Contacts and Stories are imported into Makerble using csv files. Read the article Decide what to import and how before continuing.
Types of content
The image below shows a Contact Profile page.
the red box shows content that is created by importing a Contact
the purple box shows content that is created by importing a Story with a tagged contact (where in this case, the tagged contact is Abigail Holmes - which is why the stories appear on her Timeline)
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CSV file formatting requirements
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Instructions for preparing CSV files
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Each person you work with will exist in Makerble as a Contact. The format of the CSV is as follows:
Rows: Each person you work with should exist as one row in the spreadsheet.
Columns: The columns in the spreadsheet will be matched to the fields on Makerble. Therefore, you must ensure that the column titles of your spreadsheet are identical to the names of the fields described in your Blueprints in the Fields per Form tab.
Unique Identifier Column: The Unique Identifier code for each Contact is important as it enables us to easily attach survey responses and attendance data to that person when we are importing stories. We recommend that you use a Unique Identifier for each contact.
Contacts can into a specific project or into the organisation as a whole.
If you have contacts that are part of multiple projects, they should be imported contacts into the organisation as a whole and then you can subsequently assign them to their corresponding projects using the Bulk Assign page: Bulk assign contacts to a project
If each of your contacts only appear in a single project, you can import them directly into that project
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If you are importing contacts into the organisation:
supply a spreadsheet with a list of the contacts
Contacts are imported in batches of 800 at a time so if you have more than 800 contacts, create multiple spreadsheets, with each one holding no more than 800 rows
If you are importing contacts into individual projects:
Supply a set of spreadsheets; one for each project however note that if any contacts appear in multiple projects, duplicate contacts will be created for them which you will need to merge once they are imported.
Each spreadsheet should contain a list of the contacts.
Contacts are imported in batches of 800 at a time so if you have more than 800 contacts, create multiple spreadsheets, with each one holding no more than 800 rows.
Instructions for preparing CSV files to import Stories
Stories which are Case notes and session attendance
When it comes to importing Session Attendance, create one csv file per project. There should be columns as follows:
Unique Identifier Code for the Contact who attended the session
Date attended: this is date of the session
A column called "Attendee" in which there is a value of "1" in that row
If your team records progress at the end of a session using a Scale, you can have a column for each of those scales. In the example csv file there are examples of scales for Behaviour and Confidence
Additional Notes: If you capture additional notes at the end of a session about how it went, you can have a column for that
Logged by User: Include the email address of the user that this particular story should be attributed to, i.e. the member of staff that logged this originally.
This is so that the story can be attributed to them on your Makerble platform.
This column is not mandatory, if you leave it blank, the stories will be attributed to the admin user within your account.
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Stories which are Survey Responses
When it comes to importing Survey Responses, create one csv file per type of survey per project. This is because the survey response stories will be imported into a single project at a time and linked to a specific Survey. (i.e. there should be one CSV file per Survey Campaign)
There should be columns as follows:
Contact's Unique Identifier Code: this is the unique identifying code that relates to each person you work with.
Date survey was completed
A column for each question in the survey
Therefore if someone completed the same survey twice, e.g. at the start of a programme and then at the end, there will be two rows for that contact in the CSV file. The Date survey was completed column will differentiate the responses.
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Sample files
Here are the download links to the sample csv files:
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Contacts csv file: https://drive.google.com/file/d/1Id_YkeMrBszINxofdAs7HR90LLGjeVQJ/view?usp=sharing
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Session Attendance csv file: https://drive.google.com/file/d/1Iok1EDcrD0gD66Mcph3dIOLvEnd7dWMs/view?usp=sharing
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Survey Responses csv file: https://drive.google.com/file/d/1IdmnmXLd2Yjhmi1uCmk0_OSgUOxl-9vr/view?usp=sharing
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Next steps
Start by just preparing one of each type of csv file and send it to your Customer Success Executive.
We will check that the format is correct
Then you can begin to import your files
- How to import stories without tagged contacts
Step 2 - Organise your import data