Import stories with anonymous progress via CSV

You can import CSV spreadsheets into Makerble that contain stories.

Considerations

Each spreadsheet must be in the CSV file format
Each spreadsheet must contain less than 900 rows
Each spreadsheet must contain a header row
Each spreadsheet must contain stories relating to a single project. If you want to import stories into several projects, you must separate the stories into separate spreadsheets

Preliminary steps to complete before you begin the import process

Ensure that the project that the stories will be imported into has been created.
- Create a Project
Ensure that any Progress Trackers that are being imported have been created on Makerble and either added to the project directly or added to a survey that has been added to the project. This will allow you to select those Progress Trackers on the Match Columns To Fields tab.
- Add Tracker-based questions to a survey
- Add a survey template to a project (Create a survey campaign)
Ensure that any Fields that are being imported have been created on Makerble and added to a survey that has been added to the project that the stories will be imported into.
- Add field-based questions to a survey template
- Add a survey template to a project (Create a survey campaign)

Steps

Click Create in the top menu
Select Import
You arrive on the New Import page

Tab	Steps
Upload Spreadsheet: this allows you to upload the spreadsheet that will be imported	Choose the type of record: select Import updates with anonymous progress Give the Upload the same name as the csvs file with the prefix of the folder(s) that it’s from as the csvs file Choose the right project Specific survey: select No
Preview & Edit: this displays the spreadsheet that has been imported. If necessary you can edit each cell of the spreadsheet on this page. However if you have significant edits to make it will be faster to edit the spreadsheet using a tool such as Google Sheets or Microsoft Excel and then re-upload the spreadsheet.	Scroll to the bottom and click Next
Match Authors: this lets you allocate each of the stories being imported to the users on Makerble who will be recorded as being the Authors of those stories. You can select any user within your organisation as an author of an imported story. Therefore it is advisable to add all required users to your Makerble Organisation before starting the import process.	Left dropdown: Select the Created by column Right dropdown: Select the Email address column Press Find Matching Users A table appears showing the users that have been identified Press the Next button
Stories With Unidentified Authors: this lets you deal with any rows in the spreadsheet in which Makerble was unable to automatically detect the user to assign as the Author of that story.	Match any manually if necessary
Match Columns To Fields: this is where you assign columns in the spreadsheet to fields on Makerble. The column that has already been used to match Authors should not be selected on this page.	Description Field: this relates to the default text field on Makerble that appears on stories created using the web platform Date the activity happened: this is the Date Happened field within a story that allows you to backdate a story
Set rules for matching: If there are any Multiple Choice Question fields that were chosen in the previous step, a box for those fields will appear on this page. Makerble will detect the different Answer Choices that appear in the spreadsheet and allow you to allocate each of those detected Answer Choices to one of the available Answer Choices to that particular Multiple Choice Question.	You must select an Answer Choice for every answer that was detected in the spreadsheet You can choose “Skip” Press Next
Confirm Import	Press Next A popup appears letting you know that import has begun Press Okay You arrive on the Manage Imports page