Import Loan Data

Upload Excel files to import client or employee loan data

Import Settings

Configure import options before uploading

Import Type

Branch

Excel File

Import Result

Status of the last import operation

No import performed yet

Expected File Format

Client Loan Book Columns:

Client Attendant, Date, Client Reference Number, Facility Number, Client Type, Surname, Forename, Email, Contact No., Collateral Item, Collateral Value, Money Out (Loan Amount) (ZMW), Duration, Rate, Payment Expected, etc.

Employee Loan Book Columns:

Employee Name, Employee ID, Department, Loan Amount, Interest Rate, Monthly Deduction, Duration, Outstanding Balance, etc.