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Create housing referral records from new intake sheet rows

Create housing referral records from new intake sheet rows

Your intake spreadsheet leaves referrals untracked, delaying housing assistance and billing readiness. It creates structured referral records so coordinators can triage entries same day.

Create housing referral records from new intake sheet rows

Overview

When intake rows sit idle, residents wait for assistance and finance teams struggle to reconcile referrals. This captures spreadsheet referrals into your intake database so coordinators can triage and assign cases same day, improving response times before the next billing run.

Create housing referral records from new intake sheet rows