Migration
Lead import and dedupe
CSV import preview, duplicate detection, merge suggestions, dry-run verification, and cutover readiness.
Import pipeline
Upload preview
Parse CSV headers and show row counts before writing anything.
Map fields
Map name, email, phone, program, source, owner, trial date, and consent.
Dedupe
Find probable duplicates by name, guardian, phone, and email.
Dry run
Show creates, merges, skipped rows, and blockers before cutover.
Duplicate hints
Same phone or email
Would merge imported rows into existing lead when exact contact details match.
Guardian and child similarity
2 current family leads should compare child, guardian, and program before create.
Same source and program
Social and website duplicates should be flagged for staff review when names are similar but contact is missing.