from a specified location / full path to the file that should be imported, e.g., "C:\LPF817\External Files\Import": Alternatively click on the Choose command button to browse for the file from a specified location.
• Error File: Specify the name of the file to which any errors encountered during the importation will be written,e.g., "Client.txt". By default it is stored in the Lpf working folder with the name Client.txt.
• Import file format: This scroll window lists the various fields of the file to be imported and their properties. These fields are already created in the Client.xls template that is found in the import folder that comes along with the Lpf installation CD or you can download them from http://www.loanperformer.com/Download/import.rar
• Imported Files: This scroll window lists all previously imported files. The details of imported transactions that have been imported will be shown under the column headings; File Name, Size, Date, Time Imported and User only if the Importation is successful.
• View: This button opens the selected import file and enables you to edit it within the corresponding application. You will be able to look at the shares transactions that are going to be imported. This enables you to ensure that the right data has been selected.
• Reset: When you click on this command button, the imported file log will be cleared.
• Click on the Import command button to import the shares transactions. The following screen shows up:
• When all the necessary details have been entered, save the details and the template is ready for importation.

• Note that: Before you can be able to use the importation facility you need to have prepared the importation templates..

• The excel sample sheet below shows the various fields that should be filled with the required data for the importation file. This includes: Client Code, Account nº, First Name, Middle Name, Family Name, Name of Partner, Title, Document Type, ID Number, Authority, Issue Date, Expiry Date, Birth Date, Mail, City, Physical, Address, Distance, Registration, Date, Literate, English, Other Language, Marital, State Profession, etc
• This excel files are designed in much the same way as the scroll window " Import file format" in the Import Client data window. You are expected to fill the columns with the requisite information and in the required format as seen below:

• Client Code: Enter the client code it begins with KA/I/.... (KA represents the Branch code of the institution where the client belongs, then after the slash we have the type of client I=individual and lastly the clients number).
• Account No: Enter the client account number that you would like to import. It begins with KA/I/.... (KA represents the Branch code of the institution where the client belongs, then after the slash we have the type of client I=individual and lastly the clients number).
• First Name: Enter the First name here.
• Middle Name: Enter the middle name here.
• Family Name: Enter the Last or family / surname name here.
• Name of Partner: Enter the names of the spouses here.
• Title: Enter here the title by which the client will be addressed e.g Mr, Mrs, Bishop, Doctor, Rev, etc. These titles should have been defined under Support files/ Name titles
• ID Number: Enter here the Identification number of the documents of the clients you are going to import.
• Authority: Enter here the authority that issued the Identification above e.g Ministry of Internal Affairs (MOIA), Immigration department, etc
• Issue date: Enter here the issue date of the documents provided for each client. After filling all the data on this import template / worksheet save it to a path that you will access from the importation window.

Note also that when you hover the mouse over the column header, you will get more information about the column data.

Save the file as a Microsoft Excel file e.g. "Clients.xls" This file should be saved as a workbook with a single worksheet to a selected path and can now be imported.

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