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Phase 4 onboarding and migration packs

Contacts and households package

Package contact import review with duplicate checks, preferred-language continuity, organization scope, and audit-ready actor notes.

Package tracks

4

Playbooks

4

Validation

36

Competitor tooling

closed

Target outcome

Teams can seed contacts and household context without breaking preferred language, duplicate controls, or tenant boundaries.

Package checklist

  1. 1Review duplicate email and household risk before creation.
  2. 2Preserve preferred language and contact context.
  3. 3Record actor notes and validation outcomes for audit review.