How to do a batch upload.

A SACCO staff member with the appropriate user-role permissions can perform a batch upload by following these steps:

1. Log in to https://app.kwara.com.
   
   

2. Navigate to the ‘More’ section (located below the Settings section).
   
   

3. Click on “Batch Transactions.”
   
   

4. Click the green “Upload” button.
   
   

5. Download the Excel template.
   
   

6. In the template, fill in the following fields:

   • Member ID

   • Product ID (refer to the Loans and Savings worksheets at the bottom of the template)

   • Amount

   • Transaction Type (use lowercase: withdrawal, deposit, or repayment)

   • Reference (ensure each entry is unique; if unsure, leave blank)

   • Payment Method (optional: add the key of the relevant payment method in this section)

   • Notes (optional)

   • Value Date in the format YYYY-MM-DD
     
     

7. Save the filled Excel template.
   
   

8. In the app, go back to the Batch Uploads section and select the saved file.
   
   

9. Click “Submit.”
   
   

10. Once uploaded, click on the Batch ID to view the transactions.
    
    

11. Approve the pending transactions.
    
    

12. Wait for the batch to process until the status shows “Completed.”