Fixed Deposit Account

The Fixed Deposit Account page allows you to import existing fixed deposit account details and their associated terms into Udara360 by uploading a pre-formatted spreadsheet file. This is used during migration to bring across all fixed deposit accounts from a previous system without having to recreate them individually. This guide will walk you through the migration process.

Accessing Fixed Deposit Account

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 Fixed Deposit Account from the dropdown list

Migrating Fixed Deposit Accounts

1. Click Download Fixed Deposit Migration Format to download the pre-formatted spreadsheet template

2. Populate the template with your fixed deposit data and save the file in .xlsx 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 accounts