NDIS Bulk upload
How to generate Bulk Upload Files for the myplace portal and make a bulk payment request to the NDIS my place portal
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Written by Splose
Updated over a week ago

NDIS bulk upload report is currently free for a limited time.

You can use the NDIS Bulk upload report to generate a Bulk Upload File (in CSV format) to then use to make a bulk payment request in the NDIS myplace portal.

What is an NDIS bulk upload

The Bulk Payment Request allows you to submit multiple payment requests at once to the myplace portal instead of making individual claims for each participant.

For NDIA-managed participants, rather than making individual claims which are time-consuming, the NDIS has a purpose-built tool to enable providers to make claims in bulk using a specific CSV template known as a Bulk Upload File.

Splose can generate Bulk Upload Files that can be easily downloaded and uploaded to the portal, reducing the need to make individual claims.


Before you start, make sure the following is set up:

  • Set up services correctly - the correct item code and one item code only

  • Select the correct tax rate. Most NDIS services are GST Free Income.

  • Ensure you use the correct cancellation codes

  • Add your NDIS registration number in the Location settings. Typically 4300XXX

  • Add your ABN without any spaces

  • Select NDIA-managed under the client details section for Fund management

  • Enter the participant's NDIS number

How to generate a Bulk Upload File in Splose

You must create invoices for all NDIA-managed clients, to begin with. The individual support items being claimed will then appear on the Bulk Upload File. They need to be invoiced because a participant can always request a copy of their invoice and receipts, and additionally, once a Bulk payment request is made, the payments from the NDIS can be applied to the invoices, marking them as paid.

Assign NDIA-managed

Make sure that in the participant record, "NDIA-managed" is selected under Fund management. This is a default filter applied when searching for support items that can be claimed in the portal.

Create invoices

You can create invoices individually, or use batch invoicing to create invoices for all NDIA-managed participants at once.

Create a bulk upload

Go to Reports, the Bulk payment requests and click + New bulk payment request. You will see any previously created bulk payment requests.

Next, select a date range for Supports Delivered From to Supports Delivered To. A list of support items invoiced for NDIA-managed participants will be displayed.

Select the support items to be included in this Bulk Upload File, then click Create bulk upload.

You will see the final Bulk Upload File which you can review and make sure you are happy with all the support items included.

Click Export, select an email and then click Export.

A file will be downloaded which will contain a randomly generated file name. Do not edit the file name.

Note: We use the latest Bulk Upload File template provided by the NDIS which can be downloaded for your reference.

How to make a Bulk payment request in the NDIS myplace portal

Log into your PRODA account.

Click on Payment Request.

Click Bulk Payment Request Upload.

Upload the file generated by Splose, then click Upload.

You should see a "successful" response after submitting.

If you want to see which items were claimed successfully and which items were rejected from within Splose, then from the myplace portal, go to Payment Request, then View claim results, search by uploaded bulk payment file, file name, and enter the exact name of the file, then click download results.

Go back to the NDIS bulk upload report in Splose and click Upload payment results file.

Finalise results

Once you are ready, click Finalise results.

Then choose the date that payment was received from the NDIS and click Finalise.

The bulk upload will be marked as finalised and is complete.

If you have integrated Xero, payments will be synced across to Xero invoices as unreconciled. You must still reconcile the payment from the bank feed to the invoices containing all NDIA-managed participant item lines.

Common errors

Look out for these common errors when creating an NDIS bulk upload in Splose.

Bulk upload file name must be unique

The myplace portal won't accept a bulk upload with the same name, which is why Splose generates a random bulk upload name. We don't recommend changing this.

NDIS number missing

Make sure your participants have an NDIS number added

Fund management missing

Make sure you select NDIA-managed under Fund management in NDIS details.

Support item code missing

Make sure you have set up the correct NDIS item code from the support catalogue.

Don't open your bulk upload file after exporting from Splose

Opening the bulk upload file can alter the data structure, so there's no need to open it.

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