Enhanced Import Tool with Additional SACCO Member Data Fields
Overview: This release enhances the existing import tool to support additional data fields specific to SACCO members. The new fields provide a more comprehensive member profile, allowing for improved record accuracy and easier data management.
New Data Fields Added:
- National ID
- Captures the member’s national identification number.
- Occupation/Business Type
- Specifies the member’s occupation or type of business.
- Payroll Number
- Records the member’s payroll number for payroll-based transactions.
- Nominee Details
- Includes nominee’s Phone Number and Percentage share details.
Each new field is now available for mapping in the UI during the import process, ensuring seamless data integration for enhanced SACCO member profiles. This update improves the import functionality, allowing for more detailed and complete member data.
How we access the Excel before uploading it as an import.
- Login to Wakandi Admin Panel and click on import button.
- Then click on members bullet under input button.
- Click on Download Template then check downloads for the one labelled “cams-members-import-sample-file”
- Then fill in the required data fields to capture more information.
- Access Wakandi Admin Panel to upload in the section where the sample excel was first downloaded.
- To upload, we click on Upload button instead of Download Template as in steps earlier.
- Choose the filled in excel or CSV file from the computer and submit.