Transitioning To Astalty

Welcome to Astalty!

Use this checklist to plan your setup, migration and rollout. Adjust the order to suit your team, while keeping the required import order below.

Creating an account

Create an Astalty account to start your trial. If you need more time, contact your Account Manager or support to discuss it.

Decide what to bring across, then follow the Imports Overview for templates, supported fields and the import process. Request exports from your current provider early enough to review them before rollout.

Import Users, then Plan Managers, then Participants. Participant imports use user and Plan Manager email addresses to make those links. Import related records, such as Contacts, afterwards. Case Note and Document imports are arranged with Astalty.

Before confirming an import, review the matched and unmatched rows. Choose how existing records should be handled for that import. Running it again does not undo records already created.

Data transformation

If your exported data needs preparing for Astalty's templates, email imports@astalty.com.au to discuss migration assistance.

Onboarding and Training

Agree on the setup tasks, training and rollout dates with your Account Manager. Contact support@astalty.com.au if you need help arranging onboarding.

Self-paced training

Choose the video playlists or online courses relevant to each person's work.

Astalty for Business Operators

Set up business details, Charge Items and user access with Astalty for Business Operators.

Scheduling with Astalty

Learn to create and manage your roster with Scheduling with Astalty.

SIL Best Practices

Work through shared supports and site management in SIL Best Practices.

Astalty for Support Workers

Help staff use shifts, notes and Participant information in the Support Worker course.

Astalty Finance

Prepare for invoicing and reconciliation with Astalty Finance.

Astalty for New Users

Cover tasks, Participant profiles and reports with Astalty for New Users.

Go-Live & Rollout

Check the imported records and complete the tasks your team will use, such as creating a task, scheduling a support or preparing an invoice. You can start with a small group or roll out to the whole team once they are ready.

Invite users when their access and training are ready.

Invoicing & Billing

To continue on a paid plan, subscribe from Billing and add your payment details. Creating a trial account alone does not create a paid subscription. With card payment, subscribing during the trial schedules the first charge for when the trial ends. If your account pays by bank transfer, the subscription invoice is due when you subscribe and the trial ends at that point.

See Managing Your Subscription for the available controls.

Ongoing Support

Select Support in Astalty or email support@astalty.com.au. Your team can return to this guide whenever they need the steps for a task. Start with Getting Help if you cannot find an answer.