Imports / Exports

No system-of-record integration required — CSV in, audit-ready packets out.

Staged file: june_annual_recerts.csv

Exported from Yardi Voyager PHA (mock). 3 rows · matches the PHC recert import template (24 columns) · validated, 0 errors.

CSV preview — june_annual_recerts.csv

external_participant_id	head_first_name	head_last_name	preferred_language	recert_due_date	assigned_specialist_email
RCHA-HCV-55210	Denise	Carter	en	2026-06-05	priya.shah@rivercityha.example
RCHA-HCV-43887	Samuel	Okafor	en	2026-06-01	marcus.nguyen@rivercityha.example
RCHA-HCV-61994	Gloria	Mendez	es	2026-07-10	priya.shah@rivercityha.example

Showing 6 of 23 columns. Matching keys: external_participant_id + ssn_last4/dob. Checklist conditions read income_type_tags, asset_flag, and deduction_tags.

Supported import channels (v1)

CSV import (recert + lease-up templates)
Manual single-case creation
Staff document upload / scanned batches
Email ingestion to case-specific addresses
SFTP, scheduled templates, API — v1.1

Export package contents

case_summary.pdf · staff_approval.pdf
checklist.csv · communication_log.csv · audit_events.csv
documents/accepted/* (rejected optional)
data_export.json — 50058-style internal model for future integration