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Transitioning To Astalty
Welcome to Astalty!
We’re here to make your transition to Astalty as smooth and stress-free as possible. The following is a suggested guide to help you get started—it’s flexible, so feel free to tailor it to your organisation’s needs. That said, we do recommend following a structure similar to the one outlined below to ensure a seamless onboarding experience.
Creating an account
Make sure you’ve created your account here: https://app.astalty.com.au/register.
If you’d like to extend your trial, please reach out to your Account Manager (Jonathon or Cian), and they’ll organise that for you.
Data Migration
Start by identifying the data you’d like to migrate into Astalty. The process can be streamlined using a set of import spreadsheets provided by Astalty to make onboarding easier. These imports cover the following data types:
Participants
Case Notes
Documents
Contacts
You can access all import guides here: https://docs.astalty.com.au/guide/settings/imports
Get in touch with your current software provider as early as possible—some providers can take weeks to supply the data you’ll need.
Data transformation
If you require assistance with data transformation or have questions, please reach out to your Account Manager.
Onboarding and Training
Your Account Manager will oversee your onboarding and training process. Use the links below to access various resources. We recommend using the onboarding link to coordinate setup discussions and to schedule training sessions with your team.
Onboarding
Training
Astalty Learning Portal
You can also access our self-paced training modules here: Astalty Learning Portal.
Inside, you will find three different modules;
Astalty for Business Operators
This short course helps you set up the software without hassle. Ensuring your business details are entered, charge items are set up, and users are added. - Access here.
We strongly recommend that business owners or senior managers responsible for implementing Astalty complete this course to ensure a smooth and successful setup.
Astalty for New Users
An introduction to Astalty for New Users. This course will cover the general use of the software, creating billable tasks, setting up Participant profiles, reports and more! - Access here.
Astalty Finance
Ensure your first invoice run goes smoothly, have your invoices reconciled correctly, and edit any invoices as necessary. This course will guide you through the invoice process! - Access here.
Go-Live & Rollout
Once training and data migration are complete, you can choose how to roll out Astalty across your organisation. Some teams prefer to go live with the entire team at once, while others start with a small group to pilot the system, monitor progress, and address any issues before expanding.
Select the rollout strategy that best suits your team and minimises risk. Once you're confident everything is in place, you can begin inviting users to the platform using the steps found here.
Invoicing & Billing
Once your trial has ended, you will receive an automatic invoice from Stripe on behalf of Astalty. Astalty only offers payment via your nominated card, which can be managed here.
For more billing information, please visit the following link.
Ongoing Support
If anything goes wrong, we’re here to help:
Tech help – Email Cian and the support team at support@astalty.com.au, or
Use the support button within Astalty for direct assistance.
Thank You
Thanks for choosing Astalty — we’re excited to support your growth every step of the way!