Participants Export

The Participants Export downloads primary details for all active and archived Participants as a CSV.

Creating an Export

1. Open Exports and select Create Export.
2. Under Participants, select Participants.
3. Turn on Exclude archived Participants if you only need active Participants. It is off by default.
4. Select Create Export.

Downloading the Export

When the file is ready, return to Exports and select Download.

Exported Fields

The CSV includes:

• First Name
• Middle Name
• Last Name
• Preferred Name
• NDIS Number
• Aged Care ID
• Primary Coordinator
• Primary Coordinator Email
• Current Plan Start Date
• Current Plan End Date
• Plan Manager
• Plan Manager Invoice Email
• Self Managed Invoice Email
• Primary Contact
• Primary Contact Email
• Primary Contact Mobile
• Primary Contact Phone
• Emergency Contact
• Emergency Contact Email
• Emergency Contact Mobile
• Emergency Contact Phone
• Phone
• Mobile
• Email
• Date of Birth
• Age
• Gender
• Sex
• Ethnicity
• Pronouns
• Preferred Language
• Preferred Way to Sign Documents
• Primary Diagnosis
• Secondary Diagnosis
• Medicare Number
• Centrelink Number
• External ID
• Checkin Period
• Last Checkin
• Checkin Status
• Tags
• Address
• Address 1
• Address 2
• Address 3
• Suburb
• Postcode
• State
• Country
• Commencement Date
• Date Created
• Date Archived
• Exit Date
• Exit Reason
• Exit Details
• UUID