1
Open import or export settings
Use Settings, Import for incoming data and Settings, Data Export for organisation exports where available.
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Team and settings
How to import and export data
Use import tools, migration review, data export and finance exports without breaking participant records.
Owners, admins, managers and finance users
20 minutes
App area: /dashboard/settings/import
Before you start
Check these items before changing participant, billing or compliance records.
- Back up source data before importing.
- Clean spreadsheets so required columns are consistent.
- Decide whether the import is a test, migration or production update.
Steps
Follow this workflow.
2
Map required fields
For imports, match source columns to CordoCare fields such as participant name, NDIS number, contact details and assignment.
3
Review validation results
Fix duplicate participants, missing required fields, invalid dates and mismatched staff before committing the import.
4
Run a small test first
Import a small sample before large migration work. Check participant records, search results and reports after the sample.
5
Use exports for review and compliance
Use CSV, invoice and reporting exports when finance, audit or migration work needs source data outside CordoCare.
Expected outcome
Data moves into or out of CordoCare with validation, review and less risk of duplicate records.
Related CordoCare guides
How to add a participant
Create a participant record with contact details, NDIS number, funding route, guardians, emergency contacts and staff assignment.
How to run operational and custom reports
Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.
How to run a billing cycle
Use billing runs, billing periods, unbilled summaries and exports to complete a repeatable finance workflow.
Related feature pages
Want another workflow?
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