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Person Import Specification v1

CSV Format:

[Person] - See format specification
[Notes to attach to above person] - See format specification
[Person] - See format specification
[Notes to attach to above person] - See format specification
...

Ex:

Person,Samuel,James,Clopton,1963-01-16,123-45-6789,,,,no,(509) 307-2299,,spam@wild.land,1111 Goethals Dr.,Richland,Washington,99254,yes,,,,,
Note,Initial meeting for will,Met with Sam on 1/1/2018 to discuss a family will
Note,A title here,some other note body here
Person,Samuel,James,Clopton,1963-01-16,123-45-6789,,,,no,(509) 307-2299,,spam@wild.land,1111 Goethals Dr.,Richland,Washington,99254,yes,,,,,
Note,Initial meeting for will,Met with Sam on 1/1/2018 to discuss a family will
Note,A title here,some other note body here
...

Fields (In Order):

  1. Type - Note
  2. Title
  3. Body

Fields (In Order):

  1. Type - Person
  2. First Name - Required if an individual
  3. Middle Name
  4. Last Name - Required if an individual
  5. Company Name - Required if a company
  6. DOB - Format: YYYY-MM-DD, Ex: 1963-01-16
  7. SSN - Format: XXX-XX-XXXX, Ex: 532-65-2313
  8. EIN - Format: XX-XXXXXXX, Ex: 12-3455677
  9. UBI - Format: XXX-XXX-XXX, Ex: 123-456-778
  10. PAC - 8 characters, Ex: 12345678
  11. Is Company - Either yes or no
  12. Primary phone number - Format (XXX) XXX-XXXX Ex: (509) 307-2299
  13. Secondary phone number - Format (XXX) XXX-XXXX Ex: (509) 307-2299
  14. Email
  15. Physical Address 1
  16. Physical Address 2
  17. Physical Address City
  18. Physical Address State
  19. Physical Address Postal Code
  20. Is Mailing Address Same as Physical - Either yes or no, if no and mailing address is different, populate mailing address fields
  21. Mailing Address 1
  22. Mailing Address 2
  23. Mailing Address City
  24. Mailing Address State
  25. Mailing Address Postal Code
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