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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:

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Fields on Makerble

  • You do not need to create a text field fields for Name. Makerble already has a Name field so you can simply select that one while doing the import.

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    • 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

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