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Choose whether you want the contacts from the spreadsheet to be added to a particular project from the start or whether you want them to only exist at the organisation-level
Map the columns in the spreadsheet to your fields and that’s it
Considerations:
Fields on Makerble
You do not need to create fields for
Name
Date of Birth
Address
This is because Makerble already adds those fields to your account.
You still need to add those fields to individual Contact Forms, but this is done by adding them from your library rather than by creating them as new fields.
Spreadsheet format
Each spreadsheet must be in the CSV file format
Each spreadsheet must contain less than 800 rows.
Follow this guidance to prepare your spreadsheets: https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1126596609/Prepare+csv+import+files+that+will+create+new+Contact+Profiles?atl_f=content-tree
Each spreadsheet must contain a header row that contains the names of the columns. Where possible, these should match the names of your fields on Makerble.
You can import contacts into a specific project or you can import them at an organisation-level. If you plan to import contacts directly into a particular project, you need to do a separate import (using a separate csv file) for each project.
Preliminary steps to complete before you begin the import process
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Importing contacts via CSV is only compatible with Classic Contact Forms. If your organisation uses Custom Forms for Contacts, you will have to import your contacts via the API. You can do this using:
Contact helpdesk@makerble.com for guidance on how to action either of these options. |