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)

...

Instructions for preparing CSV files

• Prepare csv

...

• files that will create new Contact Profiles

• Prepare csv

...

• files that will create new Survey Responses

...

• Prepare csv files that will create new Session Notes and Attendance records

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

• Step 2 - Organise your import data

• Step 3 of 3: Import your data