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Care Coordination & Client Funding : New Updates

Why does my client import fail after the update?

1 min read Updated October 2026

  • The client import file now needs a Service Type column, and every row must have one. Files made before the update don’t have this column, so they fail.

To fix it:

Step 1:

 Get the latest client import template. (Import > first “Click here” option)

Step 2:

Fill in a Service Type for every client: NDIS, Care Coordination or Allied.

Step 3:

    Upload the file again.

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