Loan Account

The Loan Account page allows you to migrate existing loan account information into Udara360 by uploading a pre-formatted spreadsheet file. Before uploading, you can choose whether the system should automatically generate repayment schedules for the migrated loans using the Should Create Schedules toggle. This guide will walk you through the migration process.

Accessing Loan 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 Loan Account from the dropdown list

Migrating Loan Accounts

1. Click Download Loan Account Migration Format to download the pre-formatted spreadsheet template

2. Populate the template with your loan account data and save the file in .xlsx format

3. Click Browse or drag and drop the completed file into the upload area

4. Toggle Should Create Schedules on if you want the system to automatically generate repayment schedules for the migrated loans, or leave it off to migrate the loan accounts without schedules

5. Click Upload to submit the file and migrate the accounts

📌If you choose not to create schedules at this stage, you can migrate the repayment schedules separately using the Loan Schedule page.