Import

Load the source workbooks. Import contacts first (creates firms + aliases), then cases. Preview shows a dry-run diff; commit applies it. Re-running is safe (rows are upserted).

Accepts .xlsx. Use the REFERRALS Partner Contact Sheet for contacts and the Q3 QRU Tracking per Firm workbook for cases.

1 · Partner contacts

Partner Contact Sheet — one tab per state.

2 · Referred cases

Tracking workbook — one tab per firm.