Prepare the import csv files for creating new Session Notes and Attendance records
- Matt Kepple
Session Notes and Attendance records are imported into Makerble as Stories
The image below shows a Contact Profile page: 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 to import Stories
Stories which are Case notes and session attendance
When it comes to importing Session Attendance, create one csv file per project. There should be columns as follows:
Unique Identifier Code for the Contact who attended the session
Date attended: this is date of the session
A column called "Attendee" in which there is a value of "1" in that row
If your team records progress at the end of a session using a Scale, you can have a column for each of those scales. In the example csv file there are examples of scales for Behaviour and Confidence
Additional Notes: If you capture additional notes at the end of a session about how it went, you can have a column for that
Logged by User: Include the email address of the user that this particular story should be attributed to, i.e. the member of staff that logged this originally.
This is so that the story can be attributed to them on your Makerble platform.
This column is not mandatory, if you leave it blank, the stories will be attributed to the admin user within your account.
Sample files
Here are the download links to the sample csv files:
Session Attendance csv file: https://drive.google.com/file/d/1Iok1EDcrD0gD66Mcph3dIOLvEnd7dWMs/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