Bulk import

Open an Import … type from Organization in the sidebar (or press Ctrl+K and type "import" plus the entity). You need the matching READ_* permission for that entity (for example READ_CLIENT for clients, READ_LOAN for loans). Upload needs the matching create or transaction permission.

This is the organisation-wide Fineract workbook importer (GET {entity}/downloadtemplate, POST {entity}/uploadtemplate, GET /imports). It is not the journal preview importer under Accounting, not the savings deposit importer or share purchase importer under Institution, and not the Excel shortcut on the groups list — those stay as shortcuts. Journals, savings deposits, and share purchases are never imported from these screens.

Types

Each type is a first-class Organization screen:

• Offices
• Users
• Groups
• Centers
• Clients
• Employees
• Guarantors
• Loans
• Fixed deposits
• Recurring deposits
• Chart of accounts
• Loan repayments
• Savings transactions
• Fixed deposit transactions
• Recurring deposit transactions

Import journal entries stays under Accounting. It previews rows and posts them one at a time — it does not use Fineract’s journal workbook (gljournalentries).

Import savings stays under Institution. It previews rows and posts deposits one at a time — it does not use Fineract’s savings-account workbook (savingsaccount). Fineract savings-transaction workbooks remain on this hub.

Import shares stays under Institution. It previews rows and posts share purchases one at a time — it does not use Fineract’s share-account workbook (shareaccounts).

What you can do

Open an entity. Download template returns an Excel workbook with the columns Fineract expects. Office, staff, and client type (person or entity) filter the lookup sheets when that entity offers them.

Upload a completed .xls or .xlsx file (up to 10 MB). Fineract processes the workbook in the background. Previous imports lists each upload: started, finished, status, and row counts. Output downloads the result workbook with row-level errors (GET /imports/downloadOutputTemplate).

Client person vs entity is taken from the type picker, or from the file name if you do not pick one. Guarantor templates use Fineract’s dummy loan path (/loans/1/guarantors); the path loan id is ignored for the workbook.

Sending still needs a completed template that matches Fineract’s columns. Wrong columns fail in the output file, not in Bankayo validation.