Decide what to import and how
You can create records on Makerble by importing existing information from spreadsheets.
You can also upload files - e.g. Word documents, pictures, videos, PDFs, etc - however these are attached to specific places manually, rather than by importing.
Records you can create while importing a spreadsheet
There are 3 types of Makerble record you can import using a spreadsheet.
Each type of record will need its own separate spreadsheet
Contacts, e.g.
| Stories about contacts, e.g.
| Stories with anonymous progress, e.g.
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Contacts you import will be:
| Stories you import will be:
| Stories you import will be:
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How to decide between Contact records and Stories with tagged contacts
The image below shows a contact’s Profile page.
the red box shows content that is created by importing a Contact record
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)
Hints & Tips
Type of information in your spreadsheet | Which spreadsheet that information should be in |
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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 |
Whenever you create a story, it must have a Date associated with it; otherwise the date will be set as Today. Therefore update your spreadsheet to include a date for each row.
Where to start
(click the image if you need to see it larger)