Importando Miembros de Grupo. 

 

La aplicación recomendada para crear las bases de datos de los clientes es Microsoft Excel desde que estos archivos tienen que ser guardados con la extensión del archivo “.xls”. 
 
La siguiente tabla muestra los varios campos (25) que deben crearse para la importación de archivos. Esto incluye el nombres de los campos, tipo de Datos, ancho del Campo, descripción del Campo y un ejemplo de un valor de ingreso de datos. Los Campos desplegados en amarillo son los campos obligatorios que no deben dejarse como espacio en blanco. Mientras aquéllos resaltados en verde deben contenerse en los Ficheros de Apoyo del Loan Performer.  
 
Ingrese los datos pertinentes y guarde el archivo como un archivo Microsoft Excel, por ejemplo "Group members.xls". Este archivo debe guardarse como un libro de una sola hoja de trabajo.

	Field Name	Type	Width,   Dec.	Description
1	Client (Group) Code	Character	8	Group Code (format ‘DB/00001’,has to exist as a group)
2	Full Name	Character	40	Full name member
3	Member Number in Group	Character	11	Member number in the group (this may change over time)
4	Gender	Character	1	Gender (‘F’=Female, ‘M’=male)
5	Start Membership	Date	8	Membership registration date
6	End Membership	Date	8	End of membership date
7	1st Member Category	Numeric	3,0	User defined member category 1 (must exist under Support Files/Member Category 1)
8	Sub-Group ID	Numeric	6,0	Sub-group ID (0 – zero – if not applicable)
9	Address	Character	40	Address Member
10	ID Card	Character	30	Identity Card (follows width settings in Configuration)
11	Birth Date	Date	8	Client’s birthday
12	Marital State	Character	1	(‘S’ for single, ‘M’ for married, ‘D’ for divorced, ‘W’ for widow(er) or ‘U’ for unknown)

13

No. of Children

Numeric

2,0

Number of children (0 – zero – If not applicable)

14

No. of Dependants

Numeric

2,0

Number of dependants (0 – zero – If not applicable)

15

Level of Education

Character

2

Level of education (should exist under Support Files/Education)

16

Level of Income

Character

2

Income level (should exist under Support Files/Income)

17

Period Savings

Numeric

11,2

Amount to be saved (0 – zero – If not applicable)

18

Savings product

Character

3,0

This is the savings product that is used for monitoring of regular savings. It can be left empty if not relevant but If it is entered then the product must exist as product in Configuration/Products and must exist as a savings product of the group. The client registration date is also taken as the account opening date. This is a character field where the first character indicates savings or loans and the next two a serial number.

19

Expected Amount

Numeric

11,2

Expected Savings Amount to be saved for this product.

20

Function

Character

1

Function in group (“C”=Chair-person, “T”=Treasurer, “S”=secretary, “O”=other)

21

Signatory

Logical

1

Indicates whether this person is authorised to sign

22

Phone

Character

15

Telephone number

23

Housing

Character

1

Housing (“O”=owner, “R”=rented, “U”=unknown)

24

2nd Member Category

Numeric

3,0

User defined member category 2 (must exist under Support Files/Member Category 2)

25

ExitReason

Memo

4

Reason for leaving the group