Astalty Logo

Services Import

Overview

This user guide article outlines the process of accessing and completing the services import option. See the instructions below to complete this process.

Accessing the Import

Head to the page through this link here to access the import, currently this is the only way to access the import.

If you have any questions, please contact support@astalty.com.au before starting your import.

Completing the Import

For this import to be successful, this will need to happen after you've imported your Participants. For more information on this process head to our user guide article here.

To complete the import head to the Services Import page and download the Import Template. This import is made up of two separate tabs within the import spreadsheet: Service Data Import, and Service Charge Item Mapping. To complete the template you will need to have the following information about the contact;

Service Data Import

  • Participant NDIS Number

  • Participant Name

  • Service Name

  • Service Amount

  • Remaining Amount

    • Can be left blank.

  • Reconciled Date

    • The date must be in the format dd/mm/yyyy - for example 27/02/2025.

    • Can be left blank if the Remaining Amount is left blank.

  • Management Type

    • self

    • plan

    • ndia

  • Service Coordinator

Service Charge Item Mapping

  • Service Name

    • If this name matches a Service Name in the Service Data Import, it will assign all the charge items in the Service Charge Item Mapping tab where they have this same Service Name.

  • Service Category

    • Two different Support Categories cannot have the same Service Name

  • Number

    • E.g. Line Item

  • Name

  • Reference

  • Units

  • Price

  • Claim Type

How to use the Services Import

See the instructions below on how to use the Services process;

  1. Read the Import Requirements above

  2. Ensure you have imported all of your Participants that you are importing Services for.

  3. Ensure you have invited all users into your Astalty organisation.

  4. Download the Services Import Template

  5. Populate the template with your Services from your previous software.

    • Within the Service Data Import tab, populate service/s for the participant (use a new row per service).

    • Within the Service Charge Item Mapping, populate this with the charge items that are to be assigned per service name.

      • Charge items with two different Support Categories cannot be assigned to the same Service Name (e.g. A charge item for 07_002 and 10_035 cannot both feature under the same service name, i.e. "Support Coordination Level 2")

  6. Remove the example data from the template

  7. Contact support@astalty.com.au to organise a way to share your import file securely via your preferred cloud storage provider or email your data to imports@astalty.com.au.

  8. Once the import is complete, you will receive an email from Astalty letting you know the import is complete.

Troubleshooting

If you encounter any issues during the import process, please reach out to support at support@astalty.com.au for assistance.