Demo: October 30
Agenda
- Import: CSV file requirements
- Import: CSV validation criteria
- Import: confirmation report draft
- Import: workflow
- Nashville: review drip campaign prototype
- Nashville: review page content review
Import
CSV format expectations
- Per last week: yes, we can unify clients.csv and properties.csv to a single .csv
- Recall the “ignore anything we won’t use” current approach
- We’ll need to exclude client address information, use properties address information only


- We’ll expect exact client name duplication when a client name has additional properties

CSV validation criteria
- client name, first name, last name, primary contact email exists
- primary contact email is formatted as an email address
- address, city, state, zip exists
- consider: Client_Name and CLIENT match?
Draft, confirmation report

CSV import workflow

Nashville: review drip campaign prototype


Nashville: page content review
(see word doc, and PDF print handout)