# Data Migration

The Data Migration page allows you to efficiently transfer existing customer and account data into the Udara360 Core Banking System. This feature streamlines importing various types of banking data through a simple file upload interface. Whether you're migrating corporate accounts, individual customers, or loan data, the system accepts data in `.xlsx` format to ensure consistency and accuracy.

### Types of Data Migration

Here are all the available options for data migration in Udara360:

<table><thead><tr><th width="339">Migration Type</th><th>Description</th></tr></thead><tbody><tr><td>Corporate Customer Account Creation</td><td>Enables you to bulk upload corporate customer profiles and their associated account information</td></tr><tr><td>Customer Balance</td><td>Allows you to migrate existing customer balance data into the system</td></tr><tr><td>Fixed Deposit Account</td><td>Used for importing fixed deposit account details and their associated terms</td></tr><tr><td>GL Balance</td><td>Facilitates the migration of General Ledger balance information</td></tr><tr><td>GL Creation</td><td>Migrate General Ledger accounts through bulk upload</td></tr><tr><td>Group Customer Creation</td><td>Supports the migration of group customer profiles and their related data</td></tr><tr><td>Group Member Mapping</td><td>Enables you to map and associate members to specific customer groups</td></tr><tr><td>Individual Customer Creation</td><td>Used for bulk uploading individual customer profiles and account details</td></tr><tr><td>Loan Account</td><td>Facilitates the migration of existing loan account information</td></tr><tr><td>Loan Schedule</td><td>Allows you to import loan repayment schedules and terms</td></tr><tr><td>Overdraft Account</td><td>Supports the migration of overdraft account details and limits</td></tr></tbody></table>

### Upload Process

The upload process remains consistent across all migration types:

1. Navigate to the desired migration type from the left sidebar menu.
2. You'll see a file upload interface where you can either:
   * Click "Browse" to select your file.
   * Drag and drop your file directly into the designated area.
3. Ensure your file is in `.xlsx` format.
4. Before uploading your data, you can download the standard template by clicking the **"Download Format"** button (the template name will vary depending on the migration type).
5. Click the new button that appears to proceed with your Data Migration. &#x20;

{% hint style="warning" %}

### **Note:**

* Always use the provided template to ensure your data matches the required format.
* The system only accepts files in `.xlsx` format.
* Verify your data before uploading to avoid any inconsistencies.
* The current financial date displayed at the top of the page will be used as the reference date for your migration.
  {% endhint %}