Current Database
115
CPAs
174
Prospects
Upload Excel File
Upload Pelikan_Paychex_Sales_Workflow_FY27 (17).xlsx (or any updated version).
CPAs are matched by firm name and updated in place — your visit log history is never affected.
This import is CPA-only; it does not read or modify prospects.
How Import Works
| CPAs | Upserted by firm name. New firms are added; existing ones are updated with the latest Excel data. Your logged stops and contact history are never overwritten. |
| Prospects | Never touched by this import. Prospects are managed entirely in-app (status, pipeline stage, geocoding, follow-ups) — the Excel file is not used as a source for them. |
| Activity logs | CPA stops, D2D stops, and dials are never touched by import. |
| Cadence | When you log a CPA stop through the app, the CPA's Last Contact date updates automatically — no re-import needed. |