NDIS Synchronisation
Populate Salesforce with data from the NDIS portal.
All synchronisation activities are dependent on your level of access in the NDIS Portal. Maica can only retrieve data that you have the required permissions and/or consent to access. This is especially relevant for retrieving Plan data (see below).
The synchronisation activities are dependent on your level of access in the Portal. For example, you can only retrieve the Plan details for Participants if you have
Plans
Synchronise the details of your Participant’s Plans, including Plan Budgets and Goals, with their NDIS record(s). Due to the nature of how Plan Goals are stored and managed by the NDIS, Maica re-creates these records as part of each sync. This means that if you have created any new, or updated any existing Plan Goal records, these changes will be lost. Use the Plan Goals option below to include or exclude these records in the sync with the NDIS. Plan records are also managed by the NDIS and we do not recommend updating these records in Salesforce.
In order to get a successful response, please ensure that as a Plan Manager, you have:
An active Standard Service Booking for the Support Category of CB Choice and Control first exists with Support Items of either 14_033_0127_8_3 or 14_034_0127_8_3.
An active Plan Managed Service Booking exists between the Participant and your Organisation.
Received the Participant’s consent (via Participant Portal) to view their budget details.
☑ Include Plan Goals
Service Bookings
Synchronise the details of your Participant’s Service Bookings, including the Budget Items. Once the Service Bookings have been synchronised, we recommend making any updates, i.e. End Date extensions, directly in Salesforce as these will be reflected in the Portal.
Support Categories
Synchronise the list of NDIS Support Categories, i.e. Assistance with Daily Life (Includes SIL) from the Portal.
Support Categories must be synchronised before the Support Items (Products) and the Prices.
Support Items (Products)
Synchronise the list of NDIS Support Items, i.e. Plan Management - Financial Administration (14_034_0127_8_3) from the Portal. These are created and managed as standard Product records in Salesforce. For more information about Salesforce Products and Price Books, click here.
Support Items must be synchronised after the Support Categories and before the Prices.
Support Item Prices (Prices Books and Price Book Entries)
Synchronise the complete prices of NDIS Support Items, i.e. Plan Management - Financial Administration ($104.45) from the Portal. These are created as standard Price Book and Price Book Entry records in Salesforce.
Support Item Prices must be synchronised after the Support Categories and Support Items. Any price updates are automatically handled via the PRODUCT_CAT_UPDATED Notification (Webhook) from the NDIS.
Please note: synchronising the Support Item Prices creates the following Price Book records (with the corresponding Price Book Entry):
NDIS Pricebook ACT
NDIS Pricebook NSW
NDIS Pricebook SA
NDIS Pricebook TAS
NDIS Pricebook VIC
NDIS Pricebook QLD
NDIS Pricebook WA
NDIS Pricebook NT
NDIS Pricebook REMOTE
NDIS Pricebook VERY_REMOTE
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