Last updated 12 Oct 2026
How to switch NDIS software without losing a claim cycle
Switching NDIS software works best at the start of a pay and claim cycle. Export participants, plans, staff, credentials and open invoices from your current system, import them, run a parallel roster for a week, then make your first bulk claim from the new system. Keep the old system read-only until remittances are reconciled.
Switching, step by step
A typical order of work. Your timing may differ.
Pick a start date
Choose the first day of a pay and claim cycle.
Export your data
Participants, plans, staff, credentials and open invoices.
Import and check
Import the files and check a sample of records against the old system.
Run in parallel
Run the roster in both systems for one week.
Make the first claim
Lodge the first bulk claim from the new system, then reconcile.
How long does a switch take?
Typical timelines will be added once confirmed with customers.