Data Management Overview

This section describes how to import and extract existing data into and out of Mambu.

Importing data

The steps for importing data into Mambu are:

1. Carry out the required preliminary steps described in Prerequisites.
2. Plan and schedule your migration. For an API-based migration, contact your onboarding consultant for help with planning the migration. For more information, see Getting help.
3. Extract the data from your legacy system. For more information, see Extracting data.
4. Prepare your data for submission to Mambu.
5. Submit your data to Mambu using one or both of these methods:
   • The recommended way via the Mambu APIs.
   • Using a provided Excel template. For more information, see Disadvantages of using Excel-based import.
6. Mambu automatically validates your submission.
7. Review your submission, and make any necessary corrections.
8. Confirm your import to complete the migration.

Disadvantages of using Excel-based import

We recommend using the Mambu API, or using the API in addition to using the Excel-based import. Migration with our Excel template does not support some common cases, including:

• Importing Dynamic Loan Schedules or Revolving Credit Loans.
• Specifying a penalty rate per account at import.
• Importing deposit accounts with different interest rates - all deposit accounts imported with Excel sheets use the Deposit Product default interest rate.
• Importing Deposit Transactions, only the current balance.

Despite these limitations, there are cases where it is better or easier to import data via Excel, such as when your old systems export data in a CSV file. Many of the limitations with the Excel method can be addressed using our APIs after the initial import. If you will be retrieving data from your legacy system using an API, it is usually easier to migrate via API.

Getting help

Generally speaking, you are responsible for preparing your data for import, but we do provide some help. When importing via Excel, we provide a template sheet and detailed instructions for how to enter data.

If you are planning to migrate via API, please contact your onboarding consultant to request support. They can work with you to help determine the best strategy and APIs to use, depending on your needs. For more information on how to contact your onboarding consultant, see Importing your Data via API - What We'll Need from You.

Be sure to plan your migration carefully. Based on the amount of legacy data you have, it can take time. If your organization is already live, we strongly recommend planning to reduce the risk of any performance impact, such as scheduling migration after business hours when possible.

No migration process is risk-free, so be sure that all your data is appropriately backed up during the process.

Import prerequisites

To migrate data into Mambu, the following setup steps must be completed. These steps ensure that the necessary structure is in place for your data to be imported into our systems:

• Create Mambu users and assign them the appropriate permissions to access Mambu.
• Add your organization's branches.
• Add any custom field definitions that you want to include in the forms.
• Add the loan and deposit products that you offer.

Completing this setup in advance allows us to assign all imported clients and groups to the appropriate branches and credit officers, to fill all necessary custom field values, and to assign all accounts to the appropriate products.

For more instructions on importing data into Mambu, see the remaining pages of this section.

Extracting data

Mambu offers three options for extracting data:

• Database backup
• Mambu - Stitch Extract, Transform, and Load (ETL) integration
• Streaming API

Database backup

Mambu users may download their entire data set at any time by performing a database dump using either the Mambu UI or Mambu API.

Performing a database backup with the Mambu UI

To perform a database backup with the Mambu UI:

1. Ensure that Data Export is enabled for your tenant by checking the feature list in the Administration menu.
2. Go to Administration > Data.
3. Select Export Your Data.
4. Select Download Database.

To see the process in action, check out our demo video.

Performing a database backup with the API

For more information on how to complete a database backup using the API, see Database Backups in our User Guide and Database Backup in our API Reference.

Mambu - Stitch ETL integration

The Mambu - Stitch ETL integration allows you to move data from Mambu into your data warehouse or data lake. For more information, see Stitch connector on our Ecosystem site.

Streaming API

The Streaming API is a system to system communication tool that uses a pull-based communication strategy to allow you to stream large amounts of data out of Mambu. For more information, see Streaming API in our User Guide and the Streaming API Reference.