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

  2. Import stories with anonymous progress: this creates stories that do not have any contacts tagged within them

  3. 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:

  • You have a list of events and you are importing a story for each event that contains the event name, location, information about the event etc. That will be imported as a stories with anonymous progress

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

  • Using a Unique Story Identifier you can initially import the events and the import the attendees in a way that merges with the original event stories so that on Makerble you have a single story that shows the event details and the details of the attendees at that event

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