Bank Details (IFSC Code) Plugin

Product Description

The Bank Details (IFSC Code) plugin is a powerful and user-friendly WordPress tool designed to simplify the process of finding and managing bank information. Whether you’re a website visitor looking for specific bank details or an administrator managing a database of bank records, this plugin offers a seamless experience. It allows users to search for bank details using either an intuitive dropdown system or a direct IFSC code input, delivering accurate results instantly. With a modern, colorful design, the plugin enhances user engagement and ensures accessibility across devices, including mobiles and tablets. For administrators, it provides robust tools to add, update, and organize bank data efficiently, making it ideal for financial websites, customer service portals, or any platform requiring reliable bank information. Built with ease of use in mind, the plugin requires no coding knowledge, offering a plug-and-play solution for WordPress users.

Notable Features

1. Dual Search Options:

• Dropdown Search: Users can select a bank, state, district, city, and branch in a step-by-step dropdown sequence to find details.
• IFSC Code Search: Enter an IFSC code directly for quick access to bank information.

1. Responsive and Colorful Design:

• Features a vibrant interface with teal, coral, and gray color schemes, ensuring an engaging user experience.
• Fully responsive, providing a seamless experience on desktops, tablets, and smartphones.

1. Comprehensive Result Display:

• Shows detailed bank information, including bank name, branch, IFSC code, full address, STD code, and phone number.
• Results are presented clearly with bold labels and colorful styling for easy reading.

1. Powerful Admin Panel:

• Manual Input: Add new bank records individually with fields for bank, IFSC, branch, address, city, district, state, STD code, and phone.
• CSV Upload with Merge: Upload CSV files to add or update multiple records, automatically merging duplicates based on IFSC code.
• Edit and Delete: Modify or remove existing records with user-friendly controls.
• Admin Search: Search records by bank name, IFSC, or branch for quick management.

1. CSV Template Support:

• Includes a downloadable CSV template to ensure correct formatting for uploads, simplifying bulk data entry.

1. No Coding Required:

• Designed for non-technical users, with straightforward setup and management via WordPress’s familiar interface.

1. Optimized Performance:

• Efficient database queries and lightweight code ensure fast loading and smooth operation, even with large datasets.

How to Use the Product

The Bank Details (IFSC Code) plugin is easy to set up and use, whether you’re a website visitor searching for bank details or an administrator managing records. Follow these step-by-step instructions to get started and make the most of the plugin:

Step 1: Installation

1. Download the Plugin:

• Obtain the plugin folder (bank-details-ifsc-code) from your developer or source. It’s typically provided as a folder or a zipped file.

1. Upload to WordPress:

• Via WordPress Admin:
  • Go to your WordPress dashboard and navigate to Plugins > Add New > Upload Plugin.
  • If you have a zipped file, upload the bank-details-ifsc-code.zip file and click Install Now.
• Via FTP:
  • Unzip the plugin folder if needed.
  • Use an FTP client (e.g., FileZilla) to upload the bank-details-ifsc-code folder to wp-content/plugins/ on your server.

1. Activate the Plugin:

• In the WordPress dashboard, go to Plugins > Installed Plugins.
• Find Bank Details (IFSC Code) and click Activate.

1. Clear Cache (if applicable):

• If you use a caching plugin (e.g., WP Rocket, W3 Total Cache), clear the cache from its settings.
• Clear your browser cache to ensure the plugin’s styles load correctly.

Step 2: Set Up the Frontend

1. Create or Edit a Page:

• Go to Pages > Add New or edit an existing page where you want the search form and results to appear.

1. Add Shortcodes:

• Insert the following shortcodes:
  • [bdifsc_search_form]: Displays the search form (dropdowns and IFSC input).
  • [bdifsc_result]: Shows the search results.
• You can place both on the same page (e.g., form at the top, results below) or on separate pages, depending on your design.
• Example content: Search for Bank Details

[bdifsc_search_form]

Results [bdifsc_result]

1. Publish or Update:

• Save and publish the page, then view it to confirm the form appears with dropdowns and an IFSC input field.

Step 3: Add Bank Data (Admin)

1. Access the Admin Panel:

• In the WordPress dashboard, look for the Bank Details menu item in the sidebar (visible to users with admin privileges).
• Click it to open the management interface.

