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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
Log into the application using your credentials.
From the dashboard, navigate to Data Migration in the side menu.
Expand Data Migration and Select Corporate Customer Account Creation from the dropdown list
Migrating Corporate Customer Accounts
Click Download Corporate Customer Account Format, a confirmation modal will appear asking: "Are you sure you want to download Corporate Customer Account Creation Format?"
Click confirm to proceed, a success modal will confirm the download was successful
Populate the template with your corporate customer data and save the file in .xlsx format
Click Browse or drag and drop the completed file into the upload area
Click Upload to submit the file and migrate the accounts
📌Download the template before preparing your data to ensure the file structure matches what the system expects.
