For the complete documentation index, see llms.txt. This page is also available as Markdown.
Group Member Mapping
The Group Member Mapping page allows you to associate individual customers with their respective group accounts in Udara360 by uploading a pre-formatted spreadsheet file. This step is typically completed after group customer accounts have been created, to establish the membership links between individual customers and their groups. This guide will walk you through the migration process.
Accessing Group Member Mapping
Log into the application using your credentials.
From the dashboard, navigate to Data Migration in the side menu.
Expand Data Migration and Select Group Member Mapping from the dropdown list
Mapping Group Members
Click Download Group Member Mapping Migration Format to download the pre-formatted spreadsheet template
Populate the template with your group member 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 apply the member mappings
