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https://www.loom.com/share/819be6f9e6334863975b35c720650e05

Introduction

  • You can create new contacts on Makerble by importing a CSV spreadsheets containing their details.

  • When you create a contact, you populate the red section of their Contact Profile page. (You can populate the purple section - their Timeline - by importing attendance, notes and survey results using Import Stories about tagged contacts)

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  • Makerble guides you through the steps to match the columns in your spreadsheet to the fields in your Contact Forms.

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Considerations

  • Each spreadsheet must be in the CSV file format

  • Each spreadsheet must contain less than 800 rows

  • Each spreadsheet must contain a header row

  • You can import contacts into a specific project or you can import them at an organisation-level

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