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Import Contacts: this creates Contact records for all the existing clients of the organisation

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Upload

1. Upload each CSV using the instructions described here

   1. Import contacts via CSV

   2. Import stories with tagged contacts

   : this creates stories that do have contacts tagged within them. This is suited to the import of

   1. Attendance records

   2. Survey responses

How to merge stories during the import process

While importing stories with tagged contacts you can merge the imported spreadsheet rows into existing stories on Makerble if you have a Unique Story Identifier. This might be used when you have the following scenario:

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1. 1. via CSV

   2. Import stories with anonymous progress

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You have a list of event attendees. Each attendee at each event exists as a separate row.

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1. 1. via CSV

2. Move the CSV file to the Done sub folder once the import has commenced

3. Update the Status per CSV Import tab of the Blueprints once each import has commenced