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Organise the import of Contacts

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Save the CSV files in Google Drive

1. Upload your CSV files to the Original Data sub folder of your client Import folder on Makerble’s Google Drive. (Request access from your Customer Success Executive)

2. The folder is organised with

   1. a sub folder for each project

   2. Within each project folder are three more folders for

      1. Contacts

      2. Stories

      3. Cases

3. Name each CSV file intuitively

4. Within each sub folder for Contacts, Stories and Cases, add a folder called Done. This will house the CSVs that you have successfully imported

List the CSV files in the Blueprints

1. Go to your Client Platform Blueprints

2. Select the Status per CSV Import tab

3. List each of the CSV files that will be imported

Complete the Import Crib Sheet

1. The Import Crib Sheet explains how to import your data.

2. For each CSV (or category of CSV if there are multiple CSVs that will be imported in an identical way), outline the following:

   1. Does another import need to be completed successfully before this import can be done? If yes, which one? (This is often the case when importing stories with tagged contacts - it is essential to import the contacts first)

   2. What type of data is being imported;

      1. Contacts

      2. Stories with tagged contacts

      3. Stories without tagged contacts

   3. Destination: is data being imported into the organisation or a single project? If a single project; which project?

Upload

1. Upload each CSV using the instructions described here

   1. Import Contacts via CSV

   2. Import stories with tagged contacts using a CSV file

   3. Import stories with anonymous progress via CSV

2. Move the CSV file to the Done sub folder once the import has commenced

3. Update the Status per CSV Import tab of the Blueprints once each import has commenced