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Loan Schedule

The Loan Schedule page allows you to import existing loan repayment schedules into Udara360 by uploading a pre-formatted spreadsheet file. This is used when loan accounts have already been migrated without schedules, and the repayment terms need to be brought across separately. This guide will walk you through the migration process.

Accessing Loan Schedule

  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 Schedule from the dropdown list

Migrating Loan Schedules

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

  2. Populate the template with your loan schedule 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 schedules

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