You can import CSV spreadsheets into Makerble that contain stories relating to individual contacts.

Steps

1. Go to Create in the top menu

2. Select Import

3. You arrive on the New Import page

4. In the type of record section, select Import Updates about Contacts

   

5. You arrive on the Upload tab of the new import about tagged contacts page

Upload (Tab 1)

1. On the Upload tab

   

   1. Name of Import: give your import a name, e.g. name it after the CSV file and the project

   2. Choose the destination: select the single project that this CSV file’s data will be imported to.

   3. Assign updates to a particular survey?

      1. If you select No, when you get to the Match Columns To Fields page, you will be able to match each column to

         1. any of the fields used in any of the Survey templates that have been added to the project selected as the destination

         2. any of the Progress Trackers used on the project selected as the destination

      2. If you select Yes, you can specify which Survey template to use to match the CSV columns to Makerble Fields

   4. Attach the file: select the CSV file

   5. Press Next

Preview & Edit Spreadsheet (Tab 2)

1. You arrive on the Preview & Edit Spreadsheet tab

   1. If you need to make edits to the CSV file, you can do that here although it is better to make edits directly in the CSV file before you upload it

   2. Scroll to the bottom and press Next

Match Stories (Tab 3)

1. You reach the Match Stories tab

2. If you are importing stories that need to be merged with existing stories on Makerble, select Yes. (In most cases, you will be importing completely new stories into Makerble so leave it on its default setting of No)

Resolve Story Rows (Tab 4)

1. If you are importing completely new stories into Makerble (i.e. you are not editing existing stories that exist on Makerble), leave the tickboxes on this page ticked, scroll to the bottom and click Next

Match Contacts (Tab 5)

1. You arrive on the Match Contacts tab.

2. If you need to tag existing contacts on Makerble in your stories, follow the steps in the next article.

3. If you do not need to tag existing Makerble contacts in your imported stories, simply click Next

4. This allows you to use a Unique Identifier (e.g. a code or even a contact’s name) to match the contacts referenced in your spreadsheet to the Contact records that exist on Makerble.

   1. In the left dropdown list, select the spreadsheet column that contains the Unique Identifier

   2. In the right dropdown list, select the Contact field on Makerble that contains the Unique Identifier

   3. Press Find Matching Contacts

   4. A table appears showing you the number of

      1. Spreadsheet rows in which a matching contact was identified

      2. Contacts on Makerble who have been identified

   5. Press Next

Stories with Unidentified Contacts (Tab 6)

1. You arrive on the Stories With Unidentified Contacts tab

   1. This displays spreadsheet rows in which Makerble was unable to identify a Contact who exists on the platform

   2. On the far right of the table are options for the Resolving Action

      1. Select Skip if you want Makerble to not import the story in this row

      2. Select Assign To An Existing Contact if you want to manually select one of your Contacts to whom this story should be tagged

      3. Select Create if you want Makerble to create a new Contact record for the contact referenced in this story. If you select this option, ensure that you have used the dropdown list at the top of the table to choose which spreadsheet column should be used to give a name to the newly created Contact

         1. As a shortcut: select Apply to all: Create

            

   3. Press Next

Match Authors (Tab 7)

1. If your spreadsheet contains a column that contains either the Username or the Email address of the Makerble user whom you want to be considered as the author of each story, follow the steps to identify the authors

2. However if you do not have a column to indicate who the author of each story is, simply press Next

Stories With Unidentified Authors (Tab 8)

1. This tab prompts you to choose who the author of each story will be

2. If you are importing historical data and the author of the story is not important, select Apply to all: Set importer as user

   

3. Press Next

Match Columns to Fields (Tab 9)

1. You arrive on the Match Columns to Fields tab

   1. The left column contains a list of the Spreadsheet Columns in your CSV file

   2. The right column contains a dropdown list containing

      1. Fields in the specific Survey template you selected on the Upload Spreadsheet tab OR if you selected “No” on the Assign updates to a particular survey; the dropdown list will display all the Fields used in all the Survey templates that have been added to the project

      2. Progress Trackers from the Survey template you selected on the Upload Spreadsheet tab OR if you selected “No” on the Assign updates to a particular survey; the dropdown list will display all the Progress Trackers that have been added to the project

      3. Some Makerble system fields are also included such as

         1. Date the activity happened: match this to a Date field to back-date when an update was created

         2. What’s been happening…” this is the generic Text field that appears in an update. Match this field to the notes column in the spreadsheet

   3. Each field or Progress Tracker on Makerble (right column) can only be assigned to one Spreadsheet Column as if they were assigned to multiple columns, it could cause conflicts.

Set Rules for Matching (Tab 10)

1. You arrive on the Set Rules for Matching tab

   1. If any of the Progress Trackers selected in the Match Columns To Fields tab are multiple choice fields, they will appear on this page.

   2. For each Multiple Choice Tracker it will display the different Answer Choice options that were detected in the CSV file

   3. Match each of the Answer Choices detected in the CSV file to the Answer Choice within that Multiple Choice Tracker. This is used when for example, the Multiple Choice Tracker contains the options Yes and No but in the CSV file it has “Yes”, “No”, “Yeah”, “Not at all”, etc. In this case, you would match “Yes” and “Yeah” from the Spreadsheet Columns to “Yes” on Makerble; and match “No” and “Not at all” from the Spreadsheet Columns to “No” on Makerble

   4. You must ensure that all the Answer Choices detected in the spreadsheet are matched to an Answer Choice on Makerble

Confirm Import (Tab 11)

1. You arrive on the Confirm Import tab

2. Scroll to the bottom and press Next

3. The import will begin and you will be redirected to the Manage Imports page

   

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