The hardest part of changing NDIS software is usually the data. Smart Switch removes that barrier: it lets you import your entire business into Rostery yourself, from whatever system you use today, without a long professional-services engagement.
How it works
Export your data from your current software and bring it into Smart Switch. Rostery's AI maps your columns to the right Rostery fields, so you're not hand-matching dozens of headers. It then resolves relationships between records by natural key — connecting shifts to the right participants and workers, for example — so your data lands connected, not as isolated rows.
Before anything is written, a dry-run preview shows you exactly what will be imported and flags issues, so you can fix problems before they hit your live data. When you're ready, the import runs as a single transaction, and if the result isn't what you expected, a one-click undo rolls it back. A full-transfer workbook and a documents ZIP let you bring attachments and the complete dataset across in one move.
Why it matters for NDIS providers
Migration risk is the number-one reason providers stay stuck on software that no longer serves them. Smart Switch makes switching safe and self-directed.
- Low risk: dry-run preview and one-click undo mean you can try before you commit.
- Less effort: AI column mapping and natural-key FK resolution do the tedious matching.
- Safe by design: org admins are locked to their own organisation.
What's included
- Import from any software. Bring participants, staff, shifts, documents and more across from whatever system you use today.
- AI column mapping. AI matches your columns to the right Rostery fields so you don't hand-map every header.
- Relationships preserved. Foreign keys are resolved by natural key, so imported data lands connected.
- Dry-run preview. See exactly what will be imported and fix issues before touching live data.
- Transactional with one-click undo. Execute as a single transaction and roll it back instantly if needed.
- Full transfer with documents. A full-transfer workbook and documents ZIP bring your attachments across too.
Who it's for
Data Migration ("Smart Switch") suits Australian NDIS, disability and aged-care providers of every size — from solo coordinators to multi-site organisations running multiple registered entities. Onboarding teams, support workers and managers all work from the same live data across the Rostery web dashboard and the carer mobile app, so nothing falls through the cracks between the office and the field.
Getting started
Data Migration ("Smart Switch") is included in your Rostery plan and works the moment your data is in — there's no separate module to buy or set up. Start a free trial to try it on your own workflows, and use Rostery's "Smart Switch" data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes. Our team can walk you through your specific participant types, funding mix and rostering complexity in a quick demo.