> 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/customer-balance.md).

# 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 

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 **Customer Balance** from the dropdown list

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FxfqonjVt3U1WSZzrZ7oo%2Fimage.png?alt=media&amp;token=b2c4af30-91f3-4de6-9c91-ef9507054ece" alt=""><figcaption></figcaption></figure>

## Migrating Customer Balances

1. Click **Download Customer Balance Migration Format** to download the pre-formatted spreadsheet template
2. Populate the template with your customer balance data and save the file in[ .xlsx](/core-features/data-migration/customer-balance.md) format
3. Click **Browse** or **drag and drop** the completed file into the upload area
4. Click **Upload** to submit the file and migrate the balances