This guidance outlines how to prepare a CSV file that will create a new Contact Profile, i.e. using the image example below, it will create a Contact Profile page for Abigail Holmes and specifically populate the red box.

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Instructions for preparing CSV files to import Contacts

• Each person you work with will exist in Makerble as a Contact. The format of the CSV is as follows:

• Rows: Each person you work with should exist as one row in the spreadsheet. 

• Columns: The columns in the spreadsheet will be matched to the fields on Makerble. Therefore, you must ensure that the column titles of your spreadsheet are identical to the names of the fields described in your Blueprints in the Fields per Form tab.

• Unique Identifier Column: The Unique Identifier code for each Contact is important as it enables us to easily attach survey responses and attendance data to that person when we are importing stories. We recommend that you use a Unique Identifier for each contact.

• Contacts can be imported into a specific project or into the organisation as a whole. 

  • If you have contacts that are part of multiple projects, they should be imported contacts into the organisation as a whole and then you can subsequently assign them to their corresponding projects using the Bulk Assign page: Bulk assign contacts to a project   

  • If each of your contacts only appear in a single project, you can import them directly into that project

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If you are importing contacts into the organisation:

• supply a spreadsheet with a list of the contacts

• Contacts are imported in batches of 800 at a time so if you have more than 800 contacts, create multiple spreadsheets, with each one holding no more than 800 rows

If you are importing contacts into individual projects:

• Supply a set of spreadsheets; one for each project however note that if any contacts appear in multiple projects, duplicate contacts will be created for them which you will need to merge once they are imported.

• Each spreadsheet should contain a list of the contacts.

• Contacts are imported in batches of 800 at a time so if you have more than 800 contacts, create multiple spreadsheets, with each one holding no more than 800 rows. 

Sample files

Here are the download links to the sample csv files:

• Contacts csv file: https://drive.google.com/file/d/1Id_YkeMrBszINxofdAs7HR90LLGjeVQJ/view?usp=sharing

• Master spreadsheet (saved in Google Sheets) that was used to generate each of the csv files: https://docs.google.com/spreadsheets/d/1u-AKY8eNXeCRBx6vxK7_kuYjCQdrajwRlhneXMW2pkI/edit?usp=sharing

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

• Step 2 - Organise your import data

• Step 3 of 3: Import your data