The Salesforce Admin went through the data Provided and decided to do the following;

1) The Salesforce Administrator instructed the finance team to compile all customer profiles to a single Excel Sheet to be arranged under the following named Columns in Excel;

       i) AccountName

       ii) Phone

       iii) Industry

Then convert Excel sheet to CSV

2) The Salesforce Administrator then instructs the finance team to compile another CSV File for all customer Opportunities to a single Excel Sheet Names General Estate Opportunity Records to be arranged under the following named Columns in Excel;

         i) OpportunityName

         ii) Asset/Landed Property Purchase name

         iii) Asset Amount

          iv) First Advance Instalment

           v) Stage

Then convert Excel sheet to CSV

3) That they should compile a third excel sheet for Receipts/ Collections under the following columns;

      i) Customer Opportunity Number (OpportunityID)

      ii) Payment Date

      iii) Receipt number

       iv) Amount Paid

Then convert Excel sheet to CSV

4) That the data import wizard will be used to import into the three(3) Objects namely; i) Account ii) Payment Instalment and iii) Opportunity objects