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Upload

  1. Upload each CSV using the instructions described here

    1. Import Contacts via CSV

    2. Import stories with

    anonymous progress: this creates stories that do not have any contacts tagged within them

    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 responsestagged 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

How to merge stories during the import process

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