Contacts you import will be:

• Shown in the Contacts App

• Able to be added to projects

• Able to be added to events

• Able to be sent surveys

Stories you import will be:

• Tagged to the contact that the story is about (and therefore shown on that contact’s timeline)

• Saved in the project you imported them into (and therefore shown on that project’s timeline and summarised in the project’s Progress Panel)

Stories you import will be:

• Saved in the project you imported them into (and therefore shown on that project’s timeline and summarised in the project’s Progress Panel)

Demographic information about a contact, e.g. Age, Date of Birth, Gender, Ethnicity, Address,

These should be columns in the Contact records spreadsheet

Information about a contact from their referral form, e.g. “reasons for referral”

These should be columns in the Contact records spreadsheet

Log of a contact’s attendance

Each date’s attendance should be a row in the Stories with tagged contacts spreadsheet

Notes from a meeting you had with a contact

The note from each date should be a row in the Stories with tagged contacts spreadsheet

Summary of the support that has been provided to a contact

The summary should be a row in the Stories with tagged contacts spreadsheet

Survey response from a contact

The response should be a row in the Stories with tagged contacts spreadsheet

Given that there are 3 types of record you can create from a spreadsheet, you need to categorise your original spreadsheets so that they have the correct columns for the type of record which that spreadsheet will create.

1. Decide which columns in your spreadsheets will be used to create contacts

2. Decide which columns in your spreadsheets will be used to create stories tagged to contacts

3. Decide which columns in your spreadsheets will be used to create stories with anonymous progress

When you import contacts, Makerble needs to know which fields will be used to store the demographic information about those contacts, e.g. Age, Gender, etc.

Only for the spreadsheet(s) that will be used to create contacts

1. Create a new Contact Form and in that Contact Form:

   1. create a field on Makerble for each column in the spreadsheet (apart from for Name, Address and Date of Birth - as these are generated automatically).

   2. If you or a colleague have already created those fields in a different form, you will not need to recreate them; instead you can simply select them from your library

2. Save the Contact Form

Every story on Makerble is saved within a single project.

Contacts can be part of many projects or part of no projects at all.

1. If your organisation has not already created projects, create one or more projects depending on how you would like to organise your work

Every KPI or Multiple Choice Question you create is saved as a 'Tracker' on Makerble.

To import survey responses and/or anonymous progress towards KPIs, you must first add those Trackers to the project which the stories will be saved in

1. Choose existing Trackers to add to your project

2. And/or create new Trackers and then add them to your project

1. Follow the steps to import stories

In order for Makerble to associate a story with a contact, Makerble needs to use a unique code.

• This is called a Unique Identifier

1. If your organisation does not already use Unique Identifiers, you should create one for each contact and edit your Contact records spreadsheet to include a column with the unique identifier for each contact.

2. If your organisation does already use Unique Identifiers, ensure that the Unique Identifiers column is in the Contact records spreadsheet

3. Update the Stories with tagged contacts spreadsheet so that it also has a column called Unique Identifier and in that column insert the Unique Identifier Code that relates to the contact who is in that row of the spreadsheet.

1. Follow the steps to import contacts

1. Follow the steps to import stories tagged to contacts