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You reach the Match Stories tab
If In most scenarios you will select No
Only select Yes if you are importing stories that need to be merged with existing stories on Makerble, e.g. as part of a 2-stage import process.
If you select Yes
, refer to the guidance on this article to ensure you’ve follow the preliminary stage correctly as this part that you are currently on will be Stage 2 of the 2-stage import process: Do a 2-stage import to import activities and then import contacts' engagement in those activities
Resolve Story Rows (Tab 4)
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If you are importing completely new stories into Makerble (i.e. you are not editing existing stories that exist on Makerble), leave the tickboxes on this page ticked, scroll to the bottom and click Next
However if this is part of your 2-stage import process, you can manually choose whether or not to merge rows with existing stories.
See this article for more detail: Do a 2-stage import to import activities and then import contacts' engagement in those activities
Match Contacts (Tab 5)
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You arrive on the Match Contacts tab.
If you need to tag existing contacts on Makerble in your stories, follow the steps in the next article.
If you do not need to tag existing Makerble contacts in your imported stories, simply click Next
This allows you to use a Unique Identifier (e.g. a code or even a contact’s name) to match the contacts referenced in your spreadsheet to the Contact records that exist on Makerble.
In the left dropdown list, select the spreadsheet column that contains the Unique Identifier
In the right dropdown list, select the Contact field on Makerble that contains the Unique Identifier
Press Find Matching Contacts
A table appears showing you the number of
Spreadsheet rows in which a matching contact was identified
Contacts on Makerble who have been identified
Press Next
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