Person Import Specification v1

Import CSV Specification.md

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
...

Note CSV Format.md

Fields (In Order):

1. Type - Note
2. Title
3. Body

Person CSV Format.md

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