> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/data-migration/corporate-customer-account-creation.md).

# Corporate Customer Account Creation

The Corporate Customer Account Creation page allows you to migrate corporate customer profiles and their associated account information into Udara360 by uploading a pre-formatted spreadsheet file. This is used during institution onboarding or system migration, when a large number of existing corporate accounts need to be brought into the platform at once. This guide will walk you through the migration process.

## Accessing Corporate Customer Account Creation

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Data Migration** in the side menu.
3. Expand **Data Migration** and Select **Corporate Customer Account Creation** from the dropdown list

## Migrating Corporate Customer Accounts

1. Click **Download** Corporate Customer Account Format, a confirmation modal will appear asking: **"Are you sure you want to download Corporate Customer Account Creation Format?"**
2. Click **confirm** to proceed, a success modal will confirm the download was successful
3. Populate the template with your **corporate customer data** and save the file in **.xlsx** format
4. Click **Browse** or **drag and drop** the completed file into the upload area
5. Click **Upload** to submit the file and migrate the accounts

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FUSjPLyhghxt5NLB6RKYr%2Fimage.png?alt=media&amp;token=9461402e-5e67-49fb-a6a8-570b049b66d7" alt=""><figcaption></figcaption></figure>

> :pushpin:Download the template before preparing your data to ensure the file structure matches what the system expects.