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Individual Customer Account Creation
The Individual Customer Account Creation page allows you to migrate individual customer profiles and their associated account details into Udara360 by uploading a pre-formatted spreadsheet file. This is used during system migration to bring across existing individual customer accounts without recreating them one by one. This guide will walk you through the migration process.
Accessing Individual 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 Individual Customer Account Creation from the dropdown list
Migrating Individual Customer Accounts
Click Download Individual Customer Account Format to download the pre-formatted spreadsheet template
Populate the template with your customer 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 accounts
