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Importing contacts via CSV is only compatible with Classic Contact Forms. If your organisation uses Custom Forms for Contacts, you will have to import your contacts via the API. Contact helpdesk@makerble.com for guidance on how to do this.

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

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

  • You can import contacts into a specific project or you can import them at an organisation-level

Preliminary steps to complete before you begin the import process

  • Every contact that is imported will be recorded as being created by a particular user. The default will be that you will be set as the creator of each contact. However if you would like contacts to be shown as being created by other users, you should do these two steps before importing:

    • 1. Add those users to your Organisation on Makerble

    • 2. Add a column called “Created by” to your CSV spreadsheet and include the email addresses of those users. (Note that the email address used for the users must match the email address that those users use to login to their Makerble Account)

  • Ensure that any Fields that are being imported have been created on Makerble.

Troubleshooting

Question

Answer

If there are 00 prefixes in the CSV file that don’t display when you open the CSV file in Excel

https://community.spiceworks.com/topic/270336-saving-as-csv-and-keeping-leading-zeros  

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