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Group Customer Account Creation
The Group Customer Account Creation page allows you to migrate group customer profiles and their associated account details into Udara360 by uploading a pre-formatted spreadsheet file. Each row in the template represents a group customer, with fields covering the group's identity, contact information, mandate rules, account configuration, and notification preferences. This guide will walk you through the migration process.
Accessing Group 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 Group Customer Account Creation from the dropdown list
Migrating Group Customer Accounts
Click Download Group Customer Account Format to download the pre-formatted spreadsheet template
Populate the template with your group customer data and save the file in .xlsx format, the template includes fields for the group's identity details, contact information, mandate and signatory configuration, account settings, and notification preferences
Click Browse or drag and drop the completed file into the upload area, the preview table will display the file contents for review before submission
Click Upload to submit the file and migrate the accounts
