Step 1 of 3: Prepare the csv files
- Matt Kepple
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)
CSV file formatting requirements
Remove any paragraph breaks from the cells in the spreadsheet
Remove all empty columns from the spreadsheet. (It is fine for a column to have a header - i.e. title but to not have any information below that; but there cannot be any columns that are completely empty)
Remove all empty rows from the spreadsheet
Check that the spreadsheet contains no more than 800 rows - if it does, create multiple spreadsheets as they will be imported separately
Instructions for preparing CSV files
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