Import shares

Open Import shares from Institution (or press Ctrl+K and type "shares import"). You need permission to create share accounts or to apply additional shares. This is Bankayo’s preview importer — not Fineract’s Organization Excel bulk-import entity (shareaccounts).

Each spreadsheet row buys shares in the product you pick on the upload form. Amount is divided by that product’s unit price (rounded down) to get the share count. If the client already has an active account for the product, the row purchases additional shares and auto-approves them. Otherwise it creates, approves, and activates a new account. Payment is always from the client’s first active savings account (useSavings).

Before you import

• Download the Excel template from the import page.
• Every client in the file needs an external ID that matches the client record, and an active savings account (not a fixed or recurring deposit).
• Add a share product if the product picker is empty.
• The amount on each row must be enough for at least one share at the product unit price.

Spreadsheet columns

1. s/n — serial number (ignored)
2. External Client ID — required; matches the client’s external ID
3. Client Name — optional; filled from the matched client when blank
4. Amount — purchase amount greater than zero
5. Date — transaction date (see below)

There is no narration column. Share product is not in the file — it comes from the form.

Date formats

The Date column accepts:

• Excel date cells — format the column as Date in Excel (recommended).
• ISO text — yyyy-MM-dd when you type dates as text (for example 2024-03-15).
• Excel serial numbers — numeric date values Excel stores internally.

Avoid ambiguous slash dates such as 01/02/2024. Day and month order varies by locale and may import as the wrong date. Rows with an unrecognised date are marked invalid in the preview.

Preview the file before posting. Invalid rows can be exported, fixed, and uploaded again. Valid rows post one at a time; failed rows can be exported without undoing purchases that already posted.

If a client has more than one active savings account, the first active regular savings account is used.

The address bar is Institution › Import shares.