Import CPA Contacts
Upload a spreadsheet with columns: FIRM/ACCOUNT, CONTACT NAME, ROLE, PHONE, EMAIL,
BIRTHDAY, KEY DATE, KEY DATE NOTE, VISIT MEMO, BARRIER NOTES, LAST TREAT, LAST TREAT DATE,
LAST TREAT NOTE, NOTES. A CATEGORY column is fine — it's ignored.
Firm names are fuzzy-matched against your existing CPA list. Nothing is saved until you review and confirm on the next screen.