How to do a batch upload.

Created by Judy Macharia, Modified on Tue, 10 Dec, 2024 at 7:45 AM by Nicola Njagi

A SACCO staff member (with the appropriate user-role permissions) can perform a batch upload through the following steps:

Log in to https://app.kwara.com/
Scroll to the 'More' section after the settings section.
Click on batch transactions option
Click on the Green Upload button
Download the Excel Template
Add the member ID, Product ID (Which are on the Loans and Savings Worksheets at the bottom of the excel template), the Amount, and the Type (it can be WITHDRAWAL, FEE, DEPOSIT or REPAYMENT - ensure you use capital letters for the Type entries), add any notes, and fill in the Value date of the transaction in the format (DD.MM.YYYY)
Once you have added your data to the template, save the document.
Upload the filled template under the select file section in the batch uploads section
Submit the file
Click on the Batch ID
Approve the pending transactions.
Wait for the batch to process till approved
The uploader will receive an email notification once the upload is complete with validation error messages should there be an issue to resolve or a successful batch upload notification.

Please note - The batch upload feature will only apply the transactions to existing member accounts within the platform. In the case that a member account does not exist or their name has been associated with the wrong account, the transactions will fail and the uploader will receive an email notifying them of the same.