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Customer Balance
The Customer Balance page allows you to import existing customer account balances into Udara360 by uploading a pre-formatted spreadsheet file. This is typically used during a system migration to ensure that all customer balances are accurately reflected in the platform from the point of go-live. This guide will walk you through the migration process.
Accessing Customer Balance
Log into the application using your credentials.
From the dashboard, navigate to Data Migration in the side menu.
Expand Data Migration and Select Customer Balance from the dropdown list
Migrating Customer Balances
Click Download Customer Balance Migration Format to download the pre-formatted spreadsheet template
Populate the template with your customer balance 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 balances
