Wakandi allows you to bulk import new transactions made by members of your SACCO!
Go to Import and select Transactions
To bulk import transactions, follow the simple steps below:
- Log in to Wakandi as an administrator.
- Go to “Import”.
- Click “Transactions”
- Select the "Download Template" button in the top right of the screen, and a Wakandi transactions import template will be downloaded.
- Fill in all necessary information on the template correctly.
- Go back to “Transactions” in Wakandi.
- Then, click on "Upload"
- Assign the transactions import to the correct user.
- Select the specific account under the "Cash/Bank Accounts" section.
- Select the correctly filled Wakandi transaction import template that you previously downloaded and correct any errors that pop up.
- Click "Upload".
- Then, click on the imported transactions file that will appear as shown below.
- Click on "Submit".
13. Finally, it will display that the transaction data was successfully submitted.
