Part 1: Save the spreadsheets (CSV files) in a folder structure

1. Suggested folder structure:

   1. Import

      1. Original Data

         1. Project 1

            1. Contacts

               1. Done

            2. Stories

               1. Done

         2. Project 2

            1. Contacts

               1. Done

            2. Stories

               1. Done

         3. Project 3

            1. Contacts

               1. Done

            2. Stories

               1. Done

         4. Project ..., etc

2. Save your CSV files in the appropriate folder

3. Name each CSV file intuitively, referencing the project name, type of import (contacts, tagged stories, Headcount) and the group of rows

   1. e.g. "project name - contacts - 1-500.csv"

4. Within each sub folder for Contacts and Stories, add a folder called Done. This will house the CSV filess that you have successfully imported

Part 2: List the CSV files in your Blueprints

1. Go to your Client Platform Blueprints

2. Open the Status per CSV Import tab

3. List each of the CSV files that will be imported

Part 3: Complete the CSV Import Instructions per Dataset tab of the Blueprints

Open

1. The Import Crib Sheet explains how to import your data.

2. For each CSV (or category of CSV if there are multiple CSVs that will be imported in an identical way), outline the following:

   1. Does another import need to be completed successfully before this import can be done? If yes, which one? (This is often the case when importing stories with tagged contacts - it is best to import the contacts first)

   2. What type of data is being imported;

      1. Contacts

      2. Stories with tagged contacts (survey responses, attendance records, notes)

      3. Headcount (Stories without tagged contacts)

   3. Destination: is data being imported into the organisation or a single project? If a single project; which project?

Related steps:

• Step 1 of 3: Prepare the spreadsheets (csv files)

• Step 3 of 3: Import your spreadsheets