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1. Go to your Client Platform Blueprints

2. Select the Status per CSV Import tab

3. List each of the CSV files that will be imported

Part 3: Complete the

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CSV Import Instructions per Dataset tab of the Blueprints

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1. The Import Crib Sheet explains how to import your data.

2. For each CSV (or category of CSV if there are multiple CSVs that will be imported in an identical way), outline the following:

   1. Does another import need to be completed successfully before this import can be done? If yes, which one? (This is often the case when importing stories with tagged contacts - it is essential to import the contacts first)

   2. What type of data is being imported;

      1. Contacts

      2. Stories with tagged contacts

      3. Stories without tagged contacts

   3. Destination: is data being imported into the organisation or a single project? If a single project; which project?

Next Steps:

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Related steps:

• Step 1 of 3: Prepare the csv files

• Step 3 of 3: Import your data