You can import CSV spreadsheets into Makerble that contain stories.
Considerations
Each spreadsheet must be in the CSV file format
Each spreadsheet must contain less than 900 rows
Each spreadsheet must contain a header row
Each spreadsheet must contain stories relating to a single project. If you want to import stories into several projects, you must separate the stories into separate spreadsheets
Preliminary steps to complete before you begin the import process
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Ensure that the project that the stories will be imported into has been created.
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Ensure that any Progress Trackers that are being imported have been created on Makerble and either added to the project directly or added to a survey that has been added to the project. This will allow you to select those Progress Trackers on the Match Columns To Fields tab.
Ensure that any Fields that are being imported have been created on Makerble and added to a survey that has been added to the project that the stories will be imported into.
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Add field-based questions to a survey template
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Info |
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Read the Considerations and Preliminary Steps before importing your CSV file |
How it works
Create or Choose a survey on Makerble that contains the same Metrics and Narrative text fields as the columns in your spreadsheet
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Export your spreadsheet as a CSV file (this will be in your Save As, Export or Download menu)
Choose a project on Makerble to save the information in
Map the columns to the fields and metrics on Makerble and that’s it
Types of result you can import
Type of result | Can you import it into Makerble |
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Yes | |
Yes | |
Date Happened (the date that you want the survey response attributed to)
| Yes (you must add Makerble’s official Date Happened field to your survey) |
Date Posted (the real date that the data was uploaded to Makerble) | This is set automatically by Makerble |
Date (as in any other Date that is collected)
| Yes |
Time | Yes |
Attachment | Yes - but requires a custom script (this is a premium service) |
The following fields might appear on your Makerble Survey but they are internal fields and therefore you cannot import data into them from a spreadsheet
| No |
| No |
Multiple Choice with Other as an additional text box | No |
Multiple Choice with multiple answers per respondent to the question.
| No |
Steps
Click Create in the top menu
Select Import
You arrive on the New Import page
Tab | Steps |
Upload Spreadsheet: this allows you to upload the spreadsheet that will be imported |
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Preview & Edit: this displays the spreadsheet that has been imported. If necessary you can edit each cell of the spreadsheet on this page. However if you have significant edits to make it will be faster to edit the spreadsheet using a tool such as Google Sheets or Microsoft Excel and then re-upload the spreadsheet. | Scroll to the bottom and click Next |
Match Authors: this lets you allocate each of the stories being imported to the users on Makerble who will be recorded as being the Authors of those stories. You can select any user within your organisation as an author of an imported story. Therefore it is advisable to add all required users to your Makerble Organisation before starting the import process. |
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Stories With Unidentified Authors: this lets you deal with any rows in the spreadsheet in which Makerble was unable to automatically detect the user to assign as the Author of that story. | Match any manually if necessary |
Match Columns To Fields: this is where you assign columns in the spreadsheet to fields on Makerble. The column that has already been used to match Authors should not be selected on this page. |
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Set rules for matching: If there are any Multiple Choice Question fields that were chosen in the previous step, a box for those fields will appear on this page. Makerble will detect the different Answer Choices that appear in the spreadsheet and allow you to allocate each of those detected Answer Choices to one of the available Answer Choices to that particular Multiple Choice Question. |
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Confirm Import |
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