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  1. Import Contacts: this creates Contact records for all the existing clients of the organisation

  2. Import stories with anonymous progress: this creates stories that do not have any contacts tagged within them

  3. Import stories with tagged contacts: this creates stories that do have contacts tagged within them. This is suited to the import of

    1. Attendance records

    2. Survey responses

How to merge stories during the import process

While importing stories with tagged contacts you can merge the imported spreadsheet rows into existing stories on Makerble if you have a Unique Story Identifier. This might be used when you have the following scenario:

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