1. Add Records Manually:

• Under Add New Bank Record, fill in the form with details like:
  • Bank (e.g., SBI)
  • IFSC (e.g., SBIN0001234)
  • Branch (e.g., Main Branch)
  • Address (e.g., 123 Street)
  • City (e.g., CityName)
  • District (e.g., DistrictName)
  • State (e.g., StateName)
  • STD Code (e.g., 011)
  • Phone (e.g., 1234567890)
• Click Add Record to save. You’ll see a success message, or an error if the IFSC already exists.

1. Upload CSV:

• Under Upload CSV, download the provided CSV template by clicking Download Template.
• Open the template in a spreadsheet editor (e.g., Excel) and add records in the format: BANK,IFSC,BRANCH,ADDRESS,CITY1,CITY2,STATE,STD_CODE,PHONE.
• Example:
  SBI,SBIN0001234,Main Branch,123 Street,CityName,DistrictName,StateName,011,1234567890 HDFC,HDFC0005678,Downtown,456 Road,TownName,AreaName,StateName,022,9876543210
• Save the file as a CSV, then upload it using the Choose File and Upload CSV buttons.
• The plugin will add new records and update existing ones based on IFSC, showing a summary (e.g., “2 records added, 1 updated”).

1. Edit or Delete Records:

• In the Bank Records table, find a record and click Edit to modify its details, then save.
• Click Delete and confirm to remove a record.

1. Search Records:

• Use the Search Records bar to find entries by typing a bank name, IFSC, or branch (e.g., “SBI” or “SBIN0001234”).

Step 4: Search for Bank Details (Frontend)

1. Visit the Search Page:

• Go to the page where you added [bdifsc_search_form] (e.g., yoursite.com/bank-search).

1. Use Dropdown Search:

• Select Search by Bank Details from the method dropdown.
• Choose a Bank (e.g., SBI). The State dropdown will activate.
• Select a State (e.g., StateName). The District dropdown will activate.
• Choose a District (e.g., DistrictName). The City dropdown will activate.
• Select a City (e.g., CityName). The Branch dropdown will activate.
• Choose a Branch (e.g., Main Branch).
• Click Search to view results.

1. Use IFSC Search:

• Select Search by IFSC Code from the method dropdown.
• Enter an IFSC code (e.g., SBIN0001234) in the input field.
• Click Search to view results.

1. View Results:

• On the page with [bdifsc_result], results will display details like:
  • Bank Name: SBI
  • Branch Name: Main Branch
  • IFSC Code: SBIN0001234
  • Full Address: 123 Street
  • STD Code: 011
  • Phone Number: 1234567890
• If no results are found, a message like “No results found. Please try again.” will appear.

Step 5: Maintain and Update

1. Regular Updates:

• Periodically upload new CSV files to keep the bank database current.
• Edit records as needed to correct errors or update details (e.g., new phone number).

1. Monitor Performance:

• If the search feels slow with many records, ensure your server has adequate resources.
• Contact your developer if you encounter issues like dropdowns not loading.

1. Test on Mobile:

• Open the search page on a smartphone to confirm dropdowns, IFSC input, and results display correctly.
• Ensure the colorful design (teal labels, coral buttons) looks vibrant.

Step 6: Troubleshooting

1. No Data in Dropdowns:

• Ensure you’ve added records via the admin panel (manual or CSV).
• Check the CSV format matches the template.

1. Results Not Showing:

• Verify both shortcodes are on the correct pages.
• Ensure the search criteria match existing records.

1. Design Issues:

• Clear cache if colors or styles don’t load.
• Test in multiple browsers (Chrome, Firefox, Safari) to confirm compatibility.

1. Contact Support:

• If issues persist, note the problem (e.g., “District dropdown empty”) and reach out to your developer or hosting support.

Additional Notes

• Purpose: The plugin is perfect for financial websites, customer support portals, or any platform needing easy access to bank details, with robust admin tools for data management.
• User Experience: The colorful design and intuitive interface make it accessible to all users, while the admin panel empowers website owners to maintain accurate data.
• Scalability: Handles small to large bank databases efficiently, with CSV uploads simplifying bulk updates.
• Customization: If you need tweaks (e.g., new fields, different colors), your developer can extend the plugin further.