Exporting your Support at Home (SaH) or NDIS customer data allows you to:

• Better manage customer relationships
• Review customer application statuses
• Access care provider or plan manager details
• Contact providers or care managers when needed
• Keep records for administrative purposes

Step 1: Open the Customers Page

From your Cookaborough dashboard:

1. Click Customers from the left-hand menu
2. Select either:
3. • SaH customers
   • NDIS customers

This will display all customers within that program.

Step 2: Click Export

At the top-right of the customer list, click the Export button.

This will open the export options window.

Step 3: Choose Your Export Format

Select the file format you would like to download:

• CSV — ideal for importing into other systems or basic spreadsheet use
• Excel (.xlsx) — recommended for formatted reports and easier viewing

Once selected, the file will automatically download to your computer.

Step 4: Review Your Exported Spreadsheet

Open the downloaded spreadsheet to review your customer data.

Your export will include useful information such as:

• Customer names
• Contact information
• Order and subscription details
• Care provider details
• Plan manager details
• Care manager contact information
• Application dates and statuses

This export can be used for:

• Internal reporting
• Care coordination
• Contacting providers or plan managers
• Administrative record keeping
• Reviewing customer onboarding progress

Tip

Before sharing exported files, ensure customer information is handled securely and only shared with authorised staff or care providers.

Scribe Guide

Visual step by step guide on how to export SaH or NDIS customer data